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Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1801
Brandywine Oak Private Wealth
Pennsylvania
$809K +$1.6K +9 +0.2%
TIA
1802
Traphagen Investment Advisors
New Jersey
$809K +$5.34K +30 +0.6%
WA
1803
WESPAC Advisors
California
$805K -$220K -1,237 -21%
LA
1804
Lau Associates
Delaware
$799K -$205K -1,150 -20%
RM
1805
Resource Management
Louisiana
$798K – – –
HCM
1806
Horiko Capital Management
New York
$796K – – –
PWMAG
1807
Pinnacle Wealth Management Advisory Group
New Jersey
$793K +$28.5K +160 +4%
PK
1808
Pflug Koory
Nebraska
$792K – – –
DI
1809
DFPG Investments
Utah
$792K +$235K +1,318 +40%
HFS
1810
Haverford Financial Services
Pennsylvania
$791K – – –
WCWM
1811
Willow Creek Wealth Management
California
$790K +$58.2K +327 +8%
GD
1812
Grandfield & Dodd
New York
$786K -$5.34K -30 -0.7%
NNP
1813
Nachman Norwood & Parrott
South Carolina
$785K +$152K +854 +23%
MFW
1814
Mosaic Family Wealth
Missouri
$784K -$5.88K -33 -0.7%
MPIA
1815
Mountain Pacific Investment Advisers
Idaho
$784K – – –
FCM
1816
Fairbanks Capital Management
California
$777K +$285K +1,599 +55%
SCM
1817
Southport Capital Management
Tennessee
$771K +$67.7K +380 +9%
LDB
1818
Lee, Danner & Bass
Tennessee
$769K +$59.7K +335 +8%
BAM
1819
Berkshire Asset Management
Pennsylvania
$764K -$149K -838 -16%
AF
1820
Allworth Financial
California
$762K -$132K -743 -14%
JIR
1821
James Investment Research
Ohio
$761K -$7.66K -43 -1%
WF
1822
WoodTrust Financial
Wisconsin
$761K – – –
PIM
1823
Partner Investment Management
California
$761K +$789K +4,427 New
WIC
1824
Whitegate Investment Counselors
New Hampshire
$760K +$11.2K +63 +1%
PDM
1825
Penn Davis McFarland
Texas
$757K – – –
71 72
73
74 75