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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1576
Onyx Bridge Wealth Group
New York
$947K +$110K +2,777 +13%
IA
1577
Insight Advisors
Pennsylvania
$944K -$253K -6,425 -21%
WOC
1578
West Oak Capital
California
$943K -$39.8K -1,010 -4%
CCM
1579
Chilton Capital Management
Texas
$942K +$43K +1,090 +5%
CCWM
1580
Cassaday & Co Wealth Management
Virginia
$941K +$43.7K +1,108 +5%
CCFM
1581
Clear Creek Financial Management
Washington
$936K +$129K +3,273 +16%
TCPWM
1582
Traverso Chambers Private Wealth Management
California
$935K +$3.08K +78 +0.3%
MFG
1583
Midwest Financial Group
Kansas
$935K +$949K +24,054 New
BIM
1584
Baldwin Investment Management
Pennsylvania
$935K -$65.8K -1,668 -6%
IWA
1585
IVC Wealth Advisors
Pennsylvania
$932K -$317K -8,040 -25%
HFRG
1586
Houlihan Financial Resource Group
Virginia
$932K -$45.9K -1,164 -5%
BSA
1587
Bull Street Advisors
Georgia
$932K +$29.8K +755 +3%
ECM
1588
Evergreen Capital Management
Washington
$925K +$94.3K +2,391 +11%
OWP
1589
Obermeyer Wealth Partners
Colorado
$924K -$79.4K -2,014 -8%
CCM
1590
Chimera Capital Management
New York
$923K +$613K +15,554 +190%
FFA
1591
Founders Financial Alliance
North Carolina
$923K -$551K -13,973 -37%
WHC
1592
Wulff, Hansen & Co
California
$922K -$179K -4,550 -16%
PJSIMP
1593
P.J. Schmidt Investment Management (PJS)
Wisconsin
$921K -$133K -3,381 -12%
CIA
1594
Choate Investment Advisors
Massachusetts
$921K – – –
FPB
1595
First PREMIER Bank
South Dakota
$920K +$53.6K +1,360 +6%
NAS
1596
NWF Advisory Services
California
$919K +$975K +24,724 New
NAMP
1597
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$919K -$5.25K -133 -0.6%
IIM
1598
Ipswich Investment Management
Massachusetts
$917K +$30.9K +783 +3%
BWA
1599
Blodgett Wealth Advisors
California
$916K -$105K -2,672 -10%
HCM
1600
Howland Capital Management
Massachusetts
$915K +$5.88K +149 +0.6%
62 63
64
65 66