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Name Holding Trade Value Shares
Change 		Change in
Stake
OWD
1676
Osborn Williams & Donohoe
Ohio
$541K -$2.66K -55 -0.5%
JPMIA
1677
J.P. Marvel Investment Advisors
Massachusetts
$540K -$9.2K -190 -2%
OFW
1678
Omnia Family Wealth
Florida
$539K +$151K +3,126 +41%
ACM
1679
Adalta Capital Management
New York
$538K +$20.1K +415 +4%
NPF
1680
Norris Perne & French
Michigan
$536K +$23.9K +494 +5%
WA
1681
Wealth Architects
California
$533K -$8.96K -185 -2%
WC
1682
Weil Company
California
$532K -$2.47K -51 -0.5%
VCM
1683
Versant Capital Management
Arizona
$531K +$20.2K +418 +4%
PFM
1684
Parsec Financial Management
North Carolina
$531K +$32.5K +672 +7%
DWM
1685
Darwin Wealth Management
Florida
$530K +$25.8K +532 +5%
ACP
1686
Aveo Capital Partners
Colorado
$526K +$6K +124 +1%
MWM
1687
Mission Wealth Management
California
$526K +$11.1K +230 +2%
PL
1688
Parthenon LLC
Kentucky
$525K -$29.4K -608 -6%
SFWA
1689
Summit Financial Wealth Advisors
Louisiana
$524K -$67.3K -1,390 -11%
EM
1690
ELCO Management
New York
$519K +$161K +3,325 +48%
PFC
1691
Phocas Financial Corp
California
$514K -$19.1K -394 -4%
PGWM
1692
Parisi Gray Wealth Management
New Jersey
$513K -$774 -16 -0.2%
QCG
1693
Quadrant Capital Group
Ohio
$511K -$24.4K -505 -5%
NEIRG
1694
New England Investment & Retirement Group
Massachusetts
$509K +$27.7K +572 +6%
AIS
1695
AlphaOne Investment Services
Pennsylvania
$508K -$646K -13,344 -57%
ACM
1696
Alethea Capital Management
Washington
$506K +$487K +10,063 New
FWM
1697
Focused Wealth Management
New York
$504K -$7.79K -161 -2%
CNAM
1698
Campbell Newman Asset Management
Wisconsin
$501K – – –
JFA
1699
Johanson Financial Advisors
California
$501K +$5.37K +111 +1%
AAP
1700
Arax Advisory Partners
Colorado
$500K +$103K +2,134 +27%
66 67
68
69 70