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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1951
Clear Harbor Asset Management
Connecticut
$715K +$3.31K +57 +0.5%
PAWC
1952
P.A.W. Capital
Connecticut
$714K – – –
CA
1953
Centerpoint Advisors
Massachusetts
$711K +$407 +7 +0.1%
PCP
1954
Proficio Capital Partners
Massachusetts
$709K +$56.2K +968 +9%
FWM
1955
Fairhaven Wealth Management
Illinois
$707K -$95.6K -1,645 -12%
PIA
1956
Pinion Investment Advisors
Kansas
$707K – – –
BFO
1957
Biltmore Family Office
North Carolina
$706K +$581 +10 +0.1%
LFA
1958
Legacy Financial Advisors
Kentucky
$705K +$689K +11,858 New
OPCM
1959
Osborne Partners Capital Management
California
$704K +$13.7K +235 +2%
S
1960
SimplyRich
California
$703K +$90.8K +1,562 +15%
BWM
1961
Baystate Wealth Management
Massachusetts
$702K -$17.4K -300 -2%
CCM
1962
Chilton Capital Management
Texas
$701K -$15.3K -264 -2%
ORI
1963
Oak Ridge Investments
Illinois
$700K -$4.53K -78 -0.7%
CCM
1964
Canal Capital Management
Virginia
$699K -$9.64K -166 -1%
C
1965
Certuity
Florida
$699K +$60.8K +1,046 +10%
FNT
1966
First Nebraska Trust
Nebraska
$695K -$160K -2,753 -19%
BWCS
1967
Beirne Wealth Consulting Services
Connecticut
$693K +$148K +2,554 +28%
AAM
1968
AMI Asset Management
California
$690K -$755 -13 -0.1%
GKWIM
1969
Gerber Kawasaki Wealth & Investment Management
California
$688K +$18.8K +323 +3%
WA
1970
Wealth Architects
California
$687K +$38.3K +660 +6%
CFG
1971
Cooper Financial Group
California
$686K +$55.4K +953 +9%
PFBT
1972
Parkside Financial Bank & Trust
Missouri
$684K -$10.1K -174 -1%
SFG
1973
Sowa Financial Group
Rhode Island
$682K +$25.9K +446 +4%
BWM
1974
BCS Wealth Management
Tennessee
$681K -$379K -6,523 -36%
AI
1975
Accredited Investors
Minnesota
$681K +$21.8K +376 +3%
77 78
79
80 81