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Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
2051
Stonehage Fleming Financial Services
Jersey
$473K – – –
BAM
2052
Boyar Asset Management
New York
$472K +$49K +1,100 +10%
BOS
2053
Bank of Stockton
California
$471K -$15.6K -350 -3%
COCM
2054
Charter Oak Capital Management
New Hampshire
$470K -$103K -2,304 -16%
MLFP
2055
MPS Loria Financial Planners
Illinois
$469K -$6.55K -147 -1%
SAM
2056
Secure Asset Management
Michigan
$469K +$28.4K +638 +5%
TWM
2057
Thrive Wealth Management
Pennsylvania
$469K +$36.7K +824 +7%
BMCM
2058
Burns Matteson Capital Management
New York
$469K -$506K -11,363 -48%
YIA
2059
YHB Investment Advisors
Connecticut
$467K -$25.7K -577 -4%
EWA
2060
Encompass Wealth Advisors
Oregon
$466K -$20K -449 -4%
QIM
2061
Quest Investment Management
Oregon
$465K +$16.3K +366 +3%
PCFFS
2062
Pacific Center for Financial Services
California
$465K +$42K +943 +8%
AWM
2063
AllSquare Wealth Management
New York
$464K -$243K -5,450 -31%
EWA
2064
ERTS Wealth Advisors
Michigan
$463K -$20.2K -454 -4%
BCM
2065
Becker Capital Management
Oregon
$463K +$22.8K +513 +4%
RBC
2066
Roble Belko & Company
Pennsylvania
$461K +$21.2K +475 +4%
WWA
2067
WCG Wealth Advisors
Nevada
$461K +$30.8K +692 +7%
GWS
2068
Glassman Wealth Services
Virginia
$460K -$757 -17 -0.1%
SRC
2069
Shufro Rose & Co
New York
$460K +$54.6K +1,226 +11%
CCM
2070
CAAS Capital Management
New York
$459K -$2.06M -46,300 -79%
PIA
2071
Perennial Investment Advisors
California
$458K +$18.4K +413 +4%
SEP
2072
Southland Equity Partners
Missouri
$457K +$14.6K +327 +3%
UF
2073
Univest Financial
Pennsylvania
$457K -$132K -2,963 -20%
OPCM
2074
Osborne Partners Capital Management
California
$452K -$376K -8,443 -41%
DOA
2075
D'Orazio & Associates
Virginia
$452K +$127K +2,855 +32%
81 82
83
84 85