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Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
2076
Osborne Partners Capital Management
California
$452K -$376K -8,443 -41%
DOA
2077
D'Orazio & Associates
Virginia
$452K +$127K +2,855 +32%
SFG
2078
Sowa Financial Group
Rhode Island
$451K -$32.6K -732 -6%
SW
2079
SlateStone Wealth
Florida
$449K -$127K -2,862 -19%
AC
2080
Addison Capital
Pennsylvania
$449K +$134 +3 +0%
JWM
2081
Jupiter Wealth Management
Colorado
$448K – – –
JGUA
2082
John G. Ullman & Associates
New York
$447K -$465K -10,450 -47%
NLP
2083
Next Level Private
New York
$447K -$160K -3,599 -24%
WTB
2084
Washington Trust Bank
Washington
$447K -$56.6K -1,270 -10%
KFP
2085
KB Financial Partners
New Jersey
$447K +$101K +2,258 +24%
MAWCM
2086
Mine & Arao Wealth Creation & Management
California
$446K -$80K -1,797 -13%
MHIC
2087
Marble Harbor Investment Counsel
Massachusetts
$446K -$35.3K -792 -6%
JPMIA
2088
J.P. Marvel Investment Advisors
Massachusetts
$446K -$8.02K -180 -2%
HCWM
2089
Harrison & Co Wealth Management
Virginia
$445K -$224K -5,020 -30%
WDG
2090
Wealth Dimensions Group
Ohio
$443K -$4.32K -97 -0.8%
LSA
2091
Lion Street Advisors
Texas
$443K +$519K +11,645 New
HIM
2092
Hotaling Investment Management
Pennsylvania
$442K -$58.7K -1,317 -10%
CCM
2093
Crabel Capital Management
California
$442K +$518K +11,635 New
TCM
2094
Tributary Capital Management
Nebraska
$441K -$8.86K -199 -2%
EWM
2095
Empirical Wealth Management
Washington
$440K -$56.6K -1,272 -10%
JWA
2096
JFS Wealth Advisors
Pennsylvania
$440K -$23.5K -528 -4%
BFS
2097
Bickling Financial Services
Massachusetts
$439K +$713 +16 +0.1%
AMC
2098
Asset Management Corp
Illinois
$438K -$98.7K -2,216 -16%
BO
2099
BRR OpCo
Ohio
$438K +$195K +4,383 +61%
MPW
2100
Monterey Private Wealth
California
$437K -$26.5K -594 -5%
82 83
84
85 86