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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2751
Genus Capital Management
British Columbia, Canada
$6.16M -$2.02M -11,040 -23%
NC
2752
NewSquare Capital
Pennsylvania
$6.16M +$191K +1,044 +3%
AWM
2753
Ameliora Wealth Management
Switzerland
$6.14M +$941K +5,129 +17%
WR
2754
WD Rutherford
Oregon
$6.14M -$618K -3,369 -9%
JWM
2755
Janiczek Wealth Management
Colorado
$6.13M +$2.76M +15,056 +73%
LF
2756
LifeSteps Financial
California
$6.12M -$17.2K -94 -0.3%
CSPAM
2757
Cary Street Partners Asset Management
Virginia
$6.11M -$148K -808 -2%
SG
2758
Somerset Group
Minnesota
$6.08M -$415K -2,262 -6%
RLWM
2759
RF&L Wealth Management
Massachusetts
$6.05M -$4.58K -25 -0.1%
MWM
2760
Marion Wealth Management
Pennsylvania
$6.05M +$228K +1,242 +4%
GWM
2761
Gitterman Wealth Management
New Jersey
$6.04M +$208K +1,136 +3%
CF
2762
Corrigan Financial
Rhode Island
$6.04M -$13K -71 -0.2%
MIS
2763
Morningstar Investment Services
Illinois
$6.03M +$2.2M +12,000 +51%
VCP
2764
Vista Capital Partners
Oregon
$6.02M -$441K -2,406 -6%
AL
2765
Arnhold LLC
New York
$6.02M – – –
HWM
2766
Howard Wealth Management
Connecticut
$6.01M -$21.1K -115 -0.3%
FIM
2767
Fruth Investment Management
Texas
$6M -$87.1K -475 -1%
MFP
2768
Meridian Financial Partners
Virginia
$6M +$17.1K +93 +0.3%
DA
2769
Dash Acquisitions
California
$5.99M +$50.2K +274 +0.8%
CL
2770
COWA LLC
Oklahoma
$5.99M -$18.2K -99 -0.3%
NFA
2771
Northern Financial Advisors
Michigan
$5.98M -$111K -605 -2%
BDS
2772
Banco de Sabadell
Florida
$5.98M -$325K -1,770 -5%
LS
2773
Leelyn Smith
Illinois
$5.98M -$198K -1,081 -3%
PA
2774
PSI Advisors
Florida
$5.97M +$17.4K +95 +0.3%
IAP
2775
Indie Asset Partners
Indiana
$5.96M -$12.3K -67 -0.2%
109 110
111
112 113