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Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
3276
Regis Management Company
California
$5.67M – – –
PCM
3277
Prelude Capital Management
New York
$5.66M +$2.24M +12,011 +81%
SFWC
3278
Strategic Family Wealth Counselors
New Jersey
$5.65M -$25.9K -139 -0.5%
GF
3279
Gries Financial
Ohio
$5.65M -$5.74M -30,789 -53%
BAM
3280
Bosun Asset Management
Illinois
$5.64M -$733K -3,929 -13%
HC
3281
Hamilton Capital
Ohio
$5.64M -$9.14K -49 -0.2%
RI
3282
Redwood Investments
Massachusetts
$5.62M -$1.53M -8,206 -21%
WOC
3283
West Oak Capital
California
$5.62M -$123K -660 -2%
CFG
3284
Clayton Financial Group
Missouri
$5.61M +$75.2K +403 +1%
LAS
3285
LWM Advisory Services
Florida
$5.6M -$422K -2,264 -8%
CP
3286
Castleview Partners
Texas
$5.6M +$835K +4,479 +20%
UWPG
3287
Ullmann Wealth Partners Group
Florida
$5.6M +$429K +2,299 +9%
BSHC
3288
Breed's Hill Capital
Massachusetts
$5.59M +$50.4K +270 +1%
DAM
3289
Deltec Asset Management
New York
$5.59M +$283K +1,516 +6%
CWM
3290
Collaborative Wealth Management
Florida
$5.58M -$14K -75 -0.3%
VAF
3291
Values Added Financial
District of Columbia
$5.58M +$205K +1,098 +4%
GFWA
3292
Grey Fox Wealth Advisors
Delaware
$5.57M -$6.71K -36 -0.1%
AWM
3293
Affinity Wealth Management
Delaware
$5.56M +$180K +964 +4%
AWM
3294
Austin Wealth Management
Texas
$5.55M +$125K +672 +3%
TA
3295
TPG Advisors
Illinois
$5.54M +$4.91M +26,303 New
WFA
3296
WMG Financial Advisors
Tennessee
$5.54M +$614K +3,290 +14%
TBNY
3297
Trustco Bank (New York)
New York
$5.53M -$48.5K -260 -1%
MCM
3298
McRae Capital Management
New Jersey
$5.52M -$336K -1,800 -6%
MPW
3299
MGO Private Wealth
California
$5.52M -$102K -546 -2%
RFS
3300
Richardson Financial Services
Massachusetts
$5.52M -$139K -743 -3%
130 131
132
133 134