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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1026
Stewart & Patten Company
California
$29.1M -$343K -2,262 -1%
TW
1027
Transform Wealth
Colorado
$28.9M -$1.69M -11,158 -5%
CA
1028
Callahan Advisors
Texas
$28.9M -$993K -6,560 -3%
JAG
1029
Journey Advisory Group
Kentucky
$28.9M +$2.49M +16,464 +10%
JWM
1030
JGP Wealth Management
Oregon
$28.9M +$995K +6,569 +3%
GAG
1031
GM Advisory Group
New York
$28.9M -$2.1M -13,851 -6%
PWMAG
1032
Pinnacle Wealth Management Advisory Group
New Jersey
$28.9M +$1.04M +6,841 +3%
AWAG
1033
ARS Wealth Advisors Group
Florida
$28.8M +$6.53M +43,124 +26%
STA
1034
Summit Trail Advisors
New York
$28.8M +$1.42M +9,347 +5%
VWA
1035
Visionary Wealth Advisors
Illinois
$28.8M +$3.09M +20,380 +11%
SFP
1036
Sandbox Financial Partners
Maryland
$28.8M -$405K -2,673 -1%
LPT
1037
Legacy Private Trust
Wisconsin
$28.8M +$893K +5,897 +3%
PCA
1038
Pallas Capital Advisors
Massachusetts
$28.8M +$1.02M +6,725 +4%
CCA
1039
Checchi Capital Advisers
California
$28.8M +$409K +2,700 +2%
AAIM
1040
American Assets Investment Management
California
$28.7M – – –
NCM
1041
Novare Capital Management
North Carolina
$28.7M -$457K -3,015 -1%
CAM
1042
Crake Asset Management
United Kingdom
$28.7M -$63.4M -418,800 -67%
AW
1043
ACG Wealth
Georgia
$28.6M -$19.1K -126 -0.1%
SGK
1044
Steigerwald Gordon & Koch
Virginia
$28.6M +$893K +5,900 +3%
AAS
1045
Annex Advisory Services
Wisconsin
$28.6M +$282K +1,864 +0.9%
WTB
1046
Washington Trust Bank
Washington
$28.6M -$1.22M -8,076 -4%
BCM
1047
Bridgeway Capital Management
Texas
$28.4M -$1.04M -6,900 -3%
JA
1048
JLB & Associates
Michigan
$28.4M -$841K -5,556 -3%
ESBC
1049
E.S. Barr & Co
Kentucky
$28.4M -$73K -482 -0.2%
GAB
1050
German American Bancorp
Indiana
$28.2M -$2M -13,175 -6%
40 41
42
43 44