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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Modera Wealth Management
New Jersey
$33M -$9.82M -58,383 -24%
TW
1127
TrinityPoint Wealth
Connecticut
$33M -$232K -1,381 -0.7%
QCG
1128
Quadrant Capital Group
Ohio
$32.9M +$1.12M +6,639 +4%
SIG
1129
Sargent Investment Group
Maryland
$32.8M +$3.81M +22,651 +14%
GIA
1130
GHP Investment Advisors
Colorado
$32.8M +$109K +649 +0.3%
RWA
1131
Ropes Wealth Advisors
Massachusetts
$32.8M -$5.04M -29,962 -14%
SAM
1132
SignalPoint Asset Management
Missouri
$32.7M -$113K -674 -0.4%
RP
1133
Rice Partnership
Hawaii
$32.7M -$1.17M -6,947 -4%
SVCP
1134
Silicon Valley Capital Partners
California
$32.7M +$539K +3,208 +2%
AWA
1135
Arkadios Wealth Advisors
Georgia
$32.6M -$1.62M -9,617 -5%
LWM
1136
Lyell Wealth Management
California
$32.5M -$56K -333 -0.2%
GLLW
1137
Graves Light Lenhart Wealth
Virginia
$32.4M -$611K -3,634 -2%
AF
1138
Alerus Financial
North Dakota
$32.4M -$4.79M -28,504 -13%
BFIC
1139
Bedell Frazier Investment Counselling
California
$32.4M -$6.68M -39,713 -18%
MIP
1140
Marietta Investment Partners
Wisconsin
$32.4M +$20K +119 +0.1%
CWM
1141
Cabot Wealth Management
Massachusetts
$32.4M +$22.5K +134 +0.1%
BOH
1142
Bank of Hawaii
Hawaii
$32.4M -$1.07M -6,346 -3%
SW
1143
SlateStone Wealth
Florida
$32.3M -$1.27M -7,555 -4%
ZF
1144
Zhang Financial
Michigan
$32.3M +$2.99M +17,764 +11%
BC
1145
Burleson & Co
California
$32.2M -$12.9M -76,556 -29%
LMKC
1146
L.M. Kohn & Company
Ohio
$32.2M +$31.1M +184,656 New
OSIA
1147
O'Shares Investment Advisers
Massachusetts
$32.2M +$1.73M +10,298 +6%
IIA
1148
IPG Investment Advisors
California
$31.9M +$27.8M +165,122 +928%
WA
1149
Wealth Alliance
New York
$31.9M -$638K -3,791 -2%
LSA
1150
L & S Advisors
California
$31.9M -$3.48M -20,714 -10%
44 45
46
47 48