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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1251
Strategic Wealth Partners
Ohio
$39.1M -$2.95M -13,038 -8%
BCM
1252
Bridgeway Capital Management
Texas
$39M +$427K +1,890 +1%
JAG
1253
Journey Advisory Group
Kentucky
$39M -$577K -2,556 -2%
SMA
1254
Sage Mountain Advisors
Georgia
$39M +$3.58M +15,843 +12%
TA
1255
TRB Advisors
New York
$39M -$1.13M -5,000 -3%
SMC
1256
Smith, Moore & Co
Missouri
$39M +$108K +479 +0.3%
VCM
1257
Vivaldi Capital Management
Illinois
$38.9M -$337K -1,492 -1%
AWP
1258
Ascent Wealth Partners
New York
$38.9M -$155K -686 -0.4%
RCP
1259
Rothschild Capital Partners
New York
$38.9M -$30K -133 -0.1%
WBC
1260
West Branch Capital
Massachusetts
$38.8M -$88.1K -390 -0.3%
TB
1261
Terril Brothers
Missouri
$38.7M – – –
G
1262
GenTrust
Florida
$38.7M +$4.76M +21,056 +16%
CFG
1263
Cooper Financial Group
California
$38.7M +$93.3K +413 +0.3%
NFG
1264
Nations Financial Group
Iowa
$38.7M -$421K -1,863 -1%
CT
1265
Colonial Trust
South Carolina
$38.6M -$143K -635 -0.4%
NG
1266
Northstar Group
New York
$38.6M -$321K -1,420 -0.9%
SC
1267
Saybrook Capital
North Carolina
$38.5M -$131K -580 -0.4%
CWM
1268
Cabot Wealth Management
Massachusetts
$38.5M -$128K -565 -0.4%
SWM
1269
Segment Wealth Management
Texas
$38.4M -$116K -514 -0.3%
CAM
1270
Cozad Asset Management
Illinois
$38.4M -$441K -1,954 -1%
CFA
1271
Capstone Financial Advisors
Illinois
$38.3M +$806K +3,566 +2%
PIM
1272
Progressive Investment Management
Oregon
$38.3M -$302K -1,338 -0.9%
LSPW
1273
Lake Street Private Wealth
Illinois
$38.2M +$111K +492 +0.3%
MIA
1274
MainStreet Investment Advisors
Illinois
$38.2M -$1.93M -8,530 -5%
KIA
1275
Knollwood Investment Advisory
Maryland
$38.2M – – –
49 50
51
52 53