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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1401
Cypress Wealth Services
California
$18.5M +$125K +799 +0.6%
SW
1402
Solidarity Wealth
Utah
$18.5M +$4.51M +28,759 +28%
TNA
1403
True North Advisors
Texas
$18.5M -$598K -3,807 -3%
RCG
1404
Regatta Capital Group
California
$18.5M +$3.98M +25,355 +23%
WA
1405
Wealth Architects
California
$18.4M -$95.7K -610 -0.5%
GGHC
1406
Gilder Gagnon Howe & Co
New York
$18.4M -$567K -3,611 -3%
ERWM
1407
Elk River Wealth Management
Colorado
$18.4M -$5.57M -35,496 -21%
SMH
1408
Sanders Morris Harris
Texas
$18.4M +$1.31M +8,375 +7%
AAM
1409
Autus Asset Management
Arizona
$18.3M -$210K -1,341 -1%
AC
1410
Arjuna Capital
North Carolina
$18.3M +$681K +4,339 +3%
HT
1411
HAP Trading
New York
$18.3M +$7.83M +49,871 +60%
RIA
1412
RPG Investment Advisory
California
$18.3M +$58.7K +374 +0.3%
BMC
1413
Benin Management Corp
Connecticut
$18.3M +$20.7K +132 +0.1%
FWP
1414
FAS Wealth Partners
Kansas
$18.3M +$1.08M +6,854 +5%
WEG
1415
World Equity Group
Illinois
$18.3M -$90.7K -578 -0.4%
CPO
1416
Cerity Partners OCIO
New York
$18.3M +$594K +3,786 +3%
LBA
1417
Lowell Blake & Associates
Massachusetts
$18.2M +$1.71M +10,870 +9%
BCB
1418
Brian C. Broderick
$18.1M -$150K -954 -0.7%
SEP
1419
Southland Equity Partners
Missouri
$18.1M -$1.2M -7,617 -5%
SMG
1420
Spectrum Management Group
Indiana
$18.1M -$122K -776 -0.6%
EP
1421
Eudaimonia Partners
Tennessee
$18.1M -$5.12M -32,648 -20%
CAM
1422
Cypress Asset Management
Texas
$18.1M -$196K -1,250 -0.9%
PWW
1423
Pettyjohn Wood & White
Virginia
$18.1M +$2.2K +14 +0%
FFA
1424
Founders Financial Alliance
North Carolina
$18.1M +$4.08M +25,980 +25%
GEM
1425
Global Endowment Management
North Carolina
$18.1M – – –
55 56
57
58 59