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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1551
Ridgecrest Wealth Partners
California
$15.8M +$100K +663 +0.6%
CGA
1552
Crescent Grove Advisors
Illinois
$15.8M -$62.7K -414 -0.4%
BOPW
1553
Brandywine Oak Private Wealth
Pennsylvania
$15.8M -$88.6K -585 -0.5%
BBL
1554
Beck Bode LLC
Massachusetts
$15.7M -$700K -4,620 -4%
PG
1555
Patten Group
Tennessee
$15.7M -$76.2K -503 -0.5%
BCA
1556
Bay Colony Advisors
Massachusetts
$15.7M -$1.78M -11,729 -11%
PVH
1557
Psagot Value Holdings
Israel
$15.7M -$532K -3,512 -3%
FIB
1558
First Interstate Bank
Montana
$15.7M -$1.58M -10,450 -8%
BMWM
1559
Brown Miller Wealth Management
Virginia
$15.6M -$277K -1,828 -2%
WE
1560
Wealth Effects
Massachusetts
$15.6M +$964K +6,368 +6%
RTS
1561
Round Table Services
New Jersey
$15.6M +$19.4K +128 +0.1%
ARMC
1562
American Research & Management Company
Massachusetts
$15.6M +$425K +2,806 +3%
HIP
1563
HUB Investment Partners
Texas
$15.6M +$227K +1,500 +1%
PFA
1564
Pinnacle Family Advisors
Missouri
$15.5M +$1.19M +7,857 +7%
EML
1565
Eos Management LP
New York
$15.5M – – –
WIS
1566
Wright Investors Service
Connecticut
$15.5M +$167K +1,100 +1%
IIM
1567
Ipswich Investment Management
Massachusetts
$15.5M +$48K +317 +0.3%
BG
1568
Bollard Group
Massachusetts
$15.5M +$4.54K +30 +0%
JSC
1569
Jackson Square Capital
California
$15.4M +$1.78M +11,722 +12%
OIA
1570
Optimum Investment Advisors
Illinois
$15.4M -$82.2K -543 -0.5%
FWTB
1571
First Western Trust Bank
Colorado
$15.4M -$1.37M -9,060 -8%
S
1572
SimplyRich
California
$15.4M -$4.85K -32 -0%
RWM
1573
RKL Wealth Management
Pennsylvania
$15.4M +$1.02M +6,746 +6%
ZCA
1574
Zeke Capital Advisors
Pennsylvania
$15.4M +$292K +1,928 +2%
CAAS
1575
Capital Asset Advisory Services
Michigan
$15.3M -$71.8K -474 -0.4%
61 62
63
64 65