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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1601
SimplyRich
California
$5.39M – – –
RMAM
1602
Raab & Moskowitz Asset Management
New Jersey
$5.38M +$174K +3,844 +3%
AAS
1603
Annex Advisory Services
Wisconsin
$5.38M +$124K +2,732 +2%
AIS
1604
American Investment Services
Massachusetts
$5.37M +$11.4K +252 +0.2%
EWM
1605
Empirical Wealth Management
Washington
$5.35M +$974K +21,476 +23%
TI
1606
Truepoint Inc
Ohio
$5.34M +$4.36M +96,040 +494%
CAN
1607
Claraphi Advisory Network
United States
$5.33M +$224K +4,932 +4%
SWM
1608
Stockman Wealth Management
Montana
$5.33M -$103K -2,264 -2%
GWM
1609
Graybill Wealth Management
Illinois
$5.32M -$138K -3,048 -3%
JWM
1610
JGP Wealth Management
Oregon
$5.31M +$5.21M +114,824 New
CAC
1611
Certified Advisory Corp
Florida
$5.31M +$69.5K +1,532 +1%
PP
1612
PagnatoKarp Partners
Virginia
$5.28M +$5.18M +114,136 New
ST
1613
Somerset Trust
Pennsylvania
$5.28M -$127K -2,804 -2%
GD
1614
Grandfield & Dodd
New York
$5.28M -$39K -860 -0.7%
RAG
1615
Roof Advisory Group
Pennsylvania
$5.27M -$2.52M -55,476 -33%
RFWA
1616
RPg Family Wealth Advisory
Massachusetts
$5.26M -$492K -10,856 -9%
CWS
1617
Cypress Wealth Services
California
$5.26M +$779K +17,180 +18%
PFBT
1618
Parkside Financial Bank & Trust
Missouri
$5.26M +$60.6K +1,336 +1%
WLIM
1619
White Lighthouse Investment Management
Massachusetts
$5.25M -$90.2K -1,988 -2%
EML
1620
Eos Management LP
New York
$5.25M – – –
MC
1621
Martin & Co
Tennessee
$5.25M -$3.58M -78,900 -41%
DWM
1622
Doyle Wealth Management
Florida
$5.25M +$701K +15,460 +16%
MAM
1623
Morse Asset Management
Connecticut
$5.23M -$200K -4,420 -4%
NPT
1624
Nixon Peabody Trust
Massachusetts
$5.23M +$528K +11,636 +11%
BCM
1625
Bourgeon Capital Management
Connecticut
$5.23M -$22.3K -492 -0.4%
63 64
65
66 67