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Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
976
Silicon Valley Capital Partners
California
$592K +$632K +2,617 New
OWP
977
Obermeyer Wealth Partners
Colorado
$588K +$3.86K +16 +0.6%
EWA
978
Exencial Wealth Advisors
Oklahoma
$588K +$162K +672 +35%
RT
979
Rockland Trust
Massachusetts
$586K -$33.6K -139 -5%
CPA
980
Court Place Advisors
Maryland
$583K – – –
NFG
981
Next Financial Group
Texas
$577K +$439K +1,817 +247%
ECG
982
Edge Capital Group
Georgia
$575K +$614K +2,543 New
CL
983
CIM LLC
New York
$574K -$38.4K -159 -6%
TWM
984
Tolleson Wealth Management
Texas
$568K +$606K +2,510 New
JWM
985
JFG Wealth Management
Colorado
$568K +$607K +2,513 New
MHC
986
Meyer Handelman Company
New York
$566K – – –
RTC
987
Riverview Trust Company
Washington
$566K +$604K +2,500 New
SCP
988
Stamos Capital Partners
California
$566K +$604K +2,500 New
EGA
989
Eagle Global Advisors
Texas
$561K – – –
JIP
990
Jaffetilchin Investment Partners
Florida
$559K -$109K -453 -15%
GWM
991
Geneos Wealth Management
Colorado
$559K -$4.83K -20 -0.8%
WA
992
Wealth Architects
California
$556K -$27.3K -113 -4%
ACM
993
Avalon Capital Management
California
$555K -$97.8K -405 -14%
FMLI
994
Fukoku Mutual Life Insurance
Japan
$552K -$628K -2,600 -52%
SIAS
995
Shine Investment Advisory Services
Colorado
$552K -$19.3K -80 -3%
CAM
996
Cresset Asset Management
Illinois
$550K +$587K +2,433 New
GFS
997
GYL Financial Synergies
Connecticut
$549K +$586K +2,428 New
AAP
998
Aristotle Atlantic Partners
Florida
$547K +$584K +2,419 New
SGA
999
Strategic Global Advisors
California
$546K -$238K -985 -29%
IIC
1000
Integrated Investment Consultants
Michigan
$543K +$55.8K +231 +11%
38 39
40
41 42