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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1326
AE Wealth Management
Kansas
$563K +$589K +15,020 New
GPGA
1327
Grandeur Peak Global Advisors
Utah
$562K +$118K +3,000 +25%
RSA
1328
Robertson Stephens Advisors
California
$562K +$588K +15,000 New
WA
1329
WBH Advisory
Maryland
$556K -$78.4K -2,000 -12%
SFG
1330
SevenBridge Financial Group
Pennsylvania
$549K – – –
SWM
1331
SVA Wealth Management
Wisconsin
$548K – – –
AL
1332
Aspiriant LLC
California
$548K +$251K +6,400 +78%
PFSC
1333
Peoples Financial Services Corp
Pennsylvania
$537K – – –
GBA
1334
Garrison Bradford & Associates
New York
$532K – – –
GC
1335
Grimes & Company
Massachusetts
$532K +$90.9K +2,320 +20%
VNA
1336
Valley National Advisers
Pennsylvania
$529K +$205K +5,220 +59%
TI
1337
Turner Investments
Pennsylvania
$525K -$227K -5,800 -29%
RBC
1338
Ronald Blue & Co
Georgia
$525K +$206K +5,260 +60%
RTS
1339
Round Table Services
New Jersey
$524K +$39.2K +1,000 +8%
KSA
1340
Ken Stern & Associates
California
$523K -$3.92K -100 -0.7%
HWA
1341
HCR Wealth Advisors
California
$522K +$1.64M +41,920 New
ATC
1342
Argent Trust Co
Tennessee
$521K -$61.1K -1,560 -10%
SBWIC
1343
Schaper Benz & Wise Investment Counsel
Wisconsin
$521K +$151K +3,860 +38%
PRHC
1344
P.R. Herzig & Co
New York
$521K +$247K +6,300 +83%
PCA
1345
Private Capital Advisors
Connecticut
$520K +$87.8K +2,240 +19%
BBI
1346
Baxter Bros Inc
Connecticut
$520K +$544K +13,880 New
SWA
1347
Sutton Wealth Advisors
Florida
$518K +$28.2K +720 +5%
OWP
1348
Obermeyer Wealth Partners
Colorado
$518K -$64.3K -1,640 -11%
TTWM
1349
TCV Trust & Wealth Management
Virginia
$516K -$784 -20 -0.1%
FA
1350
FCG Advisors
New Jersey
$516K +$239K +6,100 +80%
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