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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
HEM
626
Henson-Edgewater Management
Ohio
$3.95M +$3.74M +18,192 New
CCP
627
Cane Capital Partners
Louisiana
$3.92M +$3.72M +18,066 New
KC
628
Knuff & Co
California
$3.92M +$37K +180 +1%
EI
629
Ethic Inc
New York
$3.92M +$907K +4,412 +32%
NP
630
NorthRock Partners
Minnesota
$3.91M -$1.32M -6,428 -26%
PRRFG
631
Paul R. Ried Financial Group
Washington
$3.91M +$14.6K +71 +0.4%
QCG
632
Quadrant Capital Group
Ohio
$3.91M +$192K +934 +5%
TM
633
Taproot Management
New York
$3.91M +$3.7M +18,001 New
IAS
634
Insigneo Advisory Services
Florida
$3.89M +$861K +4,187 +30%
KJWM
635
Kiley Juergens Wealth Management
Washington
$3.89M +$468K +2,276 +15%
WCG
636
Weaver Consulting Group
California
$3.86M -$37.8K -184 -1%
MJFG
637
Mars Jewett Financial Group
Washington
$3.86M +$3.36M +16,321 New
BFG
638
Bleakley Financial Group
New Jersey
$3.85M -$150K -728 -4%
LPT
639
Legacy Private Trust
Wisconsin
$3.83M +$88.8K +432 +3%
LNWTC
640
Laird Norton Wetherby Trust Company
Washington
$3.83M +$3.63M +17,630 New
AAM
641
Aureus Asset Management
Massachusetts
$3.78M +$3.27M +15,896 +1,060%
FTWA
642
Fifth Third Wealth Advisors
Ohio
$3.76M +$597K +2,901 +20%
HW
643
Hancock Whitney
Mississippi
$3.76M +$125K +607 +4%
QIM
644
Quantitative Investment Management
Virginia
$3.75M +$3.55M +17,267 New
IP
645
Ignite Planners
California
$3.74M -$13.4K -65 -0.4%
RCAG
646
Rehmann Capital Advisory Group
Michigan
$3.73M +$1.06M +5,162 +43%
BFG
647
Berger Financial Group
Minnesota
$3.69M -$13K -63 -0.4%
KFP
648
KMG Fiduciary Partners
Ohio
$3.67M +$95K +462 +3%
NONA
649
Ninety One North America
New York
$3.65M +$3.46M +16,831 New
RSWM
650
Robertson Stephens Wealth Management
California
$3.62M +$501K +2,436 +17%
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