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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1326
Institute for Wealth Management
Colorado
$386K -$241K -1,155 -37%
AWE
1327
Avidian Wealth Enterprises
Texas
$386K +$137K +655 +49%
LBD
1328
Landsberg Bennett & Dubbaneh
Florida
$382K -$225K -1,080 -35%
PCM
1329
Princeton Capital Management
New Jersey
$381K – – –
PIA
1330
Pinion Investment Advisors
Kansas
$380K +$85.4K +409 +27%
RCG
1331
Ruane, Cunniff & Goldfarb
New York
$378K – – –
EI
1332
Ellevest Inc
New York
$378K +$400K +1,915 +7,093%
PHIMC
1333
Private Harbour Investment Management & Counsel
Ohio
$378K +$406K +1,943 New
RIG
1334
Roosevelt Investment Group
New York
$377K -$585K -2,803 -59%
WA
1335
WBH Advisory
Maryland
$377K +$3.13K +15 +0.8%
OHS
1336
Odey Holdings (Switzerland)
Switzerland
$377K +$405K +1,940 New
BSAM
1337
Blue Square Asset Management
New York
$376K -$97.1K -465 -19%
GW
1338
GW & Wade
Massachusetts
$376K -$25.5K -122 -6%
RWM
1339
Ritholtz Wealth Management
New York
$376K +$403K +1,933 New
WAS
1340
Wealth Advisory Solutions
Indiana
$376K +$404K +1,935 New
MFG
1341
Magnus Financial Group
New York
$375K +$402K +1,927 New
CPO
1342
Cerity Partners OCIO
New York
$373K -$1.25K -6 -0.3%
WB
1343
Webster Bank
Connecticut
$372K -$30.9K -148 -7%
CWP
1344
Capital Wealth Planning
Florida
$372K +$400K +1,915 New
TGAM
1345
TBH Global Asset Management
Tennessee
$370K – – –
IWC
1346
Integrated Wealth Concepts
Massachusetts
$368K -$355K -1,700 -47%
BWA
1347
BDO Wealth Advisors
Florida
$366K +$377K +1,806 +2,408%
PAA
1348
Peregrine Asset Advisers
Oregon
$365K -$1.87M -8,955 -83%
WA
1349
Wealth Architects
California
$364K +$94.6K +453 +32%
SC
1350
Savant Capital
Illinois
$362K -$33.6K -161 -8%
52 53
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55 56