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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1351
Eudaimonia Partners
Tennessee
$383K -$48.9K -235 -12%
WA
1352
Wealth Architects
California
$382K -$21.2K -102 -5%
CC
1353
Chicago Capital
Illinois
$382K +$368K +1,769 New
IIC
1354
Ironwood Investment Counsel
Arizona
$380K +$17.1K +82 +5%
CPIG
1355
Chicago Partners Investment Group
Illinois
$380K +$86.2K +414 +38%
CAG
1356
Crestwood Advisors Group
Massachusetts
$379K +$61.2K +294 +20%
DWT
1357
Dorsey & Whitney Trust
South Dakota
$378K +$625 +3 +0.2%
SWMG
1358
Strategic Wealth Management Group
Maryland
$377K -$15.8K -76 -4%
IAP
1359
Indie Asset Partners
Indiana
$376K -$170K -815 -35%
BG
1360
Berry Group
Massachusetts
$376K – – –
FRM
1361
Fox Run Management
Connecticut
$376K +$363K +1,745 New
BWM
1362
BigSur Wealth Management
Florida
$372K -$121K -580 -25%
VC
1363
Vicus Capital
Pennsylvania
$372K +$3.12K +15 +0.9%
JF
1364
JSF Financial
California
$371K -$18.5K -89 -5%
CA
1365
Continuum Advisory
Idaho
$369K -$39.6K -190 -10%
TPCW
1366
TD Private Client Wealth
New York
$368K +$268K +1,286 +305%
PWM
1367
Perigon Wealth Management
California
$368K -$847K -4,069 -70%
UR
1368
USCA RIA
Texas
$366K +$115K +550 +48%
HI
1369
Hendershot Investments
Virginia
$365K +$70.8K +340 +25%
NGA
1370
Naples Global Advisors
Florida
$364K -$10.4K -50 -3%
GL
1371
Graypoint LLC
New York
$363K +$2.92K +14 +0.8%
OFW
1372
Omnia Family Wealth
Florida
$362K -$12.9K -62 -4%
AFM
1373
Andesa Financial Management
Pennsylvania
$360K +$30.6K +147 +10%
CFG
1374
Cooper Financial Group
California
$359K +$27.5K +132 +9%
JWM
1375
Jupiter Wealth Management
Colorado
$358K – – –
53 54
55
56 57