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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1001
Syntax Advisors
New York
$537K +$40.1K +539 +8%
VCG
1002
Vantage Consulting Group
Virginia
$537K +$40.1K +539 +8%
QCG
1003
Quadrant Capital Group
Ohio
$537K +$215K +2,887 +68%
AAG
1004
Armstrong Advisory Group
Massachusetts
$537K – – –
PWP
1005
Principle Wealth Partners
Connecticut
$536K – – –
CGL
1006
Clarius Group LLC
Washington
$536K -$2.6K -35 -0.5%
FIBT
1007
First International Bank & Trust
North Dakota
$534K +$4.31K +58 +0.8%
WT
1008
Washington Trust
Rhode Island
$525K – – –
SWM
1009
Spire Wealth Management
Virginia
$523K +$123K +1,660 +31%
UH
1010
Unigestion Holding
Switzerland
$522K -$788K -10,602 -60%
LCM
1011
Leisure Capital Management
California
$518K +$52.1K +700 +11%
BFO
1012
Boston Family Office
Massachusetts
$518K -$1.8M -24,184 -78%
BP
1013
Ballentine Partners
Massachusetts
$518K -$164K -2,200 -24%
DWA
1014
Douglass Winthrop Advisors
New York
$517K -$141K -1,900 -22%
GRP
1015
Global Retirement Partners
California
$516K +$322K +4,335 +215%
P
1016
Pitcairn
Pennsylvania
$511K +$8.55K +115 +2%
MWM
1017
Merriman Wealth Management
Washington
$504K +$5.87K +79 +1%
CICI
1018
Capital Investment Counsel Inc
North Carolina
$504K – – –
FPAS
1019
Focus Partners Advisor Solutions
Missouri
$502K +$109K +1,469 +28%
APP
1020
Avantax Planning Partners
Iowa
$501K -$26.8K -360 -5%
RPCONE
1021
Retirement Planning Company of New England
Rhode Island
$500K -$9K -121 -2%
IA
1022
Insight Advisors
Pennsylvania
$499K -$347K -4,665 -41%
CRIG
1023
Charter Research & Investment Group
Connecticut
$499K – – –
KJHP
1024
K.J. Harrison & Partners
Ontario, Canada
$494K +$87K +1,170 +22%
BDA
1025
Borer Denton & Associates
Pennsylvania
$493K +$103K +1,380 +27%
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