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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1226
Greenwich Wealth Management
Connecticut
$289K +$25.7K +446 +12%
CWS
1227
Cypress Wealth Services
California
$287K -$150K -2,594 -38%
PIA
1228
Perennial Investment Advisors
California
$287K +$981 +17 +0.4%
PCP
1229
Proficio Capital Partners
Massachusetts
$286K +$7.33K +127 +3%
CRWM
1230
Castle Rock Wealth Management
California
$285K -$1.85K -32 -0.8%
TAM
1231
Trillium Asset Management
Massachusetts
$284K – – –
CMO
1232
Covenant Multifamily Offices
Texas
$284K +$11.5K +200 +5%
PMFA
1233
Plante Moran Financial Advisors
Michigan
$284K +$19.2K +332 +9%
BWAM
1234
Boyd Watterson Asset Management
Ohio
$282K -$346 -6 -0.1%
BFC
1235
Bedel Financial Consulting
Indiana
$279K – – –
PM
1236
Penbrook Management
New York
$279K – – –
VI
1237
Versor Investments
New York
$279K +$238K +4,118 New
ADL
1238
Asset Dedication LLC
California
$277K +$62.8K +1,088 +36%
BCB
1239
Brian C. Broderick
$276K – – –
SICM
1240
Sustainable Insight Capital Management
New York
$276K +$235K +4,069 New
WDA
1241
Wendell David Associates
New Hampshire
$275K – – –
WA
1242
WP Advisors
California
$275K +$1.73K +30 +0.7%
QCG
1243
Quadrant Capital Group
Ohio
$275K +$26.8K +465 +13%
JSL
1244
JT Stratford LLC
Georgia
$274K +$233K +4,046 New
CWA
1245
Clarus Wealth Advisors
Arizona
$273K -$11.1K -193 -5%
JLBC
1246
J.L. Bainbridge & Co
Florida
$273K – – –
GDP
1247
Great Diamond Partners
Maine
$273K +$3.64K +63 +2%
SW
1248
SteelPeak Wealth
California
$273K +$6.06K +105 +3%
CRC
1249
Curi RMB Capital
Illinois
$273K +$233K +4,032 New
WA
1250
Waverly Advisors
Alabama
$272K – – –
48 49
50
51 52