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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
901
Core Wealth Partners
California
$4.68M +$1.04M +22,751 New
NW
902
NewEdge Wealth
Pennsylvania
$4.65M +$457K +10,038 +11%
EWM
903
Empirical Wealth Management
Washington
$4.64M -$320K -7,029 -7%
KCM
904
Kempner Capital Management
Texas
$4.63M -$21.2K -466 -0.5%
BWA
905
BDO Wealth Advisors
Florida
$4.63M +$193K +4,233 +5%
NSEDCP
906
NJ State Employees Deferred Compensation Plan
New Jersey
$4.62M – – –
MA
907
Menlo Advisors
California
$4.61M – – –
DAS
908
Dynamic Advisor Solutions
Arizona
$4.6M +$490K +10,776 +13%
RDWM
909
Red Door Wealth Management
Tennessee
$4.59M +$310K +6,808 +8%
BCFS
910
Butensky & Cohen Financial Security
Florida
$4.57M +$157K +3,440 +4%
APWM
911
Argonautica Private Wealth Management
Massachusetts
$4.57M +$4.36M +95,860 New
HEIP
912
Hudson Edge Investment Partners
New Jersey
$4.56M -$7.28K -160 -0.2%
FC
913
Fusion Capital
South Carolina
$4.56M +$149K +3,264 +4%
CWM
914
C2C Wealth Management
Arizona
$4.55M -$36.9K -811 -0.8%
NIC
915
Northwest Investment Counselors
Oregon
$4.54M +$262K +5,766 +6%
MCC
916
Money Concepts Capital
Florida
$4.54M +$549K +12,067 +15%
WAOTB
917
Wealth Advisors of Tampa Bay
Florida
$4.53M +$679K +14,915 +19%
PIM
918
Penobscot Investment Management
Massachusetts
$4.53M -$175K -3,844 -4%
EF
919
Exeter Financial
Arizona
$4.51M -$25.2K -553 -0.6%
TI
920
Trexquant Investment
Connecticut
$4.51M -$27.6M -605,409 -86%
CFG
921
Citizens Financial Group
Rhode Island
$4.49M -$80.4K -1,767 -2%
EAM
922
Evanson Asset Management
California
$4.49M -$47.4K -1,042 -1%
CIA
923
Choate Investment Advisors
Massachusetts
$4.45M +$313K +6,883 +8%
SPC
924
Sigma Planning Corp
Michigan
$4.44M +$60.3K +1,324 +1%
MGIA
925
Matthew Goff Investment Advisor
Texas
$4.43M +$455 +10 +0%
35 36
37
38 39