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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1701
Robertson Stephens Wealth Management
California
$733K +$345K +7,908 +74%
AB
1702
Atlas Brown
Kentucky
$732K -$41.6K -954 -5%
RWA
1703
River Wealth Advisors
Pennsylvania
$732K +$279K +6,394 +52%
WIP
1704
Wellesley Investment Partners
Massachusetts
$731K -$81.2K -1,864 -9%
HWA
1705
Heritage Wealth Advisors
Virginia
$730K -$33.5K -769 -4%
HC
1706
HNP Capital
New York
$729K -$122K -2,800 -13%
I2I
1707
Insight 2811 Inc
Illinois
$729K +$65.3K +1,498 +9%
GG
1708
Gleason Group
Kentucky
$728K +$6.1K +140 +0.8%
KFS
1709
Kurt F. Somerville
$727K -$94.9K -2,178 -11%
CAN
1710
Claraphi Advisory Network
United States
$725K -$57.8K -1,326 -7%
KPW
1711
Kore Private Wealth
New York
$722K -$7.54K -173 -0.9%
DWM
1712
Destination Wealth Management
California
$719K +$19.3K +443 +2%
TNB
1713
Thomasville National Bank
Georgia
$718K +$15.2K +348 +2%
BHTS
1714
Bar Harbor Trust Services
Maine
$716K -$185K -4,233 -19%
NCM
1715
Neumann Capital Management
California
$710K -$50.9K -1,167 -6%
MWPCG
1716
Measured Wealth Private Client Group
New Hampshire
$710K +$50.1K +1,150 +7%
AIP
1717
Almanack Investment Partners
Pennsylvania
$710K +$229K +5,244 +40%
BMO
1718
Beck Mack & Oliver
New York
$709K – – –
GPA
1719
Garrison Point Advisors
California
$707K -$26.2K -600 -3%
QI
1720
Qtron Investments
Massachusetts
$702K – – –
TSWM
1721
Triangle Securities Wealth Management
North Carolina
$701K +$22.7K +520 +3%
CG
1722
Cutler Group
California
$701K +$392K +8,999 +102%
SW
1723
SkyOak Wealth
Michigan
$700K -$192K -4,396 -20%
CHP
1724
Cable Hill Partners
Oregon
$698K +$30.9K +709 +4%
IF
1725
Intrua Financial
Texas
$697K +$196K +4,487 +36%
67 68
69
70 71