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Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1801
Sargent Bickham Lagudis
Colorado
$1.18M +$27.7K +484 +3%
CHP
1802
Cable Hill Partners
Oregon
$1.17M +$80.8K +1,415 +8%
AWM
1803
Avior Wealth Management
Nebraska
$1.17M +$6.91K +121 +0.7%
CPWA
1804
Cerro Pacific Wealth Advisors
California
$1.17M -$75.5K -1,322 -7%
IIC
1805
Integrated Investment Consultants
Michigan
$1.17M +$62.6K +1,095 +6%
NCM
1806
Neumann Capital Management
California
$1.16M -$22.9K -400 -2%
TLCM
1807
Twin Lakes Capital Management
California
$1.16M +$6.74K +118 +0.6%
FFWA
1808
FRG Family Wealth Advisors
Washington
$1.16M -$57.3K -1,003 -5%
WPC
1809
Wedmont Private Capital
Pennsylvania
$1.16M +$1.08M +18,850 New
DI
1810
DFPG Investments
Utah
$1.16M -$163K -2,854 -13%
GC
1811
Gilbert & Cook
Iowa
$1.16M +$64.9K +1,136 +7%
APWM
1812
Atlas Private Wealth Management
New York
$1.15M -$28.6K -500 -3%
EWM
1813
EPG Wealth Management
Georgia
$1.15M +$89.9K +1,573 +9%
GPA
1814
Garrison Point Advisors
California
$1.15M – – –
HTHT
1815
Hemenway Trust Hemenway Trust
New Hampshire
$1.15M -$205K -3,589 -17%
TA
1816
TFG Advisers
Michigan
$1.15M -$46.2K -809 -4%
BCM
1817
Birmingham Capital Management
Alabama
$1.15M +$58.3K +1,020 +6%
BFA
1818
Beacon Financial Advisory
Ohio
$1.15M +$19K +333 +2%
EGA
1819
E&G Advisors
Texas
$1.14M -$45.7K -800 -4%
WFI
1820
West Family Investments
California
$1.14M -$278K -4,859 -21%
EBWM
1821
Eagle Bluffs Wealth Management
Missouri
$1.14M +$1.03M +17,974 New
SWM
1822
Salvus Wealth Management
New Jersey
$1.13M -$4.23K -74 -0.4%
SRC
1823
Sage Rhino Capital
California
$1.13M +$5.31K +93 +0.5%
PCS
1824
Personal CFO Solutions
New Jersey
$1.13M +$165K +2,890 +19%
SCA
1825
Sage Capital Advisors
South Dakota
$1.13M +$2.17K +38 +0.2%
71 72
73
74 75