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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2076
EverSource Wealth Advisors
Alabama
$711K +$33K +645 +5%
SHGA
2077
Sand Hill Global Advisors
California
$708K -$8.89K -174 -1%
CCP
2078
Cassia Capital Partners
North Carolina
$706K +$920 +18 +0.1%
SIM
2079
Sentry Investment Management
Wisconsin
$705K -$496K -9,716 -41%
CCIA
2080
Cherry Creek Investment Advisors
Colorado
$704K -$51.5K -1,008 -7%
CPA
2081
Capital Planning Advisors
California
$703K +$15.4K +301 +2%
FNA
2082
First National Advisers
Nebraska
$703K +$143K +2,805 +25%
WI
2083
WrapManager Inc
California
$700K -$38.3K -749 -5%
TBWA
2084
Three Bridge Wealth Advisors
California
$700K -$76.7K -1,501 -10%
PIA
2085
Pinion Investment Advisors
Kansas
$698K +$72.4K +1,417 +11%
SQA
2086
Simon Quick Advisors
New Jersey
$698K -$82.9K -1,623 -11%
RWA
2087
Redhawk Wealth Advisors
Minnesota
$698K +$54.8K +1,072 +8%
JWM
2088
Jessup Wealth Management
Ohio
$697K +$5.93K +116 +0.8%
GEA
2089
Glen Eagle Advisors
New Jersey
$696K -$24.2K -474 -3%
HC
2090
Hamilton Capital
Ohio
$691K -$44.9K -879 -6%
CWA
2091
Clarity Wealth Advisors
California
$691K – – –
NAMM
2092
NorthStar Asset Management (Massachusetts)
Massachusetts
$688K – – –
DTC
2093
Davidson Trust Company
Washington
$688K +$52.9K +1,035 +8%
BAM
2094
Bellevue Asset Management
Washington
$687K -$34.8K -681 -5%
BMC
2095
Beaton Management Company
Massachusetts
$686K -$477K -9,345 -41%
PWMG
2096
Provence Wealth Management Group
California
$685K +$20.4K +399 +3%
MCWA
2097
Meadow Creek Wealth Advisors
Georgia
$682K +$689K +13,492 New
EFG
2098
Ethos Financial Group
Pennsylvania
$681K +$67K +1,311 +11%
AF
2099
Advisornet Financial
Minnesota
$680K +$99.4K +1,946 +17%
GWSG
2100
GPS Wealth Strategies Group
Colorado
$679K +$94.3K +1,845 +16%
82 83
84
85 86