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Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
851
Baker Tilly Wealth Management
Wisconsin
$887K +$784K +13,097 New
RWB
852
RMR Wealth Builders
New Jersey
$887K -$44K -736 -5%
MA
853
Mutual Advisors
Nebraska
$883K -$62.2K -1,040 -7%
WT
854
Whittier Trust
California
$880K -$260K -4,352 -25%
AAIS
855
ABN AMRO Investment Solutions
$874K -$206K -3,434 -21%
PAM
856
Paradigm Asset Management
New York
$874K – – –
PMG
857
ProVise Management Group
Florida
$871K -$289K -4,824 -27%
IA
858
Integrity Alliance
Iowa
$867K +$766K +12,793 New
BPWM
859
Badgley Phelps Wealth Managers
Washington
$866K +$778 +13 +0.1%
USCWA
860
U.S. Capital Wealth Advisors
Texas
$864K +$8.8K +147 +1%
DWM
861
Diversify Wealth Management
Utah
$863K -$174K -2,907 -18%
SWP
862
Sagespring Wealth Partners
Tennessee
$863K +$358K +5,980 +88%
CI
863
Cigna Investments
Connecticut
$863K -$10.6K -177 -1%
LIM
864
Longfellow Investment Management
Massachusetts
$857K -$145K -2,424 -16%
PG
865
Proffitt & Goodson
Tennessee
$856K +$78.2K +1,307 +12%
FTWA
866
Fifth Third Wealth Advisors
Ohio
$852K +$90.3K +1,509 +14%
NAS
867
Nicolet Advisory Services
Wisconsin
$851K +$285K +4,768 +63%
CTC
868
Central Trust Company
Missouri
$850K -$58.9K -984 -7%
SFG
869
SNS Financial Group
Minnesota
$845K +$18.3K +305 +3%
ACA
870
Aptus Capital Advisors
Alabama
$842K +$24.7K +412 +3%
WPC
871
Waters Parkerson & Co
Louisiana
$841K -$19.7K -329 -3%
CF
872
Copperwynd Financial
Arizona
$838K +$463K +7,734 +167%
CSP
873
Cary Street Partners
Virginia
$831K -$129K -2,148 -15%
HIMC
874
Heritage Investors Management Corp
Maryland
$831K -$113K -1,890 -13%
HFM
875
Hartford Financial Management
Connecticut
$824K -$1.24M -20,648 -63%
33 34
35
36 37