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Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
1001
Bank of the West
California
$2.36M -$125K -1,260 -5%
S
1002
SignatureFD
Georgia
$2.35M +$167K +1,688 +7%
CCP
1003
Corient Capital Partners
California
$2.34M – – –
6F
1004
626 Financial
Michigan
$2.34M -$39.4K -398 -2%
JSL
1005
JT Stratford LLC
Georgia
$2.33M -$142K -1,435 -6%
CNFG
1006
Creegan & Nassoura Financial Group
New Hampshire
$2.32M – – –
IBOK
1007
Independence Bank of Kentucky
Kentucky
$2.31M -$45.2K -457 -2%
GWM
1008
Greenwich Wealth Management
Connecticut
$2.3M -$78.2K -790 -3%
MWM
1009
Meridian Wealth Management
Kentucky
$2.3M -$878K -8,867 -27%
OIA
1010
OneDigital Investment Advisors
Kansas
$2.29M -$73.2K -739 -3%
SLI
1011
Sumitomo Life Insurance
Japan
$2.28M -$290K -2,925 -11%
SC
1012
Sawyer & Company
Massachusetts
$2.27M -$46.2K -467 -2%
1WA
1013
180 Wealth Advisors
Washington
$2.27M +$168K +1,695 +8%
EWM
1014
Endurance Wealth Management
Rhode Island
$2.27M -$23.4K -236 -1%
MSAM
1015
Moloney Securities Asset Management
Missouri
$2.27M -$26.1K -264 -1%
RPC
1016
Rossmore Private Capital
Connecticut
$2.26M +$117K +1,183 +5%
T
1017
TOBAM
France
$2.26M -$240K -2,421 -9%
ECM
1018
EagleClaw Capital Management
Massachusetts
$2.25M -$29.7K -300 -1%
CCG
1019
Cypress Capital Group
Florida
$2.24M +$196K +1,978 +9%
WAM
1020
Weatherly Asset Management
California
$2.24M +$99 +1 +0%
MAM
1021
Morse Asset Management
Connecticut
$2.24M +$79.7K +805 +4%
BWA
1022
BDO Wealth Advisors
Florida
$2.23M +$30.5K +308 +1%
WAOTB
1023
Wealth Advisors of Tampa Bay
Florida
$2.22M -$2.32M -23,469 -50%
UH
1024
Unigestion Holding
Switzerland
$2.22M +$818K +8,259 +56%
EHWM
1025
Eads & Heald Wealth Management
Georgia
$2.21M +$25.9K +262 +1%
39 40
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