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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
951
Cypress Wealth Services
California
$3.74M +$16.7K +138 +0.5%
RMDI
952
R.M. Davis Inc
Maine
$3.74M +$41K +339 +1%
BRWA
953
B. Riley Wealth Advisors
Florida
$3.73M -$22.2K -184 -0.6%
CVSCT
954
C.V. Starr & Co Trust
New York
$3.73M – – –
SVWAG
955
Sound View Wealth Advisors Group
Georgia
$3.72M +$3.61M +29,885 New
AMG
956
Advisors Management Group
Wisconsin
$3.72M -$32.5K -269 -0.9%
BGIM
957
Boussard & Gavaudan Investment Management
United Kingdom
$3.7M +$3.61M +29,896 New
VI
958
Versor Investments
New York
$3.7M +$1.6M +13,200 +80%
WEC
959
Winslow Evans & Crocker
Massachusetts
$3.7M +$65.8K +544 +2%
CCM
960
Carderock Capital Management
Maryland
$3.68M -$4.59K -38 -0.1%
EWM
961
Empirical Wealth Management
Washington
$3.66M +$412K +3,408 +13%
TAM
962
Taurus Asset Management
New York
$3.66M -$36.3K -300 -1%
FRA
963
Front Row Advisors
California
$3.65M -$41.2K -341 -1%
GC
964
Grimes & Company
Massachusetts
$3.65M +$79.9K +661 +2%
KLC
965
Knowledge Leaders Capital
Colorado
$3.65M +$2.9K +24 +0.1%
AWM
966
Avitas Wealth Management
California
$3.64M -$15.4K -127 -0.4%
1WA
967
180 Wealth Advisors
Washington
$3.64M -$49.5K -409 -1%
SC
968
Sepio Capital
Utah
$3.64M +$362K +2,990 +11%
WGA
969
Weather Gauge Advisory
Virginia
$3.63M -$484 -4 -0%
KWILP
970
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.62M +$3.52M +29,076 New
ASA
971
Armstrong Shaw Associates
Connecticut
$3.61M -$1.33K -11 -0%
PPSG
972
Princeton Portfolio Strategies Group
New Jersey
$3.6M -$8.46K -70 -0.2%
KCMRT
973
Kemper Corp Master Retirement Trust
Illinois
$3.58M – – –
AFM
974
Andesa Financial Management
Pennsylvania
$3.58M -$3.14M -25,935 -47%
HCM
975
Hutchinson Capital Management
California
$3.57M -$18.1K -150 -0.5%
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