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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1801
RMR Wealth Builders
New Jersey
$687K -$57.3K -543 -8%
NQWM
1802
Northwest Quadrant Wealth Management
Oregon
$684K +$19.6K +186 +3%
AA
1803
Advisory Alpha
Michigan
$684K +$92.3K +874 +15%
GIA
1804
Granite Investment Advisors
New Hampshire
$683K -$134K -1,269 -16%
SAM
1805
S.A. Mason
Michigan
$680K – – –
CAWM
1806
Capital Advisors Wealth Management
Washington
$677K +$131K +1,243 +24%
UH
1807
Unigestion Holding
Switzerland
$674K -$1.9M -17,952 -73%
FMN
1808
Financial Management Network
California
$674K +$7.39K +70 +1%
TAM
1809
Townsend Asset Management
North Carolina
$673K -$3.27K -31 -0.5%
DTC
1810
Davidson Trust Company
Washington
$672K +$34.9K +331 +5%
AWM
1811
Aberdeen Wealth Management
Illinois
$671K – – –
SFSG
1812
Sound Financial Strategies Group
Mississippi
$669K +$66.1K +626 +11%
MPW
1813
Monterey Private Wealth
California
$668K +$48.2K +457 +8%
FPB
1814
First PREMIER Bank
South Dakota
$661K +$108K +1,025 +19%
CIM
1815
Chapman Investment Management
California
$660K – – –
WW
1816
Waterfront Wealth
Kansas
$659K +$19.3K +183 +3%
AWAP
1817
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$658K -$2.22K -21 -0.3%
NFG
1818
Norris Financial Group
South Carolina
$655K +$660K +6,254 New
T
1819
TRUADVICE
Florida
$655K +$57K +540 +9%
FIA
1820
Foundations Investment Advisors
Arizona
$654K -$15.9K -151 -2%
CA
1821
Claro Advisors
Massachusetts
$654K +$17K +161 +3%
ASFA
1822
All Season Financial Advisors
Colorado
$654K +$659K +6,241 New
WA
1823
Waverly Advisors
Alabama
$653K +$320K +3,036 +90%
OFS
1824
Orrstown Financial Services
Pennsylvania
$651K -$45.4K -430 -7%
LIA
1825
LBMC Investment Advisors
Tennessee
$647K +$148K +1,399 +29%
71 72
73
74 75