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Name Holding Trade Value Shares
Change 		Change in
Stake
RFMS
951
RWQ Financial Management Services
Florida
$7.45M +$841K +4,561 +13%
KCM
952
Kempner Capital Management
Texas
$7.45M – – –
WANY
953
Wealthspire Advisors (New York)
New York
$7.4M +$1.82M +9,864 +33%
FFWA
954
FRG Family Wealth Advisors
Washington
$7.4M +$77.8K +422 +1%
AWA
955
ARS Wealth Advisors
Florida
$7.38M +$1.75M +9,476 +31%
WP
956
WMS Partners
Maryland
$7.37M -$104K -565 -1%
VFA
957
Voya Financial Advisors
Connecticut
$7.36M -$549K -2,977 -7%
RP
958
Rice Partnership
Hawaii
$7.33M +$385K +2,087 +6%
RWM
959
RKL Wealth Management
Pennsylvania
$7.32M -$432K -2,342 -6%
KSCM
960
Key Square Capital Management
Connecticut
$7.32M +$7.32M +39,680 New
MWM
961
Marietta Wealth Management
Georgia
$7.32M -$173K -939 -2%
AAS
962
Annex Advisory Services
Wisconsin
$7.31M -$135K -733 -2%
WKWM
963
Walter & Keenan Wealth Management
Indiana
$7.29M -$320K -1,733 -4%
ANTB
964
AMG National Trust Bank
Colorado
$7.28M -$1.83M -9,929 -20%
MWM
965
Madison Wealth Management
Ohio
$7.28M +$54.4K +295 +0.8%
PI
966
PEAK6 Investments
Illinois
$7.26M -$16.7M -90,816 -70%
WCA
967
Westover Capital Advisors
Delaware
$7.24M -$496K -2,687 -6%
VIG
968
Vienna Insurance Group
Poland
$7.23M +$7.23M +39,200 New
VI
969
Vestcor Inc
New Brunswick, Canada
$7.21M -$132K -718 -2%
KFP
970
KMG Fiduciary Partners
Ohio
$7.19M -$182K -986 -2%
FAT
971
First American Trust
California
$7.19M -$68.4K -371 -0.9%
BDWM
972
Brewin Dolphin Wealth Management
Ireland
$7.15M +$581K +3,152 +9%
MP
973
McDonald Partners
Ohio
$7.14M -$82.4K -447 -1%
SAIG
974
Semper Augustus Investments Group
Colorado
$7.12M -$15.5K -84 -0.2%
WB
975
Webster Bank
Connecticut
$7.09M +$247K +1,341 +4%
37 38
39
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