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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1301
Robertson Stephens Wealth Management
California
$1.92M -$171K -1,646 -10%
VCM
1302
Violich Capital Management
California
$1.92M -$114K -1,100 -7%
EWM
1303
Empirical Wealth Management
Washington
$1.92M +$72.2K +695 +5%
RCI
1304
RS Crum Inc
California
$1.92M -$20.4K -196 -1%
SW
1305
SteelPeak Wealth
California
$1.91M -$37.1K -357 -2%
UBG
1306
United Bank (Georgia)
Georgia
$1.91M -$59.3K -571 -4%
NAM
1307
NTV Asset Management
West Virginia
$1.9M -$10.4K -100 -0.6%
WPC
1308
Wedmont Private Capital
Pennsylvania
$1.9M -$137K -1,319 -8%
XF
1309
XML Financial
Maryland
$1.9M -$21.2K -204 -1%
PWM
1310
Palumbo Wealth Management
New York
$1.9M -$43K -414 -3%
PFA
1311
Pure Financial Advisors
California
$1.9M +$310K +2,979 +24%
AIC
1312
Archer Investment Corporation
Indiana
$1.89M -$22.6K -218 -1%
ST
1313
Smithfield Trust
Pennsylvania
$1.89M -$119K -1,150 -7%
MMPW
1314
Mitchell McLeod Pugh & Williams
Alabama
$1.89M +$16.8K +162 +1%
CANC
1315
Culbertson A N & Co
Virginia
$1.89M -$595K -5,722 -27%
SWP
1316
Sagespring Wealth Partners
Tennessee
$1.89M +$104K +1,004 +7%
BIA
1317
Bigelow Investment Advisors
Maine
$1.88M +$4.16K +40 +0.3%
WWM
1318
Western Wealth Management
Colorado
$1.88M +$102K +981 +7%
MAM
1319
Milestone Asset Management
Pennsylvania
$1.88M -$1.64M -15,830 -51%
CWM
1320
Cordatus Wealth Management
Pennsylvania
$1.88M +$1.14K +11 +0.1%
PAS
1321
Parsonex Advisory Services
Colorado
$1.87M +$1.57M +15,087 New
PCM
1322
Princeton Capital Management
New Jersey
$1.87M -$295K -2,835 -16%
IFU
1323
iSAM Funds (UK)
United Kingdom
$1.87M +$853K +8,210 +120%
FWCM
1324
Ferguson Wellman Capital Management
Oregon
$1.86M -$499K -4,802 -24%
DFA
1325
Delta Financial Advisors
Louisiana
$1.86M +$226K +2,174 +17%
51 52
53
54 55