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Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
976
Cerity Partners OCIO
New York
$225K -$101K -1,893 -33%
QPWM
977
Quadrant Private Wealth Management
Pennsylvania
$224K +$207K +3,891 New
MWM
978
Mission Wealth Management
California
$224K +$207K +3,892 New
BCAM
979
Boston Common Asset Management
Massachusetts
$224K +$207K +3,901 New
FWM
980
Focused Wealth Management
New York
$222K – – –
MGIA
981
Moneta Group Investment Advisors
Missouri
$220K +$203K +3,829 New
BAIA
982
Bel Air Investment Advisors
California
$219K +$202K +3,808 New
SGCA
983
Steel Grove Capital Advisors
Tennessee
$219K +$202K +3,813 New
TAM
984
Trillium Asset Management
Massachusetts
$218K +$202K +3,799 New
BJL
985
Brighton Jones LLC
Washington
$216K +$200K +3,759 New
DWM
986
Dakota Wealth Management
Florida
$216K +$200K +3,767 New
BTWM
987
Baker Tilly Wealth Management
Wisconsin
$215K +$199K +3,743 New
FFA
988
Founders Financial Alliance
North Carolina
$215K +$211K +3,977 New
WT
989
Washington Trust
Rhode Island
$214K +$19.8K +373 +11%
IFG
990
Investors Financial Group
Minnesota
$214K +$198K +3,719 New
SWA
991
Stratos Wealth Advisors
Ohio
$213K +$197K +3,713 New
FHC
992
First Heartland Consultants
Missouri
$212K +$195K +3,681 New
BW
993
Bison Wealth
Georgia
$211K +$195K +3,664 New
AMCA
994
Arthur M. Cohen & Associates
Illinois
$211K +$195K +3,670 New
RFM
995
Royal Fund Management
Florida
$211K +$196K +3,685 New
UIA
996
UBP Investment Advisors
Switzerland
$210K +$196K +3,700 New
SCM
997
Spreng Capital Management
Ohio
$209K +$193K +3,635 New
TWM
998
Titus Wealth Management
California
$209K +$193K +3,640 New
SVWAG
999
Sound View Wealth Advisors Group
Georgia
$208K +$192K +3,621 New
CHA
1000
Cooper/Haims Advisors
New York
$207K +$191K +3,594 New
38 39
40
41 42