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GWRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
551
Brown, Lisle/Cummings
Rhode Island
$35.2K – – –
HBW
552
Hazlett, Burt & Watson
West Virginia
$31K – – –
RA
553
RiverPark Advisors
New York
$29.5K -$6.19K -28 -16%
HNB
554
Huntington National Bank
Ohio
$26.5K -$5.97K -27 -17%
SS
555
SBI Securities
Japan
$26.1K +$885 +4 +3%
HFM
556
Harvest Fund Management
China
$26K – – –
CIM
557
Contravisory Investment Management
Massachusetts
$23.1K – – –
SWM
558
SHP Wealth Management
Massachusetts
$23.1K +$25.4K +115 New
CPG
559
Cornerstone Planning Group
New Jersey
$23.1K -$442 -2 -1%
RFP
560
Root Financial Partners
California
$22.9K -$2.43K -11 -9%
BOJHT
561
Bank of Jackson Hole Trust
Wyoming
$22.7K – – –
MWPCG
562
Measured Wealth Private Client Group
New Hampshire
$22.3K -$2.88K -13 -10%
BWL
563
Bogart Wealth LLC
Virginia
$21.7K -$442 -2 -2%
NMG
564
New Millennium Group
Utah
$20.9K +$23K +104 New
BCPWM
565
Bradley & Co Private Wealth Management
Florida
$19.9K – – –
CT
566
Colonial Trust
South Carolina
$19.7K – – –
RAM
567
Reflection Asset Management
South Carolina
$16.1K +$17.7K +80 New
B
568
Bayban
Minnesota
$15.3K +$16.8K +76 New
PWPS
569
Pinnacle Wealth Planning Services
Ohio
$15.3K +$16.8K +76 New
SWM
570
Spire Wealth Management
Virginia
$15.1K -$21.9K -99 -57%
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$14.9K +$442 +2 +3%
RF
572
Rossby Financial
Florida
$14.9K +$8.18K +37 +100%
CIAS
573
CBIZ Investment Advisory Services
Ohio
$14.3K +$15.7K +71 New
AWM
574
Activest Wealth Management
Florida
$12.9K +$6.64K +30 +88%
TFA
575
Transamerica Financial Advisors
Florida
$12.7K +$4.2K +19 +43%
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