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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
901
Annex Advisory Services
Wisconsin
$6.02M +$401K +1,358 +7%
DWA
902
Douglass Winthrop Advisors
New York
$6.01M -$16.2K -55 -0.3%
EF
903
Empirical Finance
Pennsylvania
$6.01M +$334K +1,132 +5%
RSS
904
Rosenblum Silverman Sutton
California
$6M – – –
RWA
905
Ropes Wealth Advisors
Massachusetts
$5.99M +$62.9K +213 +1%
APSI
906
Asset Planning Services Inc
Louisiana
$5.99M +$45.5K +154 +0.7%
AG
907
Ascent Group
Virginia
$5.98M +$621K +2,103 +12%
LWM
908
Laidlaw Wealth Management
New York
$5.95M +$529K +1,792 +9%
FTDI
909
First Trust Direct Indexing
Massachusetts
$5.94M +$80.3K +272 +1%
CG
910
Caprock Group
Idaho
$5.93M +$462K +1,564 +8%
MAM
911
Meeder Asset Management
Ohio
$5.91M -$2.58M -8,724 -29%
SIG
912
Sky Investment Group
Connecticut
$5.9M +$94.2K +319 +2%
AWA
913
Arkadios Wealth Advisors
Georgia
$5.86M +$948K +3,212 +18%
AC
914
Arjuna Capital
North Carolina
$5.86M +$162K +549 +3%
LP
915
LMR Partners
United Kingdom
$5.85M +$6.3M +21,337 New
HCA
916
Harbour Capital Advisors
Virginia
$5.84M -$28K -95 -0.4%
MCM
917
Mattern Capital Management
Colorado
$5.8M +$286K +970 +5%
SCI
918
S&CO Inc
Massachusetts
$5.79M +$1.77K +6 +0%
WCF
919
West Coast Financial
California
$5.78M -$70.6K -239 -1%
HI
920
Harbour Investments
Wisconsin
$5.78M +$6.22M +21,065 New
BB
921
Berkshire Bank
Massachusetts
$5.75M +$32.5K +110 +0.5%
MA
922
Mutual Advisors
Nebraska
$5.73M +$174K +589 +3%
TPCW
923
TD Private Client Wealth
New York
$5.72M -$11.8K -40 -0.2%
MJP
924
Michael J. Puzo
$5.72M -$19.5K -66 -0.3%
EWM
925
Executive Wealth Management
Michigan
$5.72M -$1.28M -4,328 -17%
35 36
37
38 39