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Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1301
Focus Partners Advisor Solutions
Missouri
$3.95M -$917K -2,688 -19%
GFS
1302
GYL Financial Synergies
Connecticut
$3.94M +$188K +552 +5%
BFA
1303
Beaumont Financial Advisors
Massachusetts
$3.94M -$46.7K -137 -1%
MCB
1304
Morton Community Bank
Illinois
$3.93M +$296K +868 +8%
AWM
1305
Angeles Wealth Management
California
$3.93M +$211K +619 +6%
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$3.93M +$1.71K +5 +0%
WWM
1307
Western Wealth Management
Colorado
$3.93M -$686K -2,011 -15%
BMA
1308
Brooks Moore & Associates
Tennessee
$3.91M +$17.1K +50 +0.4%
IWS
1309
Insight Wealth Strategies
California
$3.91M +$326K +956 +9%
BWM
1310
Buckley Wealth Management
Nevada
$3.9M -$20.8K -61 -0.5%
LNWTC
1311
Laird Norton Wetherby Trust Company
Washington
$3.89M – – –
EFMC
1312
Empire Financial Management Company
New York
$3.89M +$181K +531 +5%
HA
1313
Hamel Associates
New Jersey
$3.89M +$37.9K +111 +1%
RWB
1314
RMR Wealth Builders
New Jersey
$3.87M +$233K +683 +6%
WWA
1315
WCG Wealth Advisors
Nevada
$3.86M +$3.82M +11,208 New
ZCI
1316
Zevenbergen Capital Investments
Washington
$3.85M -$52.9K -155 -1%
CPSC
1317
Carl P. Sherr & Co
Massachusetts
$3.84M +$682 +2 +0%
SC
1318
Searle & Co
Connecticut
$3.84M +$1.08M +3,154 +39%
PFA
1319
Pure Financial Advisors
California
$3.83M +$415K +1,218 +12%
HHAA
1320
Henry H. Armstrong Associates
Pennsylvania
$3.83M +$4.09K +12 +0.1%
CAC
1321
Certified Advisory Corp
Florida
$3.83M -$10.2K -30 -0.3%
GSB
1322
Greenfield Savings Bank
Massachusetts
$3.82M -$3.75K -11 -0.1%
CCA
1323
Checchi Capital Advisers
California
$3.82M -$55.6K -163 -1%
IB
1324
Intrust Bank
Kansas
$3.82M -$24.9K -73 -0.7%
CPA
1325
Capital Planning Advisors
California
$3.81M -$19.4K -57 -0.5%
51 52
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