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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1501
Wedgewood Investors
Pennsylvania
$1.24M – – –
CPO
1502
Cerity Partners OCIO
New York
$1.24M +$154K +704 +15%
VFA
1503
Valeo Financial Advisors
Indiana
$1.24M -$114K -520 -9%
RI
1504
Ridgewood Investments
New Jersey
$1.22M +$15.3K +70 +1%
LSAG
1505
Lake Street Advisors Group
New Hampshire
$1.22M +$47K +215 +4%
REMPR
1506
Roof Eidam Maycock Peralta (REMP)
California
$1.22M +$11.1K +51 +1%
CIM
1507
CenturyLink Investment Management
Colorado
$1.21M -$193K -884 -14%
CW
1508
CreativeOne Wealth
Kansas
$1.21M -$6.78K -31 -0.6%
BFC
1509
Blue Fin Capital
Rhode Island
$1.21M -$136K -620 -11%
NG
1510
Northstar Group
New York
$1.21M -$10.7K -49 -0.9%
EGA
1511
E&G Advisors
Texas
$1.2M -$65.6K -300 -5%
RIA
1512
Realta Investment Advisors
Delaware
$1.2M -$32.4K -148 -3%
VCA
1513
Verdence Capital Advisors
Maryland
$1.2M +$64.7K +296 +6%
SWA
1514
SFMG Wealth Advisors
Texas
$1.2M +$20.8K +95 +2%
CB
1515
CNB Bank
Pennsylvania
$1.2M -$172K -789 -13%
FBFS
1516
First Business Financial Services
Wisconsin
$1.2M – – –
SCP
1517
Sandhill Capital Partners
New York
$1.2M +$40.2K +184 +4%
UBG
1518
United Bank (Georgia)
Georgia
$1.2M +$461K +2,110 +69%
GW
1519
GW & Wade
Massachusetts
$1.19M +$31.3K +143 +3%
BO
1520
BRR OpCo
Ohio
$1.19M +$74.3K +340 +7%
FPS
1521
Fieldpoint Private Securities
Connecticut
$1.19M -$6.56K -30 -0.6%
SLT
1522
St Louis Trust
Missouri
$1.18M – – –
PAM
1523
Paradigm Asset Management
New York
$1.17M -$240K -1,100 -18%
EWM
1524
Empirical Wealth Management
Washington
$1.17M -$19K -87 -2%
CPR
1525
CSU Producer Resources
Ohio
$1.16M – – –
59 60
61
62 63