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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1226
Robertson Stephens Wealth Management
California
$950K -$95.6K -2,804 -7%
AIM
1227
Acropolis Investment Management
Missouri
$947K -$58.1K -1,703 -4%
CCM
1228
Chickasaw Capital Management
Tennessee
$946K – – –
WB
1229
Webster Bank
Connecticut
$945K -$105K -3,066 -8%
RPC
1230
Rossmore Private Capital
Connecticut
$942K -$10.4K -304 -0.8%
RP
1231
Riverbridge Partners
Minnesota
$941K -$6.89K -202 -0.6%
NLP
1232
Next Level Private
New York
$940K +$465K +13,645 +67%
YC
1233
Yarbrough Capital
Tennessee
$938K +$1.24M +36,400 New
BBWA
1234
Bell & Brown Wealth Advisors
California
$934K -$116K -3,397 -9%
LSC
1235
Lesa Sroufe & Co
Washington
$933K +$1.23M +36,215 New
FAIM
1236
Financial Advocates Investment Management
Washington
$931K -$340K -9,981 -22%
SIC
1237
SFE Investment Counsel
California
$931K -$281K -8,255 -19%
BCM
1238
BTR Capital Management
California
$930K -$92.7K -2,720 -7%
PBC
1239
Pavion Blue Capital
California
$929K +$34 +1 +0%
GSB
1240
Greenfield Savings Bank
Massachusetts
$927K -$87.9K -2,579 -7%
HAS
1241
HBW Advisory Services
California
$924K +$167K +4,899 +16%
FCCM
1242
First City Capital Management
Georgia
$923K +$39.7K +1,163 +3%
ACP
1243
Aviance Capital Partners
Florida
$921K +$584K +17,134 +92%
SAM
1244
Synergy Asset Management
Washington
$918K +$707K +20,746 +139%
WA
1245
Wealth Architects
California
$917K -$18.2K -534 -1%
FANJ
1246
Financial Architects (New Jersey)
New Jersey
$916K +$1.21M +35,561 New
PFG
1247
Peterson Financial Group
Iowa
$914K +$90K +2,641 +8%
CNC
1248
Citizens & Northern Corp
Pennsylvania
$914K +$414K +12,152 +52%
EWM
1249
Elite Wealth Management
Washington
$906K – – –
CPO
1250
Cerity Partners OCIO
New York
$905K -$114K -3,352 -9%
48 49
50
51 52