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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1926
Riverbridge Partners
Minnesota
$414K +$27.3K +543 +7%
LGA
1927
Lebenthal Global Advisors
New York
$414K +$74K +1,470 +23%
SFG
1928
StrategIQ Financial Group
Indiana
$413K -$6.54K -130 -2%
IFWM
1929
Institute for Wealth Management
Colorado
$413K -$1.86K -37 -0.5%
CWC
1930
Carolinas Wealth Consulting
North Carolina
$413K -$503 -10 -0.1%
WFG
1931
Wills Financial Group
Virginia
$410K – – –
AO
1932
Advisor OS
Illinois
$410K +$1.31K +26 +0.3%
PS
1933
Portfolio Solutions
Michigan
$408K +$14K +278 +4%
WA
1934
Wealth Architects
California
$408K +$14.1K +280 +4%
MPCG
1935
Matrix Private Capital Group
New York
$408K +$99K +1,966 +34%
SN
1936
Sittner & Nelson
Oregon
$407K – – –
PA
1937
Probity Advisors
Texas
$407K +$389K +7,728 New
WTB
1938
Washington Trust Bank
Washington
$406K -$108K -2,139 -22%
MIM
1939
Miller Investment Management
Pennsylvania
$406K – – –
EI
1940
Ellevest Inc
New York
$405K +$60.3K +1,198 +18%
AWM
1941
Absher Wealth Management
North Carolina
$404K -$3.22K -64 -0.8%
HVIA
1942
Hudson Valley Investment Advisors
New York
$403K – – –
GSEP
1943
Golden State Equity Partners
California
$403K +$385K +7,651 New
CIC
1944
Cornercap Investment Counsel
Georgia
$402K -$359K -7,125 -48%
SAM
1945
S.A. Mason
Michigan
$402K – – –
OCM
1946
Orleans Capital Management
Louisiana
$400K -$10.1K -200 -3%
BMC
1947
Benin Management Corp
Connecticut
$399K +$65.4K +1,300 +21%
ACP
1948
Aveo Capital Partners
Colorado
$398K +$380K +7,558 New
EM
1949
ELCO Management
New York
$395K -$14.8K -294 -4%
9WM
1950
9258 Wealth Management
Ohio
$394K +$50.4K +1,001 +15%
76 77
78
79 80