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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1651
Prio Wealth Limited Partnership
Massachusetts
$881K – – –
NDSI
1652
Newman Dignan & Sheerar Inc
Rhode Island
$880K +$18.2K +50 +2%
HPWM
1653
Highland Private Wealth Management
Washington
$879K +$364 +1 +0%
RIA
1654
Regal Investment Advisors
Michigan
$878K +$5.82K +16 +0.6%
CGPCS
1655
Capital Group Private Client Services
California
$877K +$917K +2,522 New
GWS
1656
Glassman Wealth Services
Virginia
$875K +$18.5K +51 +2%
HC
1657
Hamilton Capital
Ohio
$874K +$417K +1,148 +84%
EM
1658
Excalibur Management
Massachusetts
$873K +$43.6K +120 +5%
LWM
1659
Loveless Wealth Management
Montana
$872K +$50.9K +140 +6%
PWA
1660
Phoenix Wealth Advisors
North Carolina
$871K +$14.5K +40 +2%
LFM
1661
Lumina Fund Management
New York
$869K – – –
EWM
1662
Empirical Wealth Management
Washington
$868K -$151K -414 -14%
OC
1663
Oakworth Capital
Alabama
$868K – – –
HIP
1664
HUB Investment Partners
Texas
$864K -$21.5K -59 -2%
TWM
1665
Tradition Wealth Management
Minnesota
$863K +$2.91K +8 +0.3%
BWM
1666
Buckley Wealth Management
Nevada
$862K +$33.1K +91 +4%
CRWM
1667
Castle Rock Wealth Management
California
$861K +$175K +482 +24%
BAM
1668
Blueshift Asset Management
New Jersey
$860K -$20.1M -55,315 -96%
TWA
1669
TCI Wealth Advisors
Arizona
$859K +$20.4K +56 +2%
RMDI
1670
R.M. Davis Inc
Maine
$858K +$7.27K +20 +0.8%
BWA
1671
Beam Wealth Advisors
Louisiana
$857K +$4.73K +13 +0.5%
LIM
1672
Lagoda Investment Management
New York
$857K +$18.2K +50 +2%
CAIMH
1673
Central Asset Investments & Management Holdings
Hong Kong
$855K -$1.2M -3,300 -57%
RPWA
1674
Regent Peak Wealth Advisors
Georgia
$853K -$20K -55 -2%
LF
1675
Lee Financial
Texas
$852K – – –
65 66
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