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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1676
Angeles Wealth Management
California
$804K +$51.7K +156 +6%
WAAG
1677
Wealth Alliance Advisory Group
Kansas
$804K +$96.5K +291 +11%
AT
1678
Arden Trust
Delaware
$802K +$64.3K +194 +7%
VT
1679
Vise Technologies
New York
$802K +$64.6K +195 +7%
KP
1680
Keel Point
Alabama
$798K -$6.3K -19 -0.7%
ETIA
1681
Epic Trust Investment Advisors
Washington
$795K +$927K +2,795 New
BWM
1682
Buckley Wealth Management
Nevada
$789K -$13.3K -40 -1%
PC
1683
Permit Capital
Pennsylvania
$789K – – –
PFBT
1684
Parkside Financial Bank & Trust
Missouri
$788K +$45.7K +138 +5%
CP
1685
Castleview Partners
Texas
$788K +$364K +1,098 +66%
FPA
1686
First Pacific Advisors
California
$785K -$38.1K -115 -4%
PCM
1687
Pointe Capital Management
Michigan
$784K – – –
BM
1688
Brandywine Managers
Delaware
$782K – – –
BAMG
1689
Brand Asset Management Group
Missouri
$781K -$15.9K -48 -2%
BMWM
1690
Brown Miller Wealth Management
Virginia
$781K +$27.8K +84 +3%
RSWM
1691
Robertson Stephens Wealth Management
California
$780K -$18.6K -56 -2%
SFP
1692
Sweet Financial Partners
Minnesota
$772K +$246K +742 +38%
C
1693
Certuity
Florida
$771K +$68K +205 +8%
TCOT
1694
Trust Company of Toledo
Ohio
$769K – – –
SHFA
1695
SC&H Financial Advisors
Maryland
$768K -$113K -341 -11%
EWM
1696
Empirical Wealth Management
Washington
$768K +$74.9K +226 +9%
CANC
1697
Culbertson A N & Co
Virginia
$764K -$204K -615 -19%
CFM
1698
Coronation Fund Managers
South Africa
$763K -$18.9K -57 -2%
GWS
1699
Glassman Wealth Services
Virginia
$762K -$40.4K -122 -4%
RWB
1700
RMR Wealth Builders
New Jersey
$762K -$22.5K -68 -2%
66 67
68
69 70