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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
1701
Jackson Square Capital
California
$1.85M -$2.99K -6 -0.2%
HWA
1702
HCR Wealth Advisors
California
$1.84M -$63.3K -127 -3%
BC
1703
Burney Company
Virginia
$1.83M +$45.9K +92 +3%
RLH
1704
RD Lewis Holdings
Florida
$1.83M +$18.9K +38 +1%
MAG
1705
Meadowbrook Advisors Group
New Jersey
$1.83M +$43.9K +88 +3%
ESB
1706
Essex Savings Bank
Connecticut
$1.83M -$3.99K -8 -0.2%
SCM
1707
Schnieders Capital Management
California
$1.83M +$597K +1,198 +51%
TWM
1708
Thrive Wealth Management
Pennsylvania
$1.82M +$91.7K +184 +5%
VFA
1709
Voya Financial Advisors
Connecticut
$1.82M -$156K -312 -8%
GWS
1710
Greykasell Wealth Strategies
California
$1.82M -$20.9K -42 -1%
PGA
1711
Portland Global Advisors
Maine
$1.82M +$1.37M +2,741 +340%
SC
1712
Stance Capital
Massachusetts
$1.82M -$2.47M -4,944 -58%
HCP
1713
Holt Capital Partners
Texas
$1.82M +$143K +286 +9%
BI
1714
BlueSpruce Investments
Illinois
$1.8M -$33.4M -66,950 -95%
SAM
1715
Steinberg Asset Management
New York
$1.8M +$383K +769 +28%
PCP
1716
Proficio Capital Partners
Massachusetts
$1.8M +$1.54M +3,083 +743%
PWMG
1717
Prestige Wealth Management Group
New Jersey
$1.8M +$437K +877 +33%
WWM
1718
Whalen Wealth Management
Nevada
$1.78M -$361K -725 -17%
MTIC
1719
Missouri Trust & Investment Company
Missouri
$1.78M -$63.3K -127 -4%
WCM
1720
Weaver Capital Management
Georgia
$1.77M – – –
SCM
1721
SCS Capital Management
Massachusetts
$1.77M -$116K -232 -6%
OFG
1722
Oxford Financial Group
Indiana
$1.77M -$311K -624 -15%
4WM
1723
44 Wealth Management
Oregon
$1.77M -$8.97K -18 -0.5%
JAG
1724
Journey Advisory Group
Kentucky
$1.76M +$109K +219 +7%
ARG
1725
Advisory Resource Group
Oklahoma
$1.76M +$182K +365 +12%
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