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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1151
Wealth Architects
California
$4.06M -$170K -998 -5%
LSPW
1152
Lake Street Private Wealth
Illinois
$4.05M +$1.15M +6,743 +55%
MIC
1153
Maxi Investments CY
Cyprus
$4.04M – – –
AF
1154
Allworth Financial
California
$4.04M +$147K +861 +5%
BBWA
1155
Bell & Brown Wealth Advisors
California
$4.04M -$38.7K -227 -1%
CG
1156
Colony Group
Massachusetts
$4.03M -$1.31M -7,715 -29%
FT
1157
Fiduciary Trust
Massachusetts
$4.03M -$5.62K -33 -0.2%
PCM
1158
Penserra Capital Management
California
$4.02M +$1.72M +10,081 +113%
ACI
1159
Alpha Cubed Investments
California
$4M +$1.5M +8,801 +87%
TPCW
1160
TD Private Client Wealth
New York
$3.99M +$28.6K +168 +0.9%
GVAG
1161
Great Valley Advisor Group
Delaware
$3.98M -$1.18M -6,926 -27%
PNAA
1162
Pictet North America Advisors
Switzerland
$3.97M -$1.4M -8,212 -30%
1WA
1163
180 Wealth Advisors
Washington
$3.96M -$176K -1,031 -5%
HSA
1164
HBK Sorce Advisory
Pennsylvania
$3.96M +$3.18M +18,676 New
RIA
1165
Realta Investment Advisors
Delaware
$3.95M -$133K -782 -4%
HCM
1166
Hollencrest Capital Management
California
$3.94M +$2.23M +13,083 +238%
SQA
1167
Simon Quick Advisors
New Jersey
$3.92M +$214K +1,257 +7%
SW
1168
SkyOak Wealth
Michigan
$3.92M -$17K -100 -0.5%
WPC
1169
Wedmont Private Capital
Pennsylvania
$3.91M +$269K +1,579 +9%
MAWA
1170
Moss Adams Wealth Advisors
Washington
$3.91M +$68K +399 +2%
FM
1171
Foster & Motley
Ohio
$3.89M -$456K -2,680 -13%
LAM
1172
Lynch Asset Management
Pennsylvania
$3.87M +$85.2K +500 +3%
ISB
1173
Iowa State Bank
Iowa
$3.86M +$63.4K +372 +2%
CBT
1174
Central Bank & Trust
Kentucky
$3.85M +$2.9K +17 +0.1%
MCP
1175
Mirador Capital Partners
California
$3.83M +$2.19M +12,863 +248%
45 46
47
48 49