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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1301
Ropes Wealth Advisors
Massachusetts
$2.64M +$38.9K +213 +2%
TPA
1302
Trivium Point Advisory
Connecticut
$2.63M +$10.8K +59 +0.4%
HMS
1303
Hanseatic Management Services
New Mexico
$2.63M +$2.49M +13,617 New
GVAG
1304
Great Valley Advisor Group
Delaware
$2.62M +$345K +1,887 +16%
WEC
1305
Winslow Evans & Crocker
Massachusetts
$2.61M -$121K -660 -5%
SNT
1306
Security National Trust
West Virginia
$2.6M -$9.68K -53 -0.4%
RCM
1307
RB Capital Management
Nevada
$2.6M -$102K -560 -4%
KCM
1308
Karp Capital Management
California
$2.6M -$44.8K -245 -2%
AAM
1309
AR Asset Management
California
$2.59M – – –
WAS
1310
WESPAC Advisors SoCal
California
$2.59M -$92.1K -504 -4%
SFP
1311
Shepherd Financial Partners
Massachusetts
$2.58M -$5.85K -32 -0.2%
EWM
1312
Evercore Wealth Management
New York
$2.57M +$193K +1,059 +9%
SCM
1313
Schnieders Capital Management
California
$2.56M +$290K +1,587 +14%
WIM
1314
Waverton Investment Management
United Kingdom
$2.54M +$49.7K +272 +2%
CAN
1315
Claraphi Advisory Network
United States
$2.54M +$647K +3,541 +37%
MWM
1316
Marietta Wealth Management
Georgia
$2.52M +$49K +268 +2%
RCAG
1317
Rehmann Capital Advisory Group
Michigan
$2.52M +$339K +1,856 +17%
EFS
1318
Essex Financial Services
Connecticut
$2.52M -$185K -1,012 -7%
MVA
1319
Mount Vernon Associates
Maryland
$2.5M -$6.39K -35 -0.3%
PWAG
1320
Polaris Wealth Advisory Group
California
$2.47M +$322K +1,760 +16%
CIP
1321
Capital Insight Partners
Arizona
$2.46M -$11.7K -64 -0.5%
PAMG
1322
Patton Albertson Miller Group
Tennessee
$2.46M +$645K +3,531 +37%
PP
1323
Professional Planning
California
$2.46M -$491K -2,688 -17%
HPWM
1324
Highland Private Wealth Management
Washington
$2.46M -$75.1K -411 -3%
ZB
1325
Zions Bancorporation
Utah
$2.43M +$340K +1,862 +17%
51 52
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