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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1401
RB Capital Management
Nevada
$5.63M +$89K +268 +2%
QPWM
1402
Quadrant Private Wealth Management
Pennsylvania
$5.63M +$401K +1,207 +8%
LW
1403
Linscomb Wealth
Texas
$5.61M +$75.4K +227 +1%
MWA
1404
Monograph Wealth Advisors
California
$5.6M +$5.53M +16,651 New
CIA
1405
Capital Impact Advisors
Massachusetts
$5.57M +$986K +2,969 +22%
DSC
1406
Duncker Streett & Co
Missouri
$5.54M +$37.8K +114 +0.7%
AP
1407
Adero Partners
California
$5.53M +$1.93M +5,817 +55%
RHDIC
1408
R.H. Dinel Investment Counsel
California
$5.53M – – –
SG
1409
Stonnington Group
California
$5.52M +$356K +1,072 +7%
CCA
1410
Catalyst Capital Advisors
New York
$5.51M -$254K -764 -4%
JF
1411
Jump Financial
Illinois
$5.49M +$5.42M +16,330 New
PWPS
1412
Pinnacle Wealth Planning Services
Ohio
$5.46M +$1.73M +5,210 +47%
AIA
1413
AIMZ Investment Advisors
California
$5.45M -$12.9K -39 -0.2%
EN1L
1414
Engine No 1 LLC
California
$5.45M +$1.12M +3,362 +26%
SEC
1415
Seven Eight Capital
New York
$5.45M +$5.38M +16,203 New
GBT
1416
Grove Bank & Trust
Florida
$5.44M -$1.66K -5 -0%
BP
1417
Ballentine Partners
Massachusetts
$5.43M -$562K -1,692 -9%
SEEDPG
1418
S.E.E.D. Planning Group
New York
$5.43M +$622K +1,875 +13%
VR
1419
Viridian RIA
Washington
$5.42M +$5.35M +16,109 New
WAM
1420
Weatherly Asset Management
California
$5.41M +$2.32K +7 +0%
IWM
1421
IHT Wealth Management
Illinois
$5.4M +$66.1K +199 +1%
CWC
1422
Carolinas Wealth Consulting
North Carolina
$5.39M -$55.4K -167 -1%
S
1423
Seeyond
France
$5.39M -$536K -1,615 -9%
RCM
1424
Rings Capital Management
Illinois
$5.38M – – –
HWM
1425
HB Wealth Management
Georgia
$5.38M +$5.31M +15,998 New
55 56
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