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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1601
GHP Investment Advisors
Colorado
$1.42M +$105K +534 +7%
GPA
1602
Garrison Point Advisors
California
$1.42M -$103K -525 -6%
PWMAG
1603
Pinnacle Wealth Management Advisory Group
New Jersey
$1.42M +$27K +138 +2%
CAN
1604
Claraphi Advisory Network
United States
$1.41M +$538K +2,748 +48%
RSWM
1605
Robertson Stephens Wealth Management
California
$1.41M +$775K +3,959 +88%
AWM
1606
Alterna Wealth Management
Texas
$1.41M -$255K -1,303 -13%
PIC
1607
Portland Investment Counsel
Ontario, Canada
$1.41M – – –
CSA
1608
Cottage Street Advisors
Massachusetts
$1.4M -$1.14M -5,808 -41%
RMC
1609
Resources Management Corp
Connecticut
$1.4M -$8.81K -45 -0.5%
CRC
1610
Curi RMB Capital
Illinois
$1.39M -$106K -539 -6%
MWM
1611
Minot Wealth Management
Massachusetts
$1.39M +$547K +2,794 +50%
KIA
1612
KCM Investment Advisors
California
$1.39M +$168K +858 +11%
DWT
1613
Dorsey & Whitney Trust
South Dakota
$1.39M +$19.6K +100 +1%
CWAG
1614
Compton Wealth Advisory Group
Virginia
$1.38M -$95.9K -490 -6%
GCA
1615
Gradient Capital Advisors
California
$1.38M +$16.1K +82 +1%
DL
1616
DOHJ LLC
Washington
$1.38M +$67K +342 +4%
HB
1617
Homrich & Berg
Georgia
$1.38M +$67K +342 +4%
FMT
1618
First Mercantile Trust
Tennessee
$1.38M -$496K -2,532 -23%
AFA
1619
Abacus FCF Advisors
Florida
$1.38M +$492K +2,515 +40%
VVP
1620
Venture Visionary Partners
Ohio
$1.37M +$41.1K +210 +3%
CG
1621
CFO4Life Group
Texas
$1.37M -$106K -541 -6%
CAAS
1622
Capital Asset Advisory Services
Michigan
$1.37M +$94.2K +481 +8%
PCG
1623
Private Capital Group
Connecticut
$1.36M +$174K +889 +12%
SBSB
1624
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.36M +$71.9K +367 +5%
HTC
1625
Haverford Trust Company
Pennsylvania
$1.36M -$297K -1,516 -16%
63 64
65
66 67