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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Sculati Wealth Management
Michigan
$2.53M +$34.3K +133 +1%
CWM
1602
Circle Wealth Management
New Jersey
$2.52M +$305K +1,182 +14%
CDH
1603
Charles D. Hyman
$2.52M +$38.7K +150 +2%
RWM
1604
RKL Wealth Management
Pennsylvania
$2.52M +$133K +514 +6%
EWA
1605
Evolution Wealth Advisors
Florida
$2.52M +$406K +1,573 +20%
BWM
1606
BNC Wealth Management
Oregon
$2.49M +$2.45M +9,500 New
NB
1607
NBT Bank
New York
$2.49M +$18.6K +72 +0.8%
CRIG
1608
Charter Research & Investment Group
Connecticut
$2.48M -$20.6K -80 -0.8%
GCA
1609
Gradient Capital Advisors
California
$2.47M +$269K +1,045 +12%
AA
1610
ALPS Advisors
Colorado
$2.47M -$217K -843 -8%
GKFF
1611
George Kaiser Family Foundation
Oklahoma
$2.46M +$389K +1,509 +19%
GLA
1612
Good Life Advisors
Pennsylvania
$2.45M +$272K +1,053 +13%
JIP
1613
Jaffetilchin Investment Partners
Florida
$2.45M +$556K +2,156 +30%
AIM
1614
Aspen Investment Management
Michigan
$2.44M +$555K +2,153 +30%
MFG
1615
Merit Financial Group
Georgia
$2.44M +$64K +248 +3%
PGWM
1616
Parisi Gray Wealth Management
New Jersey
$2.43M +$24K +93 +1%
AWA
1617
Arete Wealth Advisors
Illinois
$2.43M +$144K +558 +6%
BMC
1618
Beaton Management Company
Massachusetts
$2.42M -$23.7K -92 -1%
NF
1619
Nikulski Financial
Iowa
$2.42M -$33.5K -130 -1%
CAS
1620
Cascadia Advisory Services
Oregon
$2.42M +$2.01M +7,807 +547%
FHC
1621
First Horizon Corporation
Tennessee
$2.42M +$2.38M +9,231 New
CSA
1622
Cottage Street Advisors
Massachusetts
$2.41M +$186K +722 +9%
SWMG
1623
Strategic Wealth Management Group
Maryland
$2.41M +$13.4K +52 +0.6%
KWA
1624
KCS Wealth Advisory
California
$2.41M +$100K +388 +4%
CPO
1625
Cerity Partners OCIO
New York
$2.41M -$61.6K -239 -3%
63 64
65
66 67