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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2051
Modera Wealth Management
New Jersey
$811K -$36.3K -188 -4%
APWM
2052
Atlas Private Wealth Management
New York
$808K +$49K +254 +5%
IP
2053
Interval Partners
New York
$806K +$965K +5,000 New
ZCM
2054
Zenyatta Capital Management
Delaware
$806K +$965K +5,000 New
MIC
2055
Meridian Investment Counsel
California
$805K +$68.5K +355 +8%
SBH
2056
Segall Bryant & Hamill
Illinois
$802K -$138K -717 -13%
HJMC
2057
Hellman Jordan Management Company
Massachusetts
$802K +$673K +3,489 +235%
CA
2058
Cambridge Advisors
Nebraska
$801K -$36.8K -191 -4%
PHK
2059
Point72 Hong Kong
Hong Kong
$801K +$959K +4,970 New
TIA
2060
Traphagen Investment Advisors
New Jersey
$800K +$166K +862 +21%
PFA
2061
Professional Financial Advisors
Nebraska
$795K +$96.5K +500 +11%
TFS
2062
TrustCore Financial Services
Tennessee
$794K -$34.5K -179 -4%
LSA
2063
Lion Street Advisors
Texas
$791K -$17.7K -92 -4%
APG
2064
Abacus Planning Group
South Carolina
$791K -$10.6K -55 -1%
EBWM
2065
Eagle Bluffs Wealth Management
Missouri
$791K +$48.2K +250 +5%
CAGAS
2066
Capital Advisory Group Advisory Services
Minnesota
$789K -$37.2K -193 -5%
NAMA
2067
Nikko Asset Management Americas
New York
$789K +$409K +2,121 +75%
FAG
2068
Fortitude Advisory Group
Washington
$785K -$27.8K -144 -3%
MFG
2069
MidWestOne Financial Group
Iowa
$783K -$362K -1,875 -28%
SCP
2070
Shorepoint Capital Partners
Massachusetts
$783K +$166K +862 +22%
TF
2071
TLWM Financial
Texas
$782K -$1.35K -7 -0.1%
WA
2072
WBH Advisory
Maryland
$776K -$95.5K -495 -9%
FP
2073
Financial Perspectives
Minnesota
$772K – – –
NF
2074
Nikulski Financial
Iowa
$770K -$167K -866 -15%
MBT
2075
Montecito Bank & Trust
California
$768K -$214K -1,110 -19%
81 82
83
84 85