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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2051
Rockingstone Advisors
Massachusetts
$4M -$155K -240 -3%
I
2052
INVST
Indiana
$4M +$1.25M +1,934 +39%
GCM
2053
Glynn Capital Management
California
$3.99M +$5.81K +9 +0.1%
LAIC
2054
Lederer & Associates Investment Counsel
California
$3.98M +$152K +236 +4%
PWS
2055
Precision Wealth Strategies
Missouri
$3.98M +$535K +830 +14%
OWMIAS
2056
One Wealth Management Investment & Advisory Services
Florida
$3.98M +$119K +185 +3%
RPCONE
2057
Retirement Planning Company of New England
Rhode Island
$3.97M -$52.9K -82 -1%
EWM
2058
Evercore Wealth Management
New York
$3.97M -$222K -344 -5%
RZH
2059
Relyea Zuckerberg Hanson
Connecticut
$3.97M +$72.9K +113 +2%
SA
2060
Strategic Advocates
Utah
$3.97M -$875K -1,357 -16%
FFG
2061
Fortem Financial Group
California
$3.97M -$25.2K -39 -0.6%
COI
2062
Connable Office Inc
Michigan
$3.96M -$686K -1,064 -13%
AWA
2063
Alta Wealth Advisors
Massachusetts
$3.96M +$23.9K +37 +0.5%
SW
2064
SlateStone Wealth
Florida
$3.96M -$109K -169 -2%
CCT
2065
Capital City Trust
Florida
$3.95M +$106K +164 +2%
USWG
2066
U.S. Wealth Group
New York
$3.95M -$131K -203 -3%
WG
2067
Winton Group
United Kingdom
$3.94M +$1.76M +2,723 +66%
1WM
2068
1858 Wealth Management
Ohio
$3.94M -$298K -462 -6%
SWA
2069
Strategies Wealth Advisors
Michigan
$3.93M +$1.86M +2,887 +73%
FPCP
2070
Fort Point Capital Partners
California
$3.93M -$105K -162 -2%
BFA
2071
Brown Financial Advisors
Ohio
$3.93M +$236K +366 +6%
LP
2072
LMR Partners
United Kingdom
$3.92M -$12.1M -18,700 -73%
AFAS
2073
Acorn Financial Advisory Services
Virginia
$3.92M -$206K -319 -4%
PWS
2074
Peterson Wealth Services
Utah
$3.91M +$734K +1,138 +20%
FBT
2075
First Bankers Trust
Kentucky
$3.91M +$460K +713 +12%
81 82
83
84 85