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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1951
44 Wealth Management
Oregon
$8.85M +$219K +914 +3%
DBG
1952
De Burlo Group
Massachusetts
$8.84M -$4.95M -20,610 -36%
WPC
1953
Wedmont Private Capital
Pennsylvania
$8.83M +$4.18M +17,402 +80%
SWM
1954
Soundmark Wealth Management
Washington
$8.83M +$6K +25 +0.1%
XI
1955
XXEC Inc
Oklahoma
$8.83M +$87.8K +366 +1%
JGUA
1956
John G. Ullman & Associates
New York
$8.83M -$69.8K -291 -0.8%
NCM
1957
Northside Capital Management
Oregon
$8.81M +$917K +3,823 +12%
CD
1958
Chapin Davis
Maryland
$8.8M +$8.81M +36,692 New
KWM
1959
Keebeck Wealth Management
Illinois
$8.77M -$2.45M -10,211 -22%
SWM
1960
Sendero Wealth Management
Texas
$8.76M +$885K +3,689 +11%
CPO
1961
Cerity Partners OCIO
New York
$8.75M -$177K -736 -2%
AWP
1962
Ascent Wealth Partners
New York
$8.75M +$4.32K +18 +0%
BEI
1963
Benjamin Edwards Inc
Missouri
$8.73M +$587K +2,444 +7%
BMWM
1964
Brown Miller Wealth Management
Virginia
$8.73M +$133K +556 +2%
CBB
1965
Citizens Business Bank
California
$8.72M -$86.2K -359 -1%
GFP
1966
Gryphon Financial Partners
Ohio
$8.71M -$445K -1,854 -5%
RCM
1967
Ratan Capital Management
Florida
$8.69M +$5.16M +21,500 +146%
UWM
1968
Udine Wealth Management
Florida
$8.68M +$3.84K +16 +0%
CNBTD
1969
Citizens National Bank Trust Department
Mississippi
$8.66M -$200K -835 -2%
AWM
1970
Aevitas Wealth Management
Massachusetts
$8.66M +$5.28K +22 +0.1%
BWA
1971
BDO Wealth Advisors
Florida
$8.65M -$109K -455 -1%
JSC
1972
Jackson Square Capital
California
$8.63M -$4.11M -17,111 -32%
WMSA
1973
Weiss Multi-Strategy Advisers
New York
$8.63M -$22.6M -94,352 -72%
MS
1974
Marshall & Sullivan
Washington
$8.62M +$504K +2,102 +6%
GMA
1975
Glassy Mountain Advisors
Maryland
$8.61M +$8.62M +35,900 New
77 78
79
80 81