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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
801
PGGM Investments
Netherlands
$1.56M +$1.49M +45,140 New
DWM
802
Darwin Wealth Management
Florida
$1.56M -$328K -9,900 -17%
GCM
803
Glynn Capital Management
California
$1.55M – – –
GWM
804
Geneos Wealth Management
Colorado
$1.54M +$50K +1,510 +3%
SFG
805
Snider Financial Group
Washington
$1.54M -$1.36M -41,210 -48%
GFP
806
Gryphon Financial Partners
Ohio
$1.54M -$76.8K -2,320 -5%
BCM
807
Brookstone Capital Management
Illinois
$1.54M -$256K -7,730 -14%
BOH
808
Bank of Hawaii
Hawaii
$1.54M +$154K +4,660 +12%
PGFC
809
Peapack-Gladstone Financial Corp
New Jersey
$1.51M -$58.9K -1,780 -4%
RC
810
Roundview Capital
New Jersey
$1.51M +$25.8K +780 +2%
RIA
811
Realta Investment Advisors
Delaware
$1.5M +$107K +3,220 +8%
GRP
812
Global Retirement Partners
California
$1.49M +$202K +6,100 +15%
IFWM
813
Institute for Wealth Management
Colorado
$1.48M -$9.27K -280 -0.6%
RWM
814
Ritholtz Wealth Management
New York
$1.48M +$28.5K +860 +2%
KWM
815
Kingsview Wealth Management
Oregon
$1.47M -$58.9K -1,780 -4%
FMI
816
F/M Investments
District of Columbia
$1.47M +$1.41M +42,550 New
CWP
817
CFM Wealth Partners
Texas
$1.45M +$7.28K +220 +0.5%
MOS
818
MGO One Seven
Ohio
$1.44M +$316K +9,540 +30%
CL
819
Choreo LLC
Illinois
$1.44M +$1.38M +41,770 New
EWM
820
Evercore Wealth Management
New York
$1.44M +$4.63K +140 +0.3%
SP
821
SWS Partners
Ohio
$1.44M +$1.38M +41,570 New
SQA
822
Simon Quick Advisors
New Jersey
$1.43M +$203K +6,120 +17%
AA
823
Altman Advisors
Illinois
$1.43M -$188K -5,670 -10%
SLI
824
Sumitomo Life Insurance
Japan
$1.42M -$12.2K -370 -0.9%
AIM
825
Allen Investment Management
New York
$1.41M -$1.19M -36,080 -47%
31 32
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