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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1076
Waldron Private Wealth
Pennsylvania
$2.28M +$83.6K +1,250 +4%
GAM
1077
Grandview Asset Management
Pennsylvania
$2.27M – – –
LPT
1078
Legacy Private Trust
Wisconsin
$2.27M +$280K +4,190 +15%
RRCM
1079
Rappaport Reiches Capital Management
Illinois
$2.26M +$1.34K +20 +0.1%
WCM
1080
Weaver Capital Management
Georgia
$2.26M +$310K +4,640 +17%
AC
1081
Arjuna Capital
North Carolina
$2.26M +$6.69K +100 +0.3%
VAS
1082
Valicenti Advisory Services
New York
$2.26M +$178K +2,660 +9%
SAG
1083
SageView Advisory Group
California
$2.25M -$499K -7,460 -19%
WC
1084
Waterloo Capital
Texas
$2.25M -$68.2K -1,020 -3%
DWA
1085
Dorsey Wright & Associates
California
$2.24M -$27.4K -410 -1%
LCM
1086
Landscape Capital Management
New Jersey
$2.23M +$2.11M +31,490 New
CGF
1087
Constant Guidance Financial
Massachusetts
$2.23M +$800K +11,960 +61%
CPIG
1088
Chicago Partners Investment Group
Illinois
$2.23M -$12K -180 -0.6%
PFA
1089
Peak Financial Advisors
Colorado
$2.23M +$2.1M +31,400 New
EFG
1090
Everhart Financial Group
Ohio
$2.22M +$318K +4,750 +18%
CIM
1091
CIM Investment Management
Pennsylvania
$2.21M -$36.8K -550 -2%
CC
1092
Callan Capital
California
$2.21M +$158K +2,360 +8%
WP
1093
Westmount Partners
California
$2.21M +$16.7K +250 +0.8%
AA
1094
Altman Advisors
Illinois
$2.2M -$6.69K -100 -0.3%
HCM
1095
HMS Capital Management
Tennessee
$2.2M +$5.35K +80 +0.3%
HWA
1096
HCR Wealth Advisors
California
$2.2M +$77.6K +1,160 +4%
FPAS
1097
Focus Partners Advisor Solutions
Missouri
$2.19M +$152K +2,280 +8%
GA
1098
Geller Advisors
New York
$2.18M -$169K -2,530 -8%
VWM
1099
Venturi Wealth Management
Texas
$2.18M +$444K +6,640 +28%
CCWM
1100
Cassaday & Co Wealth Management
Virginia
$2.16M +$87.6K +1,310 +5%
42 43
44
45 46