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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1176
Modera Wealth Management
New Jersey
$742K +$252K +6,830 +68%
BBW
1177
Blue Barn Wealth
Utah
$739K +$11.8K +320 +2%
SVWAG
1178
Sound View Wealth Advisors Group
Georgia
$738K +$21.4K +580 +4%
VFA
1179
Voya Financial Advisors
Connecticut
$738K -$18K -490 -3%
BA
1180
Bridge Advisory
California
$737K +$737 +20 +0.1%
SF
1181
Summit Financial
New Jersey
$736K +$47.1K +1,280 +8%
AA
1182
Apriem Advisors
California
$732K +$36.8K +1,000 +6%
PIA
1183
Perennial Investment Advisors
California
$732K -$41.3K -1,120 -6%
RCA
1184
Riverview Capital Advisers
Massachusetts
$731K – – –
AFP
1185
Ausdal Financial Partners
Iowa
$731K +$21.4K +580 +4%
NSIM
1186
North Star Investment Management
Illinois
$726K – – –
WP
1187
WealthSource Partners
California
$726K +$116K +3,140 +24%
ECG
1188
Edge Capital Group
Georgia
$725K +$81.4K +2,210 +16%
CAM
1189
Close Asset Management
United Kingdom
$725K – – –
HS
1190
HighVista Strategies
Massachusetts
$724K +$351K +9,540 +138%
NRC
1191
New Republic Capital
North Carolina
$723K +$41.3K +1,120 +7%
AP
1192
Americana Partners
Texas
$723K +$147K +3,980 +32%
KMWM
1193
Keudell/Morrison Wealth Management
Oregon
$722K +$21K +570 +4%
LWCFA
1194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$722K +$27.6K +750 +5%
SAM
1195
Seelaus Asset Management
New Jersey
$721K -$278K -7,540 -32%
FCA
1196
FLC Capital Advisors
California
$721K -$17.3K -470 -3%
SFG
1197
SevenBridge Financial Group
Pennsylvania
$720K – – –
AG
1198
Ascent Group
Virginia
$719K +$57.5K +1,560 +11%
FCA
1199
FinTrust Capital Advisors
South Carolina
$717K – – –
CWA
1200
CM Wealth Advisors
Ohio
$717K +$620K +16,830 New
46 47
48
49 50