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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1151
CFM Wealth Partners
Texas
$1.47M -$114K -1,064 -7%
SAM
1152
Shell Asset Management
Netherlands
$1.47M -$1.13M -10,552 -44%
VT
1153
Vise Technologies
New York
$1.46M +$264K +2,455 +22%
VAS
1154
Vestmark Advisory Solutions
Massachusetts
$1.46M +$102K +952 +8%
RFG
1155
Range Financial Group
Oregon
$1.46M -$9.89K -92 -0.7%
SFS
1156
Sowell Financial Services
Arkansas
$1.45M +$284K +2,640 +25%
PGWM
1157
Parisi Gray Wealth Management
New Jersey
$1.44M -$226K -2,100 -14%
MIA
1158
MeadowBrook Investment Advisors
Michigan
$1.44M +$1.43M +13,264 New
MCM
1159
Manchester Capital Management
Vermont
$1.43M +$37.5K +349 +3%
BEAM
1160
Baker Ellis Asset Management
Washington
$1.43M -$59.2K -551 -4%
CCP
1161
Carmel Capital Partners
California
$1.42M -$73.7K -686 -5%
MG
1162
Mather Group
Illinois
$1.42M +$202K +1,877 +17%
EWA
1163
EverSource Wealth Advisors
Alabama
$1.41M +$233K +2,165 +20%
BGDI
1164
BW Gestao de Investimentos
Brazil
$1.41M -$4.8M -44,654 -77%
PFSC
1165
Peoples Financial Services Corp
Pennsylvania
$1.41M -$7.74K -72 -0.6%
IFAM
1166
Institutional & Family Asset Management
Colorado
$1.4M +$1.72K +16 +0.1%
IAS
1167
Insigneo Advisory Services
Florida
$1.4M +$247K +2,294 +22%
GSC
1168
G&S Capital
Colorado
$1.4M +$1.38M +12,863 New
RSWM
1169
Robertson Stephens Wealth Management
California
$1.4M +$165K +1,535 +14%
MMG
1170
Monetary Management Group
Missouri
$1.39M -$737K -6,855 -35%
QCG
1171
Quadrant Capital Group
Ohio
$1.39M +$163K +1,516 +13%
CI
1172
Cigna Investments
Connecticut
$1.39M -$1.93K -18 -0.1%
MBT
1173
Montecito Bank & Trust
California
$1.39M +$6.34K +59 +0.5%
CPW
1174
Cove Private Wealth
New York
$1.38M +$1.37M +12,720 New
ET
1175
Equitable Trust
Tennessee
$1.38M -$53.5K -498 -4%
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