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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
926
Umpqua Bank
Oregon
$2.19M +$22.2K +115 +0.8%
PSC
927
Portman Square Capital
United Kingdom
$2.19M +$2.65M +13,740 New
WPC
928
Wedmont Private Capital
Pennsylvania
$2.17M +$252K +1,305 +10%
BJL
929
Brighton Jones LLC
Washington
$2.16M -$37.6K -195 -1%
SW
930
SkyOak Wealth
Michigan
$2.16M – – –
WIM
931
WealthPlan Investment Management
Nebraska
$2.15M -$133K -690 -5%
NRS
932
Neville Rodie & Shaw
New York
$2.12M – – –
AWAU
933
Alliance Wealth Advisors (Utah)
Utah
$2.1M -$1.82M -9,420 -42%
BIAS
934
Beacon Investment Advisory Services
New Jersey
$2.09M -$408K -2,115 -14%
MFS
935
Mattson Financial Services
Michigan
$2.09M +$472K +2,450 +23%
GLR
936
Great Lakes Retirement
Ohio
$2.09M +$1.6M +8,290 +172%
VA
937
VestGen Advisors
Illinois
$2.09M +$2.52M +13,095 New
FPAS
938
Focus Partners Advisor Solutions
Missouri
$2.08M +$955K +4,955 +61%
HFM
939
Harvest Fund Management
China
$2.05M -$3.36M -17,410 -57%
CMI
940
Clare Market Investments
Texas
$2.05M -$492K -2,550 -17%
BWG
941
Beta Wealth Group
California
$2.04M +$95.4K +495 +4%
NL
942
NDWM LLC
California
$2.03M +$129K +670 +6%
LS
943
Leelyn Smith
Illinois
$2.03M +$46.3K +240 +2%
B
944
Bensler
Washington
$2.02M +$226K +1,175 +10%
LWAM
945
Legacy Wealth Asset Management
Minnesota
$2.01M -$95.4K -495 -4%
KFBMI
946
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.99M – – –
JPWM
947
Jamison Private Wealth Management
Georgia
$1.98M +$158K +820 +7%
HT
948
Headlands Technologies
Illinois
$1.97M +$2.38M +12,350 New
GPWM
949
Grant Private Wealth Management
California
$1.96M +$785K +4,075 +50%
VA
950
Valmark Advisers
Ohio
$1.96M – – –
36 37
38
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