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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1501
Austin Private Wealth
Texas
$296K -$172K -1,175 -38%
CAS
1502
Coppell Advisory Solutions
Texas
$295K +$275K +1,875 New
SAM
1503
SignalPoint Asset Management
Missouri
$294K +$18.3K +125 +7%
HCM
1504
Hillman Capital Management
Maryland
$291K -$31.5K -215 -10%
BPCE
1505
Bank Pictet & Cie (Europe)
Germany
$291K – – –
PWP
1506
Pursue Wealth Partners
California
$290K +$271K +1,845 New
RIM
1507
Redwood Investment Management
Arizona
$290K +$29.3K +200 +12%
MW
1508
Members Wealth
Pennsylvania
$290K +$208K +1,415 New
MFIM
1509
Mesirow Financial Investment Management
Illinois
$289K -$1.47K -10 -0.5%
GCS
1510
Gordian Capital (Singapore)
Singapore
$289K – – –
SFG
1511
Sovereign Financial Group
Connecticut
$289K +$5.14K +35 +2%
PCM
1512
Permanent Capital Management
Illinois
$289K +$206K +1,405 New
BAM
1513
Bosun Asset Management
Illinois
$289K -$31.5K -215 -10%
CHA
1514
Cooper/Haims Advisors
New York
$289K +$14.7K +100 +6%
RSWM
1515
Robertson Stephens Wealth Management
California
$288K +$36K +245 +15%
SIM
1516
SSI Investment Management
California
$287K – – –
RZH
1517
Relyea Zuckerberg Hanson
Connecticut
$287K +$14.7K +100 +6%
FCA
1518
FinTrust Capital Advisors
South Carolina
$287K +$79.2K +540 +42%
NRC
1519
New Republic Capital
North Carolina
$286K -$16.9K -115 -6%
CWM
1520
Cornerstone Wealth Management
Missouri
$286K +$266K +1,815 New
RPWA
1521
Regent Peak Wealth Advisors
Georgia
$286K -$27.1K -185 -9%
PP
1522
Pegasus Partners
Wisconsin
$284K +$31.5K +215 +14%
JSW
1523
Journey Strategic Wealth
New Jersey
$283K +$264K +1,800 New
DWP
1524
Destiny Wealth Partners
Florida
$282K – – –
WHG
1525
Westwood Holdings Group
Texas
$282K +$2.2K +15 +0.8%
59 60
61
62 63