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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2126
Faithward Advisors
Pennsylvania
$14.6M -$218K -1,060 -1%
PP
2127
Paladin Partners
Wisconsin
$14.6M +$1.18M +5,721 +8%
SP
2128
Symmetry Partners
Connecticut
$14.6M +$10.3M +49,874 +216%
MCP
2129
Mirador Capital Partners
California
$14.6M +$2.38M +11,578 +19%
HFM
2130
Hartford Financial Management
Connecticut
$14.6M +$218K +1,062 +1%
LI
2131
LRI Investments
Florida
$14.6M +$334K +1,625 +2%
PTB
2132
Pioneer Trust Bank
Oregon
$14.6M +$75.7K +368 +0.5%
WAS
2133
WESPAC Advisors SoCal
California
$14.5M +$2.11M +10,250 +16%
RPGK
2134
Retirement Planning Group (Kansas)
Kansas
$14.5M +$2.15M +10,465 +17%
IAS
2135
IMA Advisory Services
Colorado
$14.5M +$1.12M +5,432 +8%
FHWM
2136
Fox Hill Wealth Management
Massachusetts
$14.5M +$441K +2,147 +3%
WPC
2137
Waters Parkerson & Co
Louisiana
$14.5M +$134K +651 +0.9%
TPWA
2138
TRUE Private Wealth Advisors
Oregon
$14.5M -$1.99M -9,683 -12%
SICM
2139
Sustainable Insight Capital Management
New York
$14.5M -$7.55M -36,742 -34%
NC
2140
NewSquare Capital
Pennsylvania
$14.5M +$1.11M +5,419 +8%
SCI
2141
S&CO Inc
Massachusetts
$14.4M – – –
HCM
2142
Highview Capital Management
Illinois
$14.4M +$1.53M +7,455 +12%
MWA
2143
Monograph Wealth Advisors
California
$14.4M -$8.02M -39,001 -35%
SGAM
2144
Smith Group Asset Management
Texas
$14.4M +$1.84M +8,954 +14%
AP
2145
Archon Partners
New Jersey
$14.4M – – –
BTWM
2146
Baker Tilly Wealth Management
Wisconsin
$14.4M +$1.02M +4,958 +7%
GPFA
2147
Game Plan Financial Advisors
Ohio
$14.4M -$628K -3,053 -4%
WF
2148
Wayfinding Financial
Washington
$14.4M +$57.6K +280 +0.4%
WCG
2149
Weaver Consulting Group
California
$14.3M +$9.13M +44,389 +162%
TPWA
2150
Twin Peaks Wealth Advisors
California
$14.3M +$1.27M +6,189 +9%
84 85
86
87 88