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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2151
Waters Parkerson & Co
Louisiana
$14.5M +$134K +651 +0.9%
TPWA
2152
TRUE Private Wealth Advisors
Oregon
$14.5M -$1.99M -9,683 -12%
SICM
2153
Sustainable Insight Capital Management
New York
$14.5M -$7.55M -36,742 -34%
NC
2154
NewSquare Capital
Pennsylvania
$14.5M +$1.11M +5,419 +8%
SCI
2155
S&CO Inc
Massachusetts
$14.4M – – –
HCM
2156
Highview Capital Management
Illinois
$14.4M +$1.53M +7,455 +12%
MWA
2157
Monograph Wealth Advisors
California
$14.4M -$8.02M -39,001 -35%
SGAM
2158
Smith Group Asset Management
Texas
$14.4M +$1.84M +8,954 +14%
AP
2159
Archon Partners
New Jersey
$14.4M – – –
BTWM
2160
Baker Tilly Wealth Management
Wisconsin
$14.4M +$1.02M +4,958 +7%
GPFA
2161
Game Plan Financial Advisors
Ohio
$14.4M -$628K -3,053 -4%
WF
2162
Wayfinding Financial
Washington
$14.4M +$57.6K +280 +0.4%
WCG
2163
Weaver Consulting Group
California
$14.3M +$9.13M +44,389 +162%
TPWA
2164
Twin Peaks Wealth Advisors
California
$14.3M +$1.27M +6,189 +9%
IIL
2165
Income Insurance Ltd
$14.3M -$514K -2,500 -3%
FBT
2166
First Bank & Trust
South Dakota
$14.3M +$279K +1,355 +2%
CFS
2167
Commonwealth Financial Services
West Virginia
$14.3M +$256K +1,247 +2%
SFCL
2168
Strengthening Families & Communities LLC
Massachusetts
$14.3M -$45.6K -222 -0.3%
CAM
2169
Carret Asset Management
New York
$14.3M -$1.25M -6,085 -8%
MWA
2170
Miller Wealth Advisors
Colorado
$14.2M -$66K -321 -0.4%
RFMS
2171
RWQ Financial Management Services
Florida
$14.2M +$1.05M +5,086 +8%
CCT
2172
Capital City Trust
Florida
$14.2M -$78.1K -380 -0.5%
CCM
2173
Consolidated Capital Management
California
$14.2M +$117K +571 +0.8%
PA
2174
Paragon Advisors
Texas
$14.2M -$2.02M -9,814 -12%
JWM
2175
Jupiter Wealth Management
Colorado
$14.2M +$118K +575 +0.8%
85 86
87
88 89