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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1326
NorthRock Partners
Minnesota
$669K +$89.8K +1,013 +15%
EFL
1327
ERn Financial LLC
Wisconsin
$668K +$32.5K +367 +5%
SIM
1328
Sentry Investment Management
Wisconsin
$667K – – –
OWA
1329
One Wealth Advisors
California
$665K +$1.6K +18 +0.2%
KLC
1330
Knowledge Leaders Capital
Colorado
$664K -$38.7K -436 -5%
GAM
1331
Grandview Asset Management
Pennsylvania
$662K -$25.1K -283 -4%
LCM
1332
Lattice Capital Management
Washington
$660K -$266K -3,000 -28%
AT
1333
Arden Trust
Delaware
$659K +$42.8K +483 +7%
PWM
1334
Purus Wealth Management
California
$657K -$78.8K -889 -10%
PM
1335
Parametrica Management
Hong Kong
$655K +$674K +7,604 New
EWM
1336
Elite Wealth Management
Washington
$653K -$34.1K -385 -5%
BP
1337
Ballentine Partners
Massachusetts
$653K +$11K +124 +2%
CASB
1338
Cape Ann Savings Bank
Massachusetts
$652K +$19.3K +218 +3%
CWA
1339
Clarity Wealth Advisors
California
$650K -$6.74K -76 -1%
JF
1340
Joule Financial
Kentucky
$650K +$670K +7,551 New
ONB
1341
Old National Bancorp
Indiana
$649K +$82.3K +928 +14%
WW
1342
Waterfront Wealth
Kansas
$645K +$103K +1,157 +19%
CWM
1343
C2C Wealth Management
Arizona
$644K -$127K -1,434 -17%
HSA
1344
HBK Sorce Advisory
Pennsylvania
$644K +$231K +2,602 +53%
SHWM
1345
Silicon Hills Wealth Management
Texas
$643K – – –
GL
1346
Graypoint LLC
New York
$642K +$190K +2,142 +40%
MFG
1347
Monte Financial Group
Connecticut
$637K -$159K -1,789 -19%
FFM
1348
Forum Financial Management
Illinois
$637K -$2.84K -32 -0.4%
LP
1349
Lloyd Park
Illinois
$637K +$656K +7,400 New
NERM
1350
New England Research & Management
Illinois
$633K +$185K +2,089 +40%
52 53
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55 56