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Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1476
Wealth Effects
Massachusetts
$684K -$345K -2,590 -30%
NEWAS
1477
N.E.W. Advisory Services
Wisconsin
$682K -$50K -376 -12%
RIL
1478
Rothschild Investment LLC
Illinois
$680K +$265K +1,992 +51%
OBGC
1479
O'Brien Greene & Co
Pennsylvania
$679K -$799 -6 -0.1%
ISWM
1480
Independent Solutions Wealth Management
New York
$679K -$152K -1,142 -16%
BLC
1481
Brown, Lisle/Cummings
Rhode Island
$678K +$135K +1,016 +21%
KCIA
1482
Kingsbury Capital Investment Advisors
Illinois
$678K +$781K +5,865 New
SIG
1483
Sky Investment Group
Connecticut
$676K +$39.3K +295 +5%
TPA
1484
Trivium Point Advisory
Connecticut
$674K -$665K -4,997 -45%
AF
1485
Allworth Financial
California
$674K +$407K +3,058 +111%
FMB
1486
Field & Main Bank
Kentucky
$670K +$102K +765 +15%
GAA
1487
Green Alpha Advisors
Colorado
$670K +$453K +3,401 +142%
PIA
1488
Perennial Investment Advisors
California
$667K +$5.19K +39 +0.7%
SAI
1489
Systematic Alpha Investments
New Jersey
$666K – – –
VF
1490
Vista Finance
Missouri
$664K -$481K -3,611 -39%
CANY
1491
Caxton Associates (New York)
New York
$660K +$281K +2,115 +59%
GDP
1492
Great Diamond Partners
Maine
$660K +$377K +2,830 +98%
MCC
1493
Money Concepts Capital
Florida
$657K +$404K +3,034 +115%
WMA
1494
Wealth Management Associates
New Jersey
$657K -$227K -1,704 -23%
HW
1495
Hancock Whitney
Mississippi
$654K -$3.3M -24,829 -81%
RWP
1496
Revolve Wealth Partners
New Jersey
$654K +$11.8K +89 +2%
KA
1497
Kercheville Advisors
Texas
$651K -$166K -1,250 -18%
NIC
1498
Northwest Investment Counselors
Oregon
$649K -$24.5K -184 -3%
WIS
1499
Wright Investors Service
Connecticut
$647K -$538K -4,040 -42%
SCA
1500
Stonebridge Capital Advisors
Minnesota
$647K +$587K +4,414 +375%
58 59
60
61 62