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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Wealth Advisors
California
$1.66M -$55.5K -492 -3%
AP
1127
Appleton Partners
Massachusetts
$1.66M +$1.21M +10,765 +318%
CI
1128
Cavalier Investments
Georgia
$1.65M +$11.5K +102 +0.7%
IAS
1129
Investment Advisory Services
Texas
$1.65M +$29.7K +263 +2%
PTC
1130
Private Trust Company
Ohio
$1.63M -$728K -6,453 -32%
RWM
1131
Ritholtz Wealth Management
New York
$1.63M +$60.8K +539 +4%
APWM
1132
Atlas Private Wealth Management
New York
$1.63M -$25.7K -228 -2%
GM
1133
GeoWealth Management
Illinois
$1.62M +$257K +2,279 +20%
WPA
1134
West Paces Advisors
Georgia
$1.62M -$789 -7 -0.1%
PFG
1135
PAX Financial Group
Texas
$1.6M -$4.4K -39 -0.3%
EFM
1136
E Fund Management
China
$1.6M -$62.8K -557 -4%
SSWM
1137
Sheets Smith Wealth Management
North Carolina
$1.6M -$7.55K -67 -0.5%
CCA
1138
Checchi Capital Advisers
California
$1.59M +$19.3K +171 +1%
AWA
1139
Aaron Wealth Advisors
Illinois
$1.59M +$148K +1,317 +11%
BP
1140
Ballentine Partners
Massachusetts
$1.59M +$225K +1,996 +17%
RWA
1141
Rainsberger Wealth Advisors
Colorado
$1.59M +$1.53M +13,581 New
CL
1142
Choreo LLC
Illinois
$1.59M -$7.33K -65 -0.5%
WWM
1143
WT Wealth Management
Arizona
$1.58M +$127K +1,124 +9%
TAM
1144
Tealwood Asset Management
Minnesota
$1.57M -$80.4K -713 -5%
P
1145
Pitcairn
Pennsylvania
$1.57M -$5.75K -51 -0.4%
LWP
1146
Lumature Wealth Partners
Georgia
$1.57M +$105K +927 +7%
TCWM
1147
Total Clarity Wealth Management
Illinois
$1.56M -$19.5K -173 -1%
AO
1148
Advisor OS
Illinois
$1.56M +$142K +1,257 +10%
AWP
1149
Accretive Wealth Partners
New Jersey
$1.55M +$45K +399 +3%
AAM
1150
Auxier Asset Management
Oregon
$1.55M – – –
44 45
46
47 48