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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Silvercrest Asset Management
New York
$345K +$5.08K +38 +1%
BAM
602
Blueshift Asset Management
New Jersey
$343K +$371K +2,778 New
OWP
603
Obermeyer Wealth Partners
Colorado
$343K – – –
BFG
604
Bleakley Financial Group
New Jersey
$336K -$48.3K -361 -12%
SS
605
Simplicity Solutions
Minnesota
$336K -$48.3K -361 -12%
BFM
606
Boston Financial Management
Massachusetts
$336K -$31.1K -233 -8%
GA
607
Geller Advisors
New York
$333K -$18.6K -139 -5%
CFA
608
Camarda Financial Advisors
Florida
$330K – – –
EWM
609
Evercore Wealth Management
New York
$329K – – –
PWP
610
Principle Wealth Partners
Connecticut
$326K – – –
IUHSA
611
Itau Unibanco Holding S.A.
Brazil
$326K +$353K +2,642 New
BOH
612
Bank of Hawaii
Hawaii
$324K -$16K -120 -4%
AWA
613
Aaron Wealth Advisors
Illinois
$323K -$2.94K -22 -0.8%
NRG
614
Nemes Rush Group
Michigan
$319K -$2.27K -17 -0.7%
RP
615
Riverwater Partners
Wisconsin
$318K -$27.4K -205 -7%
PL
616
Perpetual Ltd
Australia
$315K +$108K +805 +46%
NFG
617
Nations Financial Group
Iowa
$314K -$10.6K -79 -3%
BP
618
Ballentine Partners
Massachusetts
$313K +$13.2K +99 +4%
GLR
619
Great Lakes Retirement
Ohio
$311K -$44.8K -335 -12%
SP
620
Saranac Partners
$311K – – –
JCM
621
Janney Capital Management
Pennsylvania
$310K – – –
CWM
622
Compass Wealth Management
Connecticut
$309K -$32.1K -240 -9%
SW
623
SteelPeak Wealth
California
$309K -$227K -1,700 -40%
MWM
624
Modera Wealth Management
New Jersey
$303K +$5.48K +41 +2%
BMC
625
Beaton Management Company
Massachusetts
$301K – – –
23 24
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26 27