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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Echo Wealth Management
Minnesota
$2.85M -$201K -855 -7%
PAG
802
Private Advisory Group
Washington
$2.85M -$31.8K -135 -1%
GW
803
GW & Wade
Massachusetts
$2.84M +$95.3K +405 +4%
PL
804
Plancorp LLC
Missouri
$2.83M +$124K +525 +5%
AC
805
Arjuna Capital
North Carolina
$2.82M +$146K +621 +6%
FHA
806
First Horizon Advisors
Tennessee
$2.8M +$1.93M +8,205 +312%
CFG
807
Citizens Financial Group
Rhode Island
$2.78M -$2.01M -8,520 -44%
AC
808
Abbrea Capital
California
$2.78M +$199K +846 +9%
RWA
809
Ropes Wealth Advisors
Massachusetts
$2.78M -$54.4K -231 -2%
RFA
810
Reilly Financial Advisors
California
$2.77M +$109K +462 +4%
VCA
811
Verdence Capital Advisors
Maryland
$2.76M +$706 +3 +0%
RJT
812
Raymond James Trust
Florida
$2.76M +$96.7K +411 +4%
MAM
813
Morse Asset Management
Connecticut
$2.76M +$453K +1,926 +22%
AWP
814
Abacus Wealth Partners
California
$2.76M -$506K -2,151 -17%
MMA
815
Miracle Mile Advisors
California
$2.72M +$415K +1,764 +20%
BFA
816
Beacon Financial Advisory
Ohio
$2.71M +$1.78M +7,554 +256%
WG
817
Watchman Group
Texas
$2.7M -$5.65K -24 -0.2%
BA
818
Birinyi Associates
Connecticut
$2.69M +$265K +1,125 +12%
WMSA
819
Weiss Multi-Strategy Advisers
New York
$2.67M +$2.44M +10,350 New
DBIA
820
Dumont & Blake Investment Advisors
New Jersey
$2.66M – – –
LFAS
821
Level Four Advisory Services
Texas
$2.64M -$2.51M -10,644 -51%
FC
822
Forte Capital
New York
$2.64M -$74.8K -318 -3%
CWA
823
Choice Wealth Advisors
Maine
$2.64M – – –
SG
824
StoneX Group
New York
$2.63M -$186K -789 -7%
GIA
825
Granite Investment Advisors
New Hampshire
$2.63M -$168K -714 -7%
31 32
33
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