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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1001
High Pines Wealth Management
Massachusetts
$3.06M +$1.87K +6 +0.1%
PGWM
1002
Parisi Gray Wealth Management
New Jersey
$3.05M -$10.3K -33 -0.4%
WBC
1003
West Branch Capital
Massachusetts
$3.04M -$376K -1,206 -12%
HBT
1004
Heartland Bank & Trust
Illinois
$3.04M +$194K +624 +8%
CAM
1005
Cozad Asset Management
Illinois
$3.01M +$94.4K +303 +4%
TCM
1006
Tanaka Capital Management
New York
$3.01M -$18.7K -60 -0.7%
SSB
1007
Sandy Spring Bank
Maryland
$3M +$17.8K +57 +0.7%
SEP
1008
Southland Equity Partners
Missouri
$3M +$20.6K +66 +0.8%
TWM
1009
TriaGen Wealth Management
California
$2.98M +$433K +1,389 +20%
SWA
1010
Stratos Wealth Advisors
Ohio
$2.98M -$5.44M -17,463 -68%
UAS
1011
United Asset Strategies
New York
$2.98M +$82.2K +264 +3%
HWM
1012
Hohimer Wealth Management
Washington
$2.96M +$339K +1,089 +15%
MCM
1013
Murphy Capital Management
New Jersey
$2.94M +$1.15M +3,690 +82%
SS
1014
Sunbelt Securities
Texas
$2.92M +$90.6K +291 +4%
MGIM
1015
M&G Investment Management
United Kingdom
$2.92M +$317K +1,017 +14%
FPS
1016
Fieldpoint Private Securities
Connecticut
$2.92M +$414K +1,329 +20%
ER
1017
Enlightenment Research
Florida
$2.91M +$140K +450 +6%
DWM
1018
Dakota Wealth Management
Florida
$2.91M -$933K -2,994 -27%
MCP
1019
Mirador Capital Partners
California
$2.91M +$544K +1,746 +28%
SIAP
1020
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.91M +$13.1K +42 +0.5%
VAM
1021
Vienna Asset Management
California
$2.9M +$1.36M +4,365 +118%
PP
1022
Patten & Patten
Tennessee
$2.9M +$299K +960 +14%
AP
1023
AtonRa Partners
Switzerland
$2.89M -$2.77M -8,889 -53%
AFPL
1024
Advus Financial Partners, LLC
Florida
$2.88M +$2.5M +8,022 New
B
1025
Bailard
California
$2.88M +$393K +1,263 +19%
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