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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1001
Prio Wealth Limited Partnership
Massachusetts
$2.14M -$36.1K -185 -1%
MWM
1002
Modera Wealth Management
New Jersey
$2.12M -$9.38K -48 -0.4%
AWM
1003
Aviso Wealth Management
Washington
$2.11M +$180K +923 +8%
SLWA
1004
San Luis Wealth Advisors
California
$2.11M -$2.16M -11,050 -48%
EW
1005
Evoke Wealth
California
$2.11M +$2.34M +11,980 New
KP
1006
Keel Point
Alabama
$2.1M +$415K +2,122 +22%
NHT
1007
New Hampshire Trust
New Hampshire
$2.1M -$30.5K -156 -1%
CRI
1008
Colonial River Investments
Virginia
$2.1M +$916K +4,689 +65%
APWM
1009
Argonautica Private Wealth Management
Massachusetts
$2.09M +$213K +1,090 +10%
SWA
1010
SFMG Wealth Advisors
Texas
$2.08M -$31.7K -162 -1%
SB
1011
Simmons Bank
Arkansas
$2.08M +$1.83M +9,380 +387%
FNBT
1012
FineMark National Bank & Trust
Florida
$2.07M +$2.54K +13 +0.1%
FHA
1013
First Horizon Advisors
Tennessee
$2.06M +$31.1K +159 +1%
LC
1014
Landaas & Company
Wisconsin
$2.06M +$488K +2,500 +27%
BMCM
1015
Bryn Mawr Capital Management
Pennsylvania
$2.06M -$102K -520 -4%
AA
1016
Advisory Alpha
Michigan
$2.06M +$313K +1,602 +16%
GIM
1017
Goelzer Investment Management
Indiana
$2.06M +$1.45M +7,436 +174%
OCM
1018
Once Capital Management
New York
$2.06M +$1.11M +5,700 +95%
WMP
1019
Wealth Management Partners
Arizona
$2.06M +$43.6K +223 +2%
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$2.05M -$97.9K -501 -4%
WGC
1021
Watts Gwilliam & Co
Arizona
$2.05M +$2.26M +11,556 New
PWG
1022
Portside Wealth Group
Utah
$2.05M +$925K +4,733 +68%
FC
1023
Fulcrum Capital
Washington
$2.05M +$61.3K +314 +3%
SL
1024
Stevard LLC
Illinois
$2.05M +$129K +658 +6%
AFT
1025
Alpha Family Trust
California
$2.03M -$433K -2,215 -16%
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