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Name Holding Trade Value Shares
Change 		Change in
Stake
RSS
1001
Rosenblum Silverman Sutton
California
$6.13M -$504K -1,565 -9%
BCI
1002
Blue Capital Inc
Nebraska
$6.1M +$4.86M +15,115 New
PA
1003
Proem Advisors
Texas
$6.06M +$4.83M +15,000 New
WAM
1004
Weatherly Asset Management
California
$6.05M +$12.9K +40 +0.3%
PWPS
1005
Pinnacle Wealth Planning Services
Ohio
$5.99M -$1.09M -3,382 -19%
DWA
1006
Douglass Winthrop Advisors
New York
$5.98M +$2.9K +9 +0.1%
LSA
1007
L & S Advisors
California
$5.96M – – –
CPIG
1008
Chicago Partners Investment Group
Illinois
$5.96M -$484K -1,505 -9%
EAMA
1009
EFG Asset Management (Americas)
Florida
$5.96M -$74.3K -231 -2%
CWM
1010
Challenger Wealth Management
California
$5.94M +$4.73M +14,700 New
SAG
1011
SageView Advisory Group
California
$5.93M -$84.6K -263 -2%
LWCFA
1012
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.89M -$687K -2,136 -13%
JSAM
1013
J. Safra Asset Management
New York
$5.87M +$388K +1,207 +9%
PFU
1014
Parus Finance (UK)
United Kingdom
$5.87M +$2.79M +8,670 +148%
AG
1015
Ascent Group
Virginia
$5.85M +$174K +542 +4%
APP
1016
Avantax Planning Partners
Iowa
$5.84M +$272K +846 +6%
KFP
1017
KMG Fiduciary Partners
Ohio
$5.83M -$338K -1,052 -7%
RSWM
1018
Robertson Stephens Wealth Management
California
$5.83M +$643 +2 +0%
CNWM
1019
Clay Northam Wealth Management
California
$5.83M +$248K +771 +6%
MWM
1020
Modera Wealth Management
New Jersey
$5.81M +$817K +2,539 +21%
ET
1021
Entropy Technologies
New York
$5.8M +$1.37M +4,253 +42%
SW
1022
Signify Wealth
Missouri
$5.79M +$69.2K +215 +2%
MFIM
1023
Mesirow Financial Investment Management
Illinois
$5.79M +$1.08M +3,364 +31%
NP
1024
Nilsine Partners
Colorado
$5.78M +$24.8K +77 +0.5%
SEIA
1025
Signature Estate & Investment Advisors
California
$5.78M +$29.3K +91 +0.6%
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