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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1026
KCM Investment Advisors
California
$6.48M -$56.2K -162 -1%
SAM
1027
Silvercrest Asset Management
New York
$6.47M -$69K -199 -1%
BTI
1028
Blue Trust Inc
Georgia
$6.47M +$622K +1,794 +14%
CAG
1029
Crestwood Advisors Group
Massachusetts
$6.46M +$1.08M +3,105 +27%
MWM
1030
Modera Wealth Management
New Jersey
$6.45M -$80.5K -232 -2%
HIM
1031
Hillsdale Investment Management
Ontario, Canada
$6.44M -$787K -2,270 -14%
OFS
1032
OneAscent Financial Services
Alabama
$6.44M -$212K -612 -4%
CIA
1033
Choate Investment Advisors
Massachusetts
$6.4M +$172K +497 +4%
HIA
1034
Harbor Investment Advisory
Maryland
$6.39M -$202K -581 -4%
BAG
1035
Bridgewealth Advisory Group
California
$6.36M -$23.6K -68 -0.5%
LCAM
1036
London & Capital Asset Management
United Kingdom
$6.36M – – –
MAM
1037
Morse Asset Management
Connecticut
$6.35M +$91.2K +263 +2%
QWP
1038
Quotient Wealth Partners
Texas
$6.32M +$257K +742 +6%
AA
1039
Alta Advisers
United Kingdom
$6.31M +$76.3K +220 +2%
HWA
1040
HCR Wealth Advisors
California
$6.3M -$107K -309 -2%
SIG
1041
Sargent Investment Group
Maryland
$6.3M +$157K +453 +3%
WFI
1042
West Family Investments
California
$6.29M +$143K +412 +3%
EDRH
1043
Edmond de Rothschild Holding
Switzerland
$6.28M -$842K -2,428 -15%
AFT
1044
Alpha Family Trust
California
$6.27M – – –
APWM
1045
Argonautica Private Wealth Management
Massachusetts
$6.25M -$77K -222 -2%
GSEP
1046
Golden State Equity Partners
California
$6.22M -$139K -400 -3%
PIA
1047
Pinion Investment Advisors
Kansas
$6.21M +$30.2K +87 +0.6%
1GI
1048
180 GPS Investments
$6.2M +$4.84M +13,949 New
CA
1049
CSM Advisors
Pennsylvania
$6.2M +$4.3M +12,394 +798%
TWM
1050
Tradition Wealth Management
Minnesota
$6.2M +$313K +902 +7%
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