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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Silvercrest Asset Management
New York
$6.47M -$69K -199 -1%
BTI
1027
Blue Trust Inc
Georgia
$6.47M +$622K +1,794 +14%
CAG
1028
Crestwood Advisors Group
Massachusetts
$6.46M +$1.08M +3,105 +27%
MWM
1029
Modera Wealth Management
New Jersey
$6.45M -$80.5K -232 -2%
HIM
1030
Hillsdale Investment Management
Ontario, Canada
$6.44M -$787K -2,270 -14%
OFS
1031
OneAscent Financial Services
Alabama
$6.44M -$212K -612 -4%
CIA
1032
Choate Investment Advisors
Massachusetts
$6.4M +$172K +497 +4%
HIA
1033
Harbor Investment Advisory
Maryland
$6.39M -$202K -581 -4%
BAG
1034
Bridgewealth Advisory Group
California
$6.36M -$23.6K -68 -0.5%
LCAM
1035
London & Capital Asset Management
United Kingdom
$6.36M – – –
MAM
1036
Morse Asset Management
Connecticut
$6.35M +$91.2K +263 +2%
QWP
1037
Quotient Wealth Partners
Texas
$6.32M +$257K +742 +6%
AA
1038
Alta Advisers
United Kingdom
$6.31M +$76.3K +220 +2%
HWA
1039
HCR Wealth Advisors
California
$6.3M -$107K -309 -2%
SIG
1040
Sargent Investment Group
Maryland
$6.3M +$157K +453 +3%
WFI
1041
West Family Investments
California
$6.29M +$143K +412 +3%
EDRH
1042
Edmond de Rothschild Holding
Switzerland
$6.28M -$842K -2,428 -15%
AFT
1043
Alpha Family Trust
California
$6.27M – – –
APWM
1044
Argonautica Private Wealth Management
Massachusetts
$6.25M -$77K -222 -2%
GSEP
1045
Golden State Equity Partners
California
$6.22M -$139K -400 -3%
PIA
1046
Pinion Investment Advisors
Kansas
$6.21M +$30.2K +87 +0.6%
1GI
1047
180 GPS Investments
$6.2M +$4.84M +13,949 New
CA
1048
CSM Advisors
Pennsylvania
$6.2M +$4.3M +12,394 +798%
TWM
1049
Tradition Wealth Management
Minnesota
$6.2M +$313K +902 +7%
HAS
1050
HBW Advisory Services
California
$6.19M -$586K -1,689 -11%
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