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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1226
Marcum Wealth
Ohio
$1.41M +$119K +610 +8%
BBHC
1227
Brown Brothers Harriman & Co
New York
$1.41M -$61.7K -316 -4%
MGWM
1228
Marks Group Wealth Management
Minnesota
$1.4M -$10.9K -56 -0.7%
SLC
1229
Second Line Capital
Louisiana
$1.4M +$10.4K +53 +0.7%
RW
1230
RVW Wealth
California
$1.4M -$5.28K -27 -0.3%
ECA
1231
Elevated Capital Advisors
Utah
$1.39M +$202K +1,035 +15%
GAMH
1232
Greenwoods Asset Management (HK)
Hong Kong
$1.39M -$8.68M -44,409 -85%
GCP
1233
Garda Capital Partners
Minnesota
$1.39M +$1.21M +6,218 +374%
BLAM
1234
Bourne Lent Asset Management
New York
$1.38M – – –
GDP
1235
Great Diamond Partners
Maine
$1.38M +$421K +2,155 +38%
GA
1236
GoalVest Advisory
New York
$1.38M +$1.51M +7,752 +7,112%
MWM
1237
Modern Wealth Management
Kansas
$1.38M +$128K +657 +9%
DACG
1238
Donor Advised Charitable Giving
California
$1.38M -$3.91K -20 -0.3%
DCM
1239
Dudley Capital Management
Virginia
$1.37M +$125K +640 +9%
MUAMU
1240
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.37M +$781K +4,000 +105%
VA
1241
Vident Advisory
Georgia
$1.36M -$12.1M -61,859 -89%
WC
1242
Waterloo Capital
Texas
$1.36M +$217K +1,112 +17%
CWP
1243
CFM Wealth Partners
Texas
$1.36M -$51K -261 -3%
GIM
1244
Greylin Investment Management
Virginia
$1.36M -$27.5K -141 -2%
AA
1245
Alta Advisers
United Kingdom
$1.35M +$19.5K +100 +1%
FW
1246
FirstPurpose Wealth
Utah
$1.35M -$88.3K -452 -5%
WI
1247
WrapManager Inc
California
$1.35M +$497K +2,545 +49%
QWM
1248
Quadcap Wealth Management
Texas
$1.35M -$218K -1,116 -13%
RWB
1249
RMR Wealth Builders
New Jersey
$1.35M -$885K -4,532 -37%
UWS
1250
Unique Wealth Strategies
Illinois
$1.35M +$524K +2,682 +54%
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50
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