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Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1401
Live Oak Private Wealth
North Carolina
$3.9M +$161K +686 +4%
WBC
1402
West Branch Capital
Massachusetts
$3.89M +$13.6K +58 +0.3%
WAP
1403
Wealthcare Advisory Partners
Pennsylvania
$3.87M +$258K +1,102 +7%
SG
1404
Stonnington Group
California
$3.87M -$399K -1,702 -9%
PBT
1405
Pictet Bank & Trust
Bahamas
$3.87M +$1.29M +5,490 +46%
BZWA
1406
Blue Zone Wealth Advisors
California
$3.86M +$477K +2,033 +13%
TGAM
1407
TBH Global Asset Management
Tennessee
$3.85M -$236K -1,007 -5%
FSA
1408
Fort Sheridan Advisors
Illinois
$3.83M +$234K +999 +6%
ECAM
1409
East Coast Asset Management
Massachusetts
$3.82M +$75K +320 +2%
TSW
1410
Thompson Siegel & Walmsley
Virginia
$3.82M +$358K +1,527 +10%
MGIA
1411
Moneta Group Investment Advisors
Missouri
$3.81M +$74.6K +318 +2%
CFS
1412
CRA Financial Services
New Jersey
$3.8M +$119K +508 +3%
BHA
1413
Beech Hill Advisors
New York
$3.79M +$12K +51 +0.3%
HVP
1414
Hudson Value Partners
Florida
$3.78M +$189K +807 +5%
WPC
1415
White Pine Capital
Minnesota
$3.78M -$56.3K -240 -1%
NB
1416
NBT Bank
New York
$3.77M +$14.5K +62 +0.4%
BOS
1417
Bank of Stockton
California
$3.77M -$63.3K -270 -2%
GCM
1418
Geneva Capital Management
Wisconsin
$3.75M -$114K -485 -3%
ST
1419
Smithfield Trust
Pennsylvania
$3.75M +$4.46K +19 +0.1%
NCM
1420
Northside Capital Management
Oregon
$3.74M – – –
FHA
1421
First Horizon Advisors
Tennessee
$3.74M +$1.58M +6,755 +67%
WKWM
1422
Walter & Keenan Wealth Management
Indiana
$3.74M -$71.5K -305 -2%
KA
1423
Kovack Advisors
Florida
$3.74M -$19.7K -84 -0.5%
MWA
1424
Meridian Wealth Advisors
Texas
$3.73M +$102K +434 +3%
SI
1425
Shaker Investments
Ohio
$3.73M +$17.1K +73 +0.4%
55 56
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