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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1726
Watershed Asset Management
California
$2.69M +$970K +4,360 +58%
GLA
1727
Good Life Advisors
Pennsylvania
$2.68M +$308K +1,386 +13%
CGA
1728
Channing Global Advisors
Florida
$2.68M -$597K -2,682 -18%
BWM
1729
BNC Wealth Management
Oregon
$2.66M -$9.57K -43 -0.4%
TI
1730
Trexquant Investment
Connecticut
$2.66M -$8.8M -39,537 -77%
CCWA
1731
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M +$2.62M +11,789 New
CC
1732
Cypress Capital
Tennessee
$2.66M +$57.9K +260 +2%
KMWM
1733
Keudell/Morrison Wealth Management
Oregon
$2.65M +$9.57K +43 +0.4%
RCG
1734
Regatta Capital Group
California
$2.65M – – –
WP
1735
WealthShield Partners
North Carolina
$2.64M +$2.61M +11,712 New
RP
1736
Rice Partnership
Hawaii
$2.63M -$2.9M -13,035 -53%
GL
1737
Graypoint LLC
New York
$2.63M +$577K +2,592 +29%
TA
1738
TFG Advisers
Michigan
$2.63M +$8.68K +39 +0.3%
LHC
1739
Little House Capital
Massachusetts
$2.61M +$1.76M +7,893 +214%
OAM
1740
Occidental Asset Management
California
$2.6M +$78.8K +354 +3%
MFG
1741
MidWestOne Financial Group
Iowa
$2.6M +$435K +1,955 +20%
OWP
1742
Obermeyer Wealth Partners
Colorado
$2.59M -$339K -1,523 -13%
MAWCM
1743
Mine & Arao Wealth Creation & Management
California
$2.59M -$13.4K -60 -0.5%
SG
1744
Stonnington Group
California
$2.59M -$33.4K -150 -1%
SPFA
1745
Summit Place Financial Advisors
New Jersey
$2.59M +$5.79K +26 +0.2%
EAM
1746
EFG Asset Management
Oregon
$2.58M -$436K -1,959 -15%
LFP
1747
Leeward Financial Partners
Washington
$2.58M +$101K +455 +4%
MW
1748
Marcum Wealth
Ohio
$2.58M +$444K +1,993 +21%
AWM
1749
Avior Wealth Management
Nebraska
$2.57M -$135K -605 -5%
EWM
1750
Evermay Wealth Management
Virginia
$2.56M +$33.8K +152 +1%
68 69
70
71 72