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Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
901
Laird Norton Wetherby Wealth Management
California
$4.26M +$62.2K +1,087 +1%
EWA
902
Exencial Wealth Advisors
Oklahoma
$4.25M +$30.8K +539 +0.7%
MCP
903
Martin Capital Partners
Oregon
$4.25M +$140K +2,449 +3%
JWM
904
JGP Wealth Management
Oregon
$4.25M +$120K +2,095 +3%
GWM
905
Graybill Wealth Management
Illinois
$4.25M -$41.4K -723 -0.9%
WFMPM
906
Woodley Farra Manion Portfolio Management
Indiana
$4.24M +$1.03M +17,936 +29%
NEAM
907
New England Asset Management
Connecticut
$4.24M +$273K +4,770 +6%
WBC
908
West Branch Capital
Massachusetts
$4.23M -$143K -2,504 -3%
AT
909
Arden Trust
Delaware
$4.22M -$416K -7,274 -8%
LCP
910
Legacy Capital Partners
Wisconsin
$4.21M -$19.1K -333 -0.4%
PWSG
911
Pacific Wealth Strategies Group
California
$4.21M +$1.51M +26,386 +51%
BHC
912
Bowen Hanes & Co
Florida
$4.19M +$641K +11,200 +17%
RMAM
913
Raab & Moskowitz Asset Management
New Jersey
$4.19M +$197K +3,443 +5%
WG
914
Winton Group
United Kingdom
$4.18M -$3.09M -53,976 -41%
CPO
915
Cerity Partners OCIO
New York
$4.13M +$164K +2,866 +4%
CCM
916
Compton Capital Management
Rhode Island
$4.12M +$367K +6,421 +9%
ACM
917
Alta Capital Management
Utah
$4.12M +$2.03M +35,488 +86%
DWM
918
Dakota Wealth Management
Florida
$4.11M -$4.54M -79,390 -51%
MKC
919
M. Kraus & Co
Vermont
$4.1M +$370K +6,464 +9%
FA
920
FMA Advisory
Pennsylvania
$4.09M -$7.67K -134 -0.2%
UCMOK
921
United Capital Management of KS
Kansas
$4.09M +$714K +12,475 +20%
BP
922
BBR Partners
New York
$4.08M +$34.6K +605 +0.8%
SC
923
Sawyer & Company
Massachusetts
$4.08M -$53K -926 -1%
MCM
924
McMillion Capital Management
North Carolina
$4.07M -$163K -2,847 -4%
DBT
925
Dubuque Bank & Trust
Iowa
$4.07M -$150K -2,613 -3%
35 36
37
38 39