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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Empirical Wealth Management
Washington
$1.75M +$861K +20,691 +115%
BFS
1227
Bradley Foster & Sargent
Connecticut
$1.75M -$59.3K -1,424 -4%
TPA
1228
Trivium Point Advisory
Connecticut
$1.75M -$24.9K -598 -2%
SLI
1229
Sumitomo Life Insurance
Japan
$1.74M -$1.25K -30 -0.1%
LCWP
1230
Legacy Capital Wealth Partners
Arkansas
$1.73M +$370K +8,883 +30%
AAP
1231
Arax Advisory Partners
Colorado
$1.73M +$436K +10,465 +38%
RCAG
1232
Rehmann Capital Advisory Group
Michigan
$1.73M +$153K +3,684 +11%
PCM
1233
Parsons Capital Management
Rhode Island
$1.73M +$39K +938 +3%
CRI
1234
Colonial River Investments
Virginia
$1.72M -$318K -7,649 -17%
CAAS
1235
Capital Asset Advisory Services
Michigan
$1.72M -$199K -4,778 -11%
SNBOSD
1236
Security National Bank of So Dak
Iowa
$1.72M +$38.2K +917 +2%
WAAG
1237
Wealth Alliance Advisory Group
Kansas
$1.72M -$9.66K -232 -0.6%
IRC
1238
Investors Research Corp
Georgia
$1.71M +$224K +5,371 +17%
AWM
1239
Accurate Wealth Management
Florida
$1.71M +$81.2K +1,951 +5%
CCM
1240
Chiron Capital Management
Florida
$1.71M +$570K +13,703 +57%
GSEP
1241
Golden State Equity Partners
California
$1.71M -$13.2K -316 -0.8%
CFD
1242
Creative Financial Designs
Indiana
$1.7M -$169K -4,055 -10%
WAS
1243
Winch Advisory Services
Wisconsin
$1.7M +$85K +2,042 +6%
HCP
1244
Hexagon Capital Partners
Arkansas
$1.7M +$23.6K +567 +2%
CPIG
1245
Chicago Partners Investment Group
Illinois
$1.7M +$186K +4,456 +13%
CA
1246
Claro Advisors
Massachusetts
$1.7M +$167K +4,006 +12%
ST
1247
Smithfield Trust
Pennsylvania
$1.69M -$32.3K -776 -2%
VWM
1248
Venturi Wealth Management
Texas
$1.69M +$26.6K +640 +2%
LFG
1249
Larson Financial Group
Missouri
$1.69M +$100K +2,410 +7%
OBWG
1250
Onyx Bridge Wealth Group
New York
$1.69M -$136K -3,263 -8%
48 49
50
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