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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
951
Claraphi Advisory Network
United States
$724K +$312K +1,209 +82%
AIM
952
Aspen Investment Management
Michigan
$718K
HAG
953
HighPoint Advisor Group
Illinois
$709K -$23.7K -92 -3%
OWP
954
Obermeyer Wealth Partners
Colorado
$697K -$36.1K -140 -5%
DWA
955
Douglass Winthrop Advisors
New York
$696K +$24.5K +95 +4%
CPA
956
Court Place Advisors
Maryland
$695K
TCM
957
Tributary Capital Management
Nebraska
$695K
PIA
958
Pinion Investment Advisors
Kansas
$695K +$36.1K +140 +6%
WA
959
Wealth Architects
California
$694K -$10.1K -39 -1%
LWAC
960
Laurel Wealth Advisors (California)
California
$684K +$3.74M +14,494 New
SAMC
961
Spectrum Asset Management (California)
California
$682K
SIAS
962
Shine Investment Advisory Services
Colorado
$681K +$11.3K +44 +2%
GWM
963
Geneos Wealth Management
Colorado
$681K +$113K +438 +21%
MHC
964
Meyer Handelman Company
New York
$675K
TA
965
Tiedemann Advisors
New York
$672K +$7.22K +28 +1%
EGA
966
Eagle Global Advisors
Texas
$669K -$234K -906 -27%
AA
967
ALPS Advisors
Colorado
$659K -$1.5M -5,814 -70%
AL
968
Aspiriant LLC
California
$656K -$2.21M -8,586 -78%
BPCE
969
Bank Pictet & Cie (Europe)
Germany
$653K -$202K -783 -24%
SBIA
970
Sheaff Brock Investment Advisors
Indiana
$652K -$51.6K -200 -8%
CG
971
Caprock Group
Idaho
$644K -$7.99K -31 -1%
BFO
972
Boston Family Office
Massachusetts
$643K +$25.8K +100 +4%
RWA
973
Redhawk Wealth Advisors
Minnesota
$642K +$613K +2,377 New
WIM
974
Westside Investment Management
California
$641K +$41.5K +161 +7%
LCM
975
Leisure Capital Management
California
$634K +$14.7K +57 +2%