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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1051
Aspiriant LLC
California
$722K -$90.2K -309 -11%
HB
1052
Homrich & Berg
Georgia
$714K -$8.17K -28 -1%
CMO
1053
Covenant Multifamily Offices
Texas
$711K +$85K +291 +13%
NWP
1054
Northstar Wealth Partners
Connecticut
$709K – – –
SIAS
1055
Shine Investment Advisory Services
Colorado
$704K +$3.21K +11 +0.4%
HI
1056
Horizon Investments
North Carolina
$704K +$110K +377 +17%
MOS
1057
MGO One Seven
Ohio
$698K +$119K +408 +19%
TWM
1058
Tolleson Wealth Management
Texas
$693K – – –
AAM
1059
Arabesque Asset Management
United Kingdom
$691K -$1.31M -4,500 -64%
MHC
1060
Meyer Handelman Company
New York
$691K – – –
GT
1061
Glenview Trust
Kentucky
$691K +$150K +513 +26%
AIM
1062
Aspen Investment Management
Michigan
$690K -$14K -48 -2%
RTC
1063
Riverview Trust Company
Washington
$687K -$4.09K -14 -0.6%
EMG
1064
ETF Managers Group
New Jersey
$686K +$511K +1,752 +243%
EGA
1065
Eagle Global Advisors
Texas
$685K +$1.75K +6 +0.2%
LCM
1066
Leisure Capital Management
California
$683K +$4.67K +16 +0.7%
FBT
1067
First Bank & Trust
South Dakota
$681K -$37.7K -129 -5%
GM
1068
GeoWealth Management
Illinois
$681K +$720K +2,466 New
ACM
1069
Avalon Capital Management
California
$678K -$80.3K -275 -10%
CW
1070
CreativeOne Wealth
Kansas
$672K -$45K -154 -6%
BWL
1071
Bogart Wealth LLC
Virginia
$669K +$20.7K +71 +3%
BSW
1072
Buckingham Strategic Wealth
Missouri
$666K +$120K +410 +21%
EWA
1073
Exencial Wealth Advisors
Oklahoma
$660K -$118K -404 -14%
BDS
1074
Banco de Sabadell
Florida
$659K – – –
WA
1075
Wealth Architects
California
$658K -$584 -2 -0.1%
41 42
43
44 45