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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1526
Willow Creek Wealth Management
California
$215K +$192K +652 New
BOS
1527
Bingham Osborn & Scarborough
California
$214K +$191K +648 New
RCA
1528
Resonant Capital Advisors
Wisconsin
$213K +$190K +646 New
NGA
1529
Naples Global Advisors
Florida
$213K +$190K +647 New
FWM
1530
FSA Wealth Management
Massachusetts
$209K +$187K +635 New
PWM
1531
Perigon Wealth Management
California
$208K +$183K +623 New
CANC
1532
Culbertson A N & Co
Virginia
$208K +$185K +630 New
PAS
1533
Partnervest Advisory Services
California
$208K +$186K +632 New
VCM
1534
Vivaldi Capital Management
Illinois
$207K -$60.9K -207 -25%
AssetMark Inc
1535
AssetMark Inc
California
$207K +$7.06K +24 +4%
BHBT
1536
Burke & Herbert Bank & Trust
Virginia
$207K +$185K +628 New
SCA
1537
Spearhead Capital Advisors
Florida
$207K +$185K +629 New
PCM
1538
Pennsylvania Capital Management
Pennsylvania
$206K +$184K +624 New
SIG
1539
Sky Investment Group
Connecticut
$206K +$184K +624 New
CAM
1540
Crestone Asset Management
Colorado
$205K +$183K +622 New
SWA
1541
SFMG Wealth Advisors
Texas
$205K +$183K +622 New
CCMD
1542
Cypress Capital Management (Delaware)
Delaware
$205K +$183K +623 New
Kovitz Investment Group Partners
1543
Kovitz Investment Group Partners
Illinois
$205K +$183K +623 New
PIA
1544
Perennial Investment Advisors
California
$205K +$183K +623 New
BG
1545
Bahl & Gaynor
Ohio
$204K +$182K +618 New
LC
1546
Lavaca Capital
Texas
$204K +$182K +619 New
RTS
1547
Round Table Services
New Jersey
$203K +$181K +614 New
BBA
1548
Braun-Bostich & Associates
Pennsylvania
$202K +$178K +604 New
PP
1549
PDT Partners
New York
$202K +$180K +612 New
RI
1550
Ridgewood Investments
New Jersey
$201K +$179K +608 New