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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1426
Aspiriant LLC
California
$786K +$121K +2,460 +18%
SOADOR
1427
State of Alaska Department of Revenue
Alaska
$785K +$668K +13,600 +496%
HFM
1428
Hartford Financial Management
Connecticut
$783K +$49.1K +1,000 +7%
ACP
1429
Arcus Capital Partners
Georgia
$773K +$51.1K +1,040 +7%
FIAS
1430
FinTrust Investment Advisory Services
South Carolina
$771K +$788K +16,040 New
SMH
1431
Sanders Morris Harris
Texas
$769K +$393K +8,000 +100%
WA
1432
Wasatch Advisors
Utah
$761K -$2.26M -46,000 -74%
PFA
1433
Pinnacle Family Advisors
Missouri
$761K +$129K +2,620 +20%
PAG
1434
Pinnacle Advisory Group
Maryland
$760K +$49.1K +1,000 +7%
GLA
1435
Good Life Advisors
Pennsylvania
$759K +$147K +3,000 +24%
BFA
1436
Beaumont Financial Advisors
Massachusetts
$756K +$6.88K +140 +0.9%
FCAG
1437
First Capital Advisors Group
New Jersey
$755K -$91.4K -1,860 -11%
FBT
1438
First Bank & Trust
South Dakota
$754K -$99.2K -2,020 -11%
AB
1439
Atlas Brown
Kentucky
$749K -$4.91K -100 -0.6%
CIC
1440
Cornercap Investment Counsel
Georgia
$748K +$485K +9,880 +174%
MGAM
1441
McGowan Group Asset Management
Texas
$725K -$9.82K -200 -1%
AIM
1442
Aspen Investment Management
Michigan
$725K
GWS
1443
Glassman Wealth Services
Virginia
$722K +$5.89K +120 +0.8%
AFNAS
1444
American Financial Network Advisory Services
California
$721K +$737K +15,000 New
CA
1445
Capital Advantage
California
$719K +$114K +2,320 +18%
MC
1446
Miles Capital
Iowa
$714K -$609K -12,400 -45%
IC
1447
Iconiq Capital
California
$712K +$728K +14,820 New
AMM
1448
American Money Management
California
$707K -$15.7K -320 -2%
OWP
1449
Obermeyer Wealth Partners
Colorado
$707K
GBBWRPM
1450
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$707K +$8.84K +180 +1%