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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1501
SSI Investment Management
California
$365K +$329K +1,714 New
PCTC
1502
Perkins Coie Trust Company
Washington
$364K -$2.31K -12 -0.7%
CHP
1503
Cable Hill Partners
Oregon
$362K +$27.9K +145 +9%
AL
1504
Aspiriant LLC
California
$362K +$38.3K +199 +13%
AMCA
1505
Arthur M. Cohen & Associates
Illinois
$361K +$324K +1,685 New
FC
1506
Fusion Capital
South Carolina
$359K +$4.04K +21 +1%
WP
1507
Wedgewood Partners
Missouri
$358K -$72.1K -375 -18%
GC
1508
GFG Capital
Florida
$358K +$322K +1,674 New
PAM
1509
Palisade Asset Management
Minnesota
$357K – – –
HAS
1510
HBW Advisory Services
California
$357K +$83K +432 +35%
BWM
1511
Benchmark Wealth Management
Connecticut
$356K -$19.2K -100 -6%
AT
1512
Arden Trust
Delaware
$354K -$4.61K -24 -1%
WMA
1513
Wealth Management Associates
New Jersey
$354K +$318K +1,652 New
IDBONY
1514
Israel Discount Bank of New York
New York
$352K -$192K -999 -38%
GIA
1515
Granite Investment Advisors
New Hampshire
$352K -$47.5K -247 -13%
MNG
1516
Manning & Napier Group
New York
$352K – – –
FHC
1517
First Horizon Corporation
Tennessee
$352K +$4.04K +21 +1%
JG
1518
Jefferies Group
New York
$351K +$315K +1,638 New
LFG
1519
Larson Financial Group
Missouri
$350K -$101K -526 -24%
TA
1520
Trellis Advisors
Washington
$350K -$7.69K -40 -2%
LF
1521
Lantz Financial
Illinois
$350K +$20.8K +108 +7%
VAS
1522
Vestmark Advisory Solutions
Massachusetts
$350K +$47.1K +245 +18%
TWM
1523
TMD Wealth Management
Arizona
$350K +$314K +1,636 New
LTI
1524
Laffer Tengler Investments
Tennessee
$349K – – –
CFFP
1525
Center for Financial Planning
Michigan
$348K -$11K -57 -3%
59 60
61
62 63