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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
1101
Financial Architects (New Jersey)
New Jersey
$217K -$11.2K -48 -5%
GHAM
1102
Gilman Hill Asset Management
Connecticut
$217K
CIM
1103
Chapman Investment Management
California
$216K
EA
1104
Ellsworth Advisors
Ohio
$216K +$188K +803 New
EWM
1105
Elmwood Wealth Management
California
$214K
FBB
1106
Fulton Breakefield Broenniman
Maryland
$214K
OC
1107
Oarsman Capital
Wisconsin
$214K
WP
1108
WealthSource Partners
California
$214K +$209K +892 New
OWP
1109
Obermeyer Wealth Partners
Colorado
$214K +$210K +895 New
HFAS
1110
Hummer Financial Advisory Services
Illinois
$213K -$2.11K -9 -1%
PTP
1111
Platform Technology Partners
New York
$213K +$208K +888 New
RFA
1112
Resurgent Financial Advisors
Georgia
$213K +$208K +889 New
AFS
1113
Axiom Financial Strategies
Indiana
$212K +$200K +856 New
SAM
1114
Secure Asset Management
Michigan
$212K +$207K +886 New
OFS
1115
OneAscent Financial Services
Alabama
$211K -$6.09K -26 -3%
DA
1116
Detalus Advisors
Missouri
$211K
CA
1117
Claris Advisors
Missouri
$211K +$206K +881 New
FPIS
1118
Financial Planning & Information Services
Wisconsin
$209K -$102K -434 -33%
TLCM
1119
Twin Lakes Capital Management
California
$208K -$25.8K -110 -11%
CT
1120
Cambridge Trust
Massachusetts
$208K -$21.8K -93 -10%
AL
1121
Aspiriant LLC
California
$208K -$2.11K -9 -1%
FPA
1122
First Pacific Advisors
California
$208K
CWA
1123
CJM Wealth Advisers
Virginia
$207K +$202K +864 New
SA
1124
Syntax Advisors
New York
$206K -$39.1K -167 -16%
VCG
1125
Vantage Consulting Group
Virginia
$206K -$39.1K -167 -16%