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Name Holding Trade Value Shares
Change
Change in
Stake
AL
876
Aspiriant LLC
California
$224K -$7.43K -45 -3%
PCA
877
Peddock Capital Advisors
Massachusetts
$223K -$52K -315 -20%
TIA
878
Tiemann Investment Advisors
California
$222K +$4.3K +26 +2%
BC
879
Burleson & Co
California
$222K +$180K +1,087 New
CHA
880
Carmichael Hill & Associates
Maryland
$221K +$165 +1 +0.1%
SF
881
Symphony Financial
Texas
$219K +$207K +1,255 New
HFRG
882
Houlihan Financial Resource Group
Virginia
$219K +$209K +1,266 New
VCA
883
Verdence Capital Advisors
Maryland
$218K +$208K +1,256 New
PCS
884
Personal CFO Solutions
New Jersey
$218K +$208K +1,258 New
RP
885
Rice Partnership
Hawaii
$218K +$208K +1,261 New
SFM
886
Signet Financial Management
New Jersey
$217K -$49.6K -300 -22%
LS
887
Livforsakringsbolaget Skandia
Sweden
$217K – – –
CAM
888
Cresset Asset Management
Illinois
$217K +$207K +1,253 New
PFC
889
Phocas Financial Corp
California
$216K +$207K +1,250 New
AMG
890
Advisors Management Group
Wisconsin
$215K +$205K +1,243 New
FDCDDQ
891
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K +$25.6K +155 +14%
SVWAG
892
Sound View Wealth Advisors Group
Georgia
$213K +$203K +1,228 New
SIC
893
Salem Investment Counselors
North Carolina
$212K – – –
GFS
894
GYL Financial Synergies
Connecticut
$212K +$202K +1,221 New
GIM
895
Goelzer Investment Management
Indiana
$212K +$202K +1,225 New
GWM
896
GSB Wealth Management
Connecticut
$212K +$202K +1,225 New
EGA
897
Eagle Global Advisors
Texas
$212K +$203K +1,226 New
BAM
898
Belpointe Asset Management
Nevada
$211K -$1.16K -7 -0.6%
CFA
899
CWS Financial Advisors
Michigan
$211K – – –
LOAME
900
Lombard Odier Asset Management (Europe)
United Kingdom
$210K -$61.1K -370 -23%