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Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1451
L.J. Altfest & Co
New York
$3.35M +$52.9K +287 +2%
BCFS
1452
Butensky & Cohen Financial Security
Florida
$3.35M -$162K -876 -5%
PG
1453
Patten Group
Tennessee
$3.34M +$182K +985 +6%
QIM
1454
Quest Investment Management
Oregon
$3.34M -$325K -1,765 -9%
AL
1455
Aspiriant LLC
California
$3.34M -$18.8K -102 -0.6%
AF
1456
Allworth Financial
California
$3.33M +$1.18M +6,379 +55%
DFA
1457
Delta Financial Advisors
Louisiana
$3.32M +$34.5K +187 +1%
NC
1458
Naman Capital
Brazil
$3.32M – – –
BCM
1459
Birmingham Capital Management
Alabama
$3.32M -$199K -1,080 -6%
CRIG
1460
Charter Research & Investment Group
Connecticut
$3.31M -$7.38K -40 -0.2%
WA1
1461
Wimmer Associates 1
California
$3.29M +$174K +946 +6%
CPA
1462
Court Place Advisors
Maryland
$3.29M – – –
CPA
1463
Capital Planning Advisors
California
$3.29M +$1.05M +5,700 +47%
WG
1464
Watchman Group
Texas
$3.29M -$39.1K -212 -1%
AF
1465
Advisornet Financial
Minnesota
$3.28M +$38.7K +210 +1%
CWM
1466
Cornerstone Wealth Management
Missouri
$3.25M +$162K +880 +5%
DA
1467
DCM Advisors
New York
$3.25M +$238K +1,293 +8%
UA
1468
Unison Advisors
District of Columbia
$3.24M – – –
SMH
1469
Sanders Morris Harris
Texas
$3.23M +$51.6K +280 +2%
BC
1470
Burney Company
Virginia
$3.23M +$357K +1,936 +12%
SOAMC
1471
Spirit of America Management Corp
New York
$3.23M +$166K +900 +5%
CWS
1472
Cypress Wealth Services
California
$3.23M -$91.8K -498 -3%
DMC
1473
Drexel Morgan & Co
Pennsylvania
$3.23M -$1.48K -8 -0%
WWM
1474
Western Wealth Management
Colorado
$3.22M +$318K +1,726 +11%
FA
1475
FDx Advisors
Illinois
$3.22M -$126K -683 -4%
57 58
59
60 61