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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1126
Robertson Stephens Wealth Management
California
$408K -$1.49K -7 -0.4%
AAMC
1127
Asset Allocation & Management Company
Illinois
$408K – – –
LSA
1128
Lion Street Advisors
Texas
$407K -$102K -479 -22%
WH
1129
Willner & Heller
California
$405K +$46.9K +220 +14%
SGCA
1130
Steel Grove Capital Advisors
Tennessee
$404K – – –
SB
1131
Strategic Blueprint
Georgia
$403K +$29.2K +137 +8%
AL
1132
Aspiriant LLC
California
$402K -$640 -3 -0.2%
TWA
1133
TCI Wealth Advisors
Arizona
$400K -$85.1K -399 -18%
GCM
1134
Gables Capital Management
Florida
$400K – – –
WT
1135
Washington Trust
Rhode Island
$398K +$13.9K +65 +4%
CCM
1136
Crew Capital Management
Ohio
$397K – – –
WAM
1137
WNY Asset Management
New York
$397K – – –
GL
1138
Graypoint LLC
New York
$395K -$32.9K -154 -8%
CA
1139
Clearstead Advisors
Ohio
$395K +$31.4K +147 +9%
GWS
1140
Glassman Wealth Services
Virginia
$393K +$42.3K +198 +13%
PPW
1141
Pasadena Private Wealth
California
$392K – – –
WCM
1142
Weik Capital Management
Pennsylvania
$392K – – –
AWM
1143
Aberdeen Wealth Management
Illinois
$391K – – –
CA
1144
Cambridge Advisors
Nebraska
$390K -$384K -1,800 -51%
DBRC
1145
D.B. Root & Company
Pennsylvania
$390K -$42.3K -198 -10%
GAM
1146
Garrison Asset Management
Arkansas
$389K -$8.54K -40 -2%
E
1147
Ergoteles
New York
$387K +$364K +1,707 New
RI
1148
Ridgewood Investments
New Jersey
$386K -$360K -1,686 -50%
OIA
1149
OneDigital Investment Advisors
Kansas
$386K +$31.8K +149 +10%
LMKC
1150
L.M. Kohn & Company
Ohio
$385K – – –
44 45
46
47 48