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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1576
FMA Advisory
Pennsylvania
$855K -$47.3K -258 -5%
APC
1577
Aspire Private Capital
North Carolina
$854K -$734 -4 -0.1%
FANJ
1578
Financial Architects (New Jersey)
New Jersey
$849K -$125K -683 -13%
AL
1579
Aspiriant LLC
California
$849K -$11.7K -64 -1%
MGIA
1580
Moneta Group Investment Advisors
Missouri
$848K -$48.8K -266 -6%
IC
1581
Intersect Capital
California
$845K -$16.5K -90 -2%
TCM
1582
Tributary Capital Management
Nebraska
$844K -$27.5K -150 -3%
MC
1583
Menta Capital
California
$844K +$253K +1,380 +46%
BCM
1584
Boltwood Capital Management
California
$843K – – –
CBA
1585
Coastal Bridge Advisors
Connecticut
$841K -$127K -695 -14%
SIAP
1586
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$840K +$35K +191 +5%
RC
1587
Roundview Capital
New Jersey
$837K -$86.4K -471 -10%
JA
1588
JOYN Advisors
Georgia
$836K -$979K -5,338 -55%
EWA
1589
Exencial Wealth Advisors
Oklahoma
$835K -$86.6K -472 -10%
RC
1590
Reik & Co
New York
$835K – – –
HR
1591
Howe & Rusling
New York
$834K -$456K -2,485 -36%
FIM
1592
Freedom Investment Management
Connecticut
$833K +$538K +2,935 +209%
RGIA
1593
Rainier Group Investment Advisory
Washington
$831K +$26.2K +143 +3%
UBG
1594
United Bank (Georgia)
Georgia
$830K -$20K -109 -2%
CA
1595
Calton & Associates
Florida
$822K +$125K +681 +19%
EP
1596
Edgestream Partners
New Jersey
$819K +$783K +4,266 New
FSC
1597
Full Sail Capital
Oklahoma
$816K -$110K -602 -12%
BWP
1598
Bernardo Wealth Planning
Pennsylvania
$815K -$9.17K -50 -1%
SG
1599
StoneX Group
New York
$812K +$28.2K +154 +4%
JFA
1600
Johanson Financial Advisors
California
$811K +$48.6K +265 +7%
62 63
64
65 66