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Name Holding Trade Value Shares
Change 		Change in
Stake
LYV
1601
Live Your Vision
Pennsylvania
$351K -$27.6K -603 -7%
EF
1602
Empirical Finance
Pennsylvania
$351K +$39.1K +856 +13%
TWM
1603
Titus Wealth Management
California
$348K +$12.3K +269 +4%
AWP
1604
Ascent Wealth Partners
New York
$347K -$9.14K -200 -3%
CANC
1605
Culbertson A N & Co
Virginia
$347K +$80.9K +1,770 +31%
HCC
1606
Hirtle Callaghan & Co
Pennsylvania
$346K -$151K -3,300 -31%
AIM
1607
Avity Investment Management
Connecticut
$346K -$91.4K -2,000 -21%
AEPG
1608
American Economic Planning Group
New Jersey
$346K -$9.82K -215 -3%
CPA
1609
Cowen Prime Advisors
New York
$346K – – –
KB
1610
Kimelman & Baird
New York
$346K – – –
STMM
1611
South Texas Money Management
Texas
$345K -$88.5K -1,938 -21%
LWS
1612
Lucia Wealth Services
California
$344K +$13.1K +287 +4%
SFG
1613
SevenBridge Financial Group
Pennsylvania
$342K -$9.14K -200 -3%
AW
1614
Alpha Windward
Massachusetts
$342K +$1.23K +27 +0.4%
MOS
1615
MGO One Seven
Ohio
$342K +$338K +7,408 New
VIA
1616
Vantage Investment Advisors
Pennsylvania
$338K +$77.1K +1,688 +30%
TL
1617
Tirschwell & Loewy
New York
$336K -$187K -4,100 -36%
CWM
1618
Circle Wealth Management
New Jersey
$334K +$2.47K +54 +0.8%
WA
1619
Wealth Architects
California
$334K +$99.9K +2,186 +43%
GIP
1620
Granite Investment Partners
California
$333K -$7.77K -170 -2%
BMC
1621
Benin Management Corp
Connecticut
$333K – – –
CAM
1622
Concorde Asset Management
Michigan
$333K +$115K +2,525 +54%
FHC
1623
First Heartland Consultants
Missouri
$332K -$15.6K -342 -5%
SIM
1624
Sonora Investment Management
Arizona
$332K +$51.3K +1,123 +18%
BL
1625
BFSG LLC
California
$331K -$17.4K -380 -5%
63 64
65
66 67