Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
1351
Sand Hill Global Advisors
California
$399K -$4.33K -10 -1%
TRIA
1352
Trail Ridge Investment Advisors
Colorado
$399K – – –
CCWM
1353
Cassaday & Co Wealth Management
Virginia
$399K +$25.1K +58 +7%
BFO
1354
Boston Family Office
Massachusetts
$397K – – –
RFA
1355
Resurgent Financial Advisors
Georgia
$397K +$62.8K +145 +20%
CFA
1356
CWS Financial Advisors
Michigan
$394K -$996K -2,300 -73%
PHS
1357
Pekin Hardy Strauss
Illinois
$394K – – –
FH
1358
FWG Holdings
Florida
$394K +$28.6K +66 +8%
CB
1359
CNB Bank
Pennsylvania
$393K +$10.4K +24 +3%
QFA
1360
Quantum Financial Advisors
California
$393K -$1.3K -3 -0.4%
FAT
1361
First American Trust
California
$390K +$12.6K +29 +4%
AL
1362
Aspiriant LLC
California
$389K -$69.7K -161 -16%
AWM
1363
Atticus Wealth Management
Florida
$387K -$1.73K -4 -0.5%
FWM
1364
FFT Wealth Management
Pennsylvania
$387K +$60.6K +140 +20%
TWA
1365
Tandem Wealth Advisors
Arizona
$386K – – –
NWM
1366
Northcape Wealth Management
New York
$386K -$40.7K -94 -10%
SAM
1367
Strategy Asset Managers
California
$385K +$13K +30 +4%
OWA
1368
Outlook Wealth Advisors
Texas
$384K -$27.3K -63 -7%
LC
1369
Landaas & Company
Wisconsin
$384K – – –
SWIM
1370
Smallwood Wealth Investment Management
New Jersey
$384K +$21.6K +50 +6%
SWM
1371
SeaCrest Wealth Management
New York
$384K -$16.9K -39 -5%
GC
1372
Grimes & Company
Massachusetts
$382K -$70.1K -162 -16%
FAG
1373
Fortitude Advisory Group
Washington
$382K -$9.96K -23 -3%
BFS
1374
Bard Financial Services
Connecticut
$381K +$13K +30 +4%
FTA
1375
Financial & Tax Architects
Missouri
$380K +$49.8K +115 +16%