Name Holding Trade Value Shares
Change
Change in
Stake
AL
1701
Aspiriant LLC
California
$243K +$25.7K +60 +12%
NC
1702
NewSquare Capital
Pennsylvania
$241K +$59.5K +139 +33%
IHL
1703
Investment House LLC
California
$241K -$5.13M -11,981 -95%
CG
1704
Curat Global
New Hampshire
$241K – – –
EFA
1705
Evernest Financial Advisors
Indiana
$240K -$111K -258 -33%
SAI
1706
Systematic Alpha Investments
New Jersey
$240K – – –
TFIPS
1707
Towarzystwo Funduszy Inwestycyjnych PZU SA
$239K – – –
QFW
1708
QTR Family Wealth
Florida
$239K -$46.3K -108 -17%
NSG
1709
Nalls Sherbakoff Group
Tennessee
$239K +$857 +2 +0.4%
FWCM
1710
Ferguson Wellman Capital Management
Oregon
$238K -$19.3K -45 -7%
SDWIA
1711
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$238K +$49.7K +116 +26%
OP
1712
ORG Partners
Indiana
$237K -$37.7K -88 -14%
FG
1713
Foster Group
Iowa
$237K -$98.5K -230 -29%
PWC
1714
Pathfinder Wealth Consulting
North Carolina
$237K +$238K +555 New
FOA
1715
Five Oceans Advisors
California
$236K -$46.3K -108 -16%
AU
1716
AlphaGrep UK
$236K +$237K +554 New
SL
1717
Summitry LLC
California
$236K -$273K -638 -54%
PCFFS
1718
Pacific Center for Financial Services
California
$235K – – –
ESB
1719
Essex Savings Bank
Connecticut
$235K -$15K -35 -6%
MA
1720
MJP Associates
Connecticut
$234K -$63K -147 -21%
CWA
1721
CJM Wealth Advisers
Virginia
$234K -$1.28K -3 -0.5%
AC
1722
Apella Capital
Connecticut
$234K -$82.2K -192 -26%
CBA
1723
Coastal Bridge Advisors
Connecticut
$233K +$13.7K +32 +6%
BFW
1724
Brady Family Wealth
Missouri
$233K -$4.28K -10 -2%
OBWG
1725
Onyx Bridge Wealth Group
New York
$232K -$857 -2 -0.4%