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Name Holding Trade Value Shares
Change
Change in
Stake
AL
1251
Aspiriant LLC
California
$452K +$441K +2,579 New
CAN
1252
Claraphi Advisory Network
United States
$451K +$146K +855 +50%
GCC
1253
Guardian Capital (Canada)
Ontario, Canada
$444K -$12.6K -74 -3%
DC
1254
DeDora Capital
California
$443K +$684 +4 +0.2%
SM
1255
Sciencast Management
New Jersey
$440K -$658K -3,847 -61%
SNB
1256
Security National Bank
Nebraska
$438K – – –
CAG
1257
Csenge Advisory Group
Florida
$438K +$122K +712 +40%
SCA
1258
Stonebridge Capital Advisors
Minnesota
$435K -$25.5K -149 -6%
AWMF
1259
Arbor Wealth Management (Florida)
Florida
$431K -$99K -579 -20%
DDC
1260
Daniel Devine & Co
Florida
$427K – – –
APP
1261
Avantax Planning Partners
Iowa
$426K -$148K -868 -26%
HH
1262
HWG Holdings
Texas
$424K +$414K +2,420 New
JDR
1263
Jay D. Rosenbaum
$422K +$47K +275 +13%
Kovitz Investment Group Partners
1264
Kovitz Investment Group Partners
Illinois
$421K -$247K -1,444 -38%
EAM
1265
Evanson Asset Management
California
$420K +$30.3K +177 +8%
PCAP
1266
Pratt Collard Advisory Partners
New York
$420K +$178K +1,040 +77%
MA
1267
MANA Advisors
New York
$420K +$410K +2,400 New
TFO
1268
Tarbox Family Office
California
$418K – – –
GBT
1269
Grove Bank & Trust
Florida
$416K -$27.2K -159 -6%
IIM
1270
Ipswich Investment Management
Massachusetts
$416K +$167K +975 +70%
CIA
1271
Capital Investment Advisors
Georgia
$411K +$45.8K +268 +13%
IR
1272
Invictus RG
Bermuda
$409K -$54.5K -319 -12%
FC
1273
Ferris Capital
Massachusetts
$404K -$80K -468 -17%
BCM
1274
Breiter Capital Management
Florida
$404K +$394K +2,307 New
STMM
1275
South Texas Money Management
Texas
$401K +$45.1K +264 +13%