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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1601
Regatta Capital Group
California
$1.21M +$1.17M +3,376 New
PIG
1602
Pantheon Investment Group
California
$1.21M +$24.6K +71 +2%
SCI
1603
S&CO Inc
Massachusetts
$1.21M +$346K +1,000 +42%
BCA
1604
Bray Capital Advisors
Florida
$1.21M – – –
BMCM
1605
Burns Matteson Capital Management
New York
$1.21M +$285K +823 +32%
FFM
1606
Forum Financial Management
Illinois
$1.21M +$1.16M +3,356 New
WWM
1607
Windsor Wealth Management
Indiana
$1.2M +$12.1K +35 +1%
KP
1608
Keel Point
Alabama
$1.2M +$91.6K +265 +9%
UH
1609
Unigestion Holding
Switzerland
$1.19M +$888K +2,567 +340%
AL
1610
Aspiriant LLC
California
$1.19M +$501K +1,450 +78%
EH
1611
Equitable Holdings
New York
$1.19M -$636K -1,839 -36%
PFG
1612
PAX Financial Group
Texas
$1.19M +$28.4K +82 +3%
TF
1613
Trek Financial
Arizona
$1.18M +$132K +383 +13%
IF
1614
Intrua Financial
Texas
$1.17M +$19.7K +57 +2%
JFGIW
1615
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M -$85.8K -248 -7%
JDR
1616
Jay D. Rosenbaum
$1.16M -$195K -563 -15%
PA
1617
PFG Advisors
Arizona
$1.16M +$86.5K +250 +8%
PIA
1618
Perennial Investment Advisors
California
$1.15M -$1.04K -3 -0.1%
SI
1619
Scharf Investments
California
$1.15M -$99.3K -287 -8%
VHAM
1620
Van Hulzen Asset Management
California
$1.15M +$761K +2,201 +225%
BAAM
1621
Baker Avenue Asset Management
California
$1.15M +$1.1M +3,194 New
HWA
1622
HCR Wealth Advisors
California
$1.15M -$124K -360 -10%
BAMG
1623
Brand Asset Management Group
Missouri
$1.15M -$111K -322 -9%
GWMI
1624
Guardian Wealth Management (Illinois)
Illinois
$1.14M +$1.1M +3,182 New
RWI
1625
Red Wave Investments
Pennsylvania
$1.14M +$5.53K +16 +0.5%
63 64
65
66 67