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Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1626
McGowan Group Asset Management
Texas
$732K -$1.69K -6 -0.2%
EM
1627
Excalibur Management
Massachusetts
$732K +$3.38K +12 +0.5%
CFA
1628
CWS Financial Advisors
Michigan
$731K +$250K +888 +56%
AL
1629
Aspiriant LLC
California
$730K – – –
SBSB
1630
Sullivan, Bruyette, Speros & Blaney
Virginia
$728K +$67.9K +241 +11%
PIA
1631
Pinion Investment Advisors
Kansas
$727K -$52.2K -185 -7%
TCWM
1632
Total Clarity Wealth Management
Illinois
$723K +$1.13K +4 +0.2%
IA
1633
Independence Advisors
Pennsylvania
$722K +$29.6K +105 +4%
EAM
1634
Evanson Asset Management
California
$721K +$17.8K +63 +3%
TCM
1635
Tributary Capital Management
Nebraska
$716K -$149K -530 -18%
SWM
1636
SeaCrest Wealth Management
New York
$714K +$70.5K +250 +12%
9WM
1637
9258 Wealth Management
Ohio
$712K +$8.18K +29 +1%
PTC
1638
Provident Trust Company
Wisconsin
$710K – – –
PIA
1639
Perennial Investment Advisors
California
$709K -$9.87K -35 -1%
C
1640
Certuity
Florida
$709K +$132K +469 +24%
RHP
1641
Royal Harbor Partners
Texas
$707K -$91.3K -324 -12%
BFO
1642
Biltmore Family Office
North Carolina
$707K – – –
AT
1643
Arden Trust
Delaware
$707K +$140K +498 +26%
F
1644
F3Logic
Minnesota
$707K +$364K +1,290 +119%
JFGIW
1645
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$706K -$282 -1 -0%
NFG
1646
Nations Financial Group
Iowa
$705K -$16.4K -58 -2%
STA
1647
Summit Trail Advisors
New York
$703K -$68.5K -243 -9%
CM
1648
Crestline Management
Texas
$703K +$670K +2,376 New
CSIC
1649
Clifford Swan Investment Counsel
California
$702K +$3.38K +12 +0.5%
NDSI
1650
Newman Dignan & Sheerar Inc
Rhode Island
$702K +$3.95K +14 +0.6%
64 65
66
67 68