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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1626
Beam Wealth Advisors
Louisiana
$736K – – –
MGAM
1627
McGowan Group Asset Management
Texas
$732K -$1.69K -6 -0.2%
EM
1628
Excalibur Management
Massachusetts
$732K +$3.38K +12 +0.5%
CFA
1629
CWS Financial Advisors
Michigan
$731K +$250K +888 +56%
AL
1630
Aspiriant LLC
California
$730K – – –
SBSB
1631
Sullivan, Bruyette, Speros & Blaney
Virginia
$728K +$67.9K +241 +11%
PIA
1632
Pinion Investment Advisors
Kansas
$727K -$52.2K -185 -7%
TCWM
1633
Total Clarity Wealth Management
Illinois
$723K +$1.13K +4 +0.2%
IA
1634
Independence Advisors
Pennsylvania
$722K +$29.6K +105 +4%
EAM
1635
Evanson Asset Management
California
$721K +$17.8K +63 +3%
TCM
1636
Tributary Capital Management
Nebraska
$716K -$149K -530 -18%
SWM
1637
SeaCrest Wealth Management
New York
$714K +$70.5K +250 +12%
9WM
1638
9258 Wealth Management
Ohio
$712K +$8.18K +29 +1%
PTC
1639
Provident Trust Company
Wisconsin
$710K – – –
PIA
1640
Perennial Investment Advisors
California
$709K -$9.87K -35 -1%
C
1641
Certuity
Florida
$709K +$132K +469 +24%
RHP
1642
Royal Harbor Partners
Texas
$707K -$91.3K -324 -12%
BFO
1643
Biltmore Family Office
North Carolina
$707K – – –
AT
1644
Arden Trust
Delaware
$707K +$140K +498 +26%
F
1645
F3Logic
Minnesota
$707K +$364K +1,290 +119%
JFGIW
1646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$706K -$282 -1 -0%
NFG
1647
Nations Financial Group
Iowa
$705K -$16.4K -58 -2%
STA
1648
Summit Trail Advisors
New York
$703K -$68.5K -243 -9%
CM
1649
Crestline Management
Texas
$703K +$670K +2,376 New
CSIC
1650
Clifford Swan Investment Counsel
California
$702K +$3.38K +12 +0.5%
64 65
66
67 68