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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1751
CVFG LLC
Indiana
$1.69M -$17K -34 -1%
CCFM
1752
Clear Creek Financial Management
Washington
$1.69M -$155K -311 -9%
MCM
1753
Manchester Capital Management
Vermont
$1.69M -$155K -310 -9%
FHC
1754
First Horizon Corporation
Tennessee
$1.68M -$63.8K -128 -4%
RSWM
1755
Robertson Stephens Wealth Management
California
$1.68M +$74.3K +149 +5%
FAM
1756
Formidable Asset Management
Ohio
$1.67M -$44.4K -89 -3%
AA
1757
Alta Advisers
United Kingdom
$1.67M – – –
WWM
1758
Waterway Wealth Management
Texas
$1.66M +$9.97K +20 +0.6%
DE
1759
Defiance ETFs
New York
$1.66M +$293K +587 +23%
EFG
1760
Embree Financial Group
Illinois
$1.66M +$7.98K +16 +0.5%
LAM
1761
LECAP Asset Management
United Kingdom
$1.65M -$1.06M -2,131 -40%
WA
1762
WBH Advisory
Maryland
$1.65M – – –
OFW
1763
Omnia Family Wealth
Florida
$1.64M -$4.49K -9 -0.3%
SWM
1764
Sendero Wealth Management
Texas
$1.64M -$1.62M -3,254 -50%
SA
1765
Sovran Advisors
California
$1.64M +$125K +251 +9%
SHFA
1766
SS&H Financial Advisors
Michigan
$1.64M +$1.59M +3,197 New
LIA
1767
LBMC Investment Advisors
Tennessee
$1.64M +$23.4K +47 +1%
AW
1768
Alaethes Wealth
Nevada
$1.64M +$1.59M +3,185 New
IPW
1769
Inlet Private Wealth
Florida
$1.64M -$499K -1,000 -24%
KP
1770
Keel Point
Alabama
$1.63M +$107K +214 +7%
AL
1771
Aspiriant LLC
California
$1.63M +$33.4K +67 +2%
CAG
1772
Cypress Advisory Group
Arizona
$1.63M +$199K +400 +14%
IFS
1773
Intelligent Financial Strategies
Minnesota
$1.63M -$24.4K -49 -2%
JIC
1774
Joel Isaacson & Co
New York
$1.63M -$16.5K -33 -1%
BL
1775
Balentine LLC
Georgia
$1.62M +$959K +1,923 +156%
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71
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