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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1801
Aspiriant LLC
California
$649K -$5.09K -14 -0.7%
GG
1802
Golden Green
South Carolina
$647K +$19.3K +53 +3%
CIC
1803
Crawford Investment Counsel
Georgia
$645K -$191K -526 -22%
OFA
1804
Oak Family Advisors
Illinois
$644K -$727 -2 -0.1%
VBCG
1805
Valley Brook Capital Group
Pennsylvania
$644K – – –
OCM
1806
One Capital Management
California
$644K +$171K +470 +34%
SFA
1807
Sequoia Financial Advisors
Ohio
$641K -$1.39M -3,818 -67%
CPA
1808
Capital Planning Advisors
California
$640K – – –
CAM
1809
CenterStar Asset Management
Illinois
$640K – – –
SWA
1810
Stratos Wealth Advisors
Ohio
$640K +$91.3K +251 +16%
BCA
1811
Bay Colony Advisors
Massachusetts
$636K – – –
BS
1812
Boenning & Scattergood
Pennsylvania
$636K +$58.2K +160 +10%
CA
1813
CGN Advisors
Kansas
$635K +$74.5K +205 +13%
RHAM
1814
Round Hill Asset Management
California
$633K – – –
RCIM
1815
Red Cedar Investment Management
Michigan
$631K -$1.3M -3,580 -66%
TAM
1816
Taurus Asset Management
New York
$631K -$17.5K -48 -3%
PPP
1817
Private Portfolio Partners
New Jersey
$629K +$18.5K +51 +3%
LSA
1818
L & S Advisors
California
$629K -$22.2K -61 -3%
WKWM
1819
Walter & Keenan Wealth Management
Indiana
$628K +$28.4K +78 +5%
FH
1820
FWG Holdings
Florida
$626K +$57.5K +158 +10%
OPA
1821
Old Port Advisors
Maine
$625K -$15.3K -42 -2%
TC
1822
TwinBeech Capital
New York
$625K +$653K +1,797 New
TCM
1823
Tanaka Capital Management
New York
$623K -$1.82K -5 -0.3%
CA
1824
Calton & Associates
Florida
$621K -$154K -424 -19%
PMFA
1825
Plante Moran Financial Advisors
Michigan
$621K +$12.4K +34 +2%
71 72
73
74 75