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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1801
Aft Forsyth & Sober
Florida
$1.59M – – –
SI
1802
Shaker Investments
Ohio
$1.58M -$95.9K -182 -5%
WA
1803
WBH Advisory
Maryland
$1.58M – – –
LIA
1804
LBMC Investment Advisors
Tennessee
$1.57M – – –
CSI
1805
Cross Staff Investments
New York
$1.57M +$48.5K +92 +3%
SFPG
1806
Stonebridge Financial Planning Group
Florida
$1.57M -$61.1K -116 -4%
EFA
1807
Evernest Financial Advisors
Indiana
$1.56M -$34.8K -66 -2%
FMLI
1808
Fukoku Mutual Life Insurance
Japan
$1.56M -$59.5K -113 -3%
WAS
1809
Winch Advisory Services
Wisconsin
$1.56M -$16.3K -31 -1%
WI
1810
WrapManager Inc
California
$1.56M -$42.1K -80 -3%
BFA
1811
Beaumont Financial Advisors
Massachusetts
$1.56M -$220K -418 -12%
RSWM
1812
Robertson Stephens Wealth Management
California
$1.55M -$20K -38 -1%
MA
1813
MJP Associates
Connecticut
$1.55M +$280K +531 +21%
AL
1814
Aspiriant LLC
California
$1.55M -$190K -360 -10%
EI
1815
Ellevest Inc
New York
$1.55M +$79K +150 +5%
RCM
1816
Ratan Capital Management
Florida
$1.55M – – –
AWMT
1817
AAFMAA Wealth Management & Trust
North Carolina
$1.54M -$287K -545 -15%
PPA
1818
Pacific Point Advisors
California
$1.53M +$4.74K +9 +0.3%
TVPW
1819
Third View Private Wealth
Connecticut
$1.53M +$56.9K +108 +4%
ARG
1820
Advisory Resource Group
Oklahoma
$1.53M +$10.5K +20 +0.7%
AG
1821
Algert Global
California
$1.52M -$865K -1,642 -35%
AWA
1822
Acumen Wealth Advisors
Tennessee
$1.52M +$1.52M +2,891 +1,818%
IDA
1823
Intelligence Driven Advisers
California
$1.52M -$931K -1,767 -37%
HCM
1824
HMS Capital Management
Tennessee
$1.52M -$113K -214 -7%
CC
1825
Capital Counsel
New York
$1.52M -$52.7K -100 -3%
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