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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2176
Davies Financial Advisors
California
$903K -$152K -293 -15%
WAM
2177
Werlinich Asset Management
Connecticut
$903K – – –
TFO
2178
Tarbox Family Office
California
$900K +$2.59K +5 +0.3%
GDP
2179
Great Diamond Partners
Maine
$898K -$51.8K -100 -6%
GAM
2180
Gould Asset Management
California
$898K +$23.3K +45 +3%
CMI
2181
Clare Market Investments
Texas
$897K – – –
DAC
2182
Dividend Assets Capital
South Carolina
$897K – – –
JAG
2183
Journey Advisory Group
Kentucky
$896K – – –
SW
2184
SkyOak Wealth
Michigan
$895K +$155K +300 +21%
BOTPPF
2185
Board of the Pension Protection Fund
United Kingdom
$895K +$880K +1,700 New
DA
2186
Detalus Advisors
Missouri
$894K -$40.9K -79 -4%
AA
2187
Auxano Advisors
Washington
$894K +$36.8K +71 +4%
WWS
2188
Wellington Wealth Strategies
Indiana
$894K -$179K -345 -18%
SVCP
2189
Silicon Valley Capital Partners
California
$892K +$518 +1 +0.1%
MFS
2190
Miller Financial Services
Michigan
$892K +$876K +1,693 New
LGA
2191
Lebenthal Global Advisors
New York
$888K +$82.3K +159 +10%
CCC
2192
Compass Capital Corp
Massachusetts
$888K +$872K +1,685 New
HHRDM
2193
H&H Retirement Design & Management
Nevada
$888K -$84.4K -163 -9%
AWM
2194
Aberdeen Wealth Management
Illinois
$887K +$3.62K +7 +0.4%
AA
2195
Advisory Alpha
Michigan
$886K +$98.4K +190 +13%
OPA
2196
Old Port Advisors
Maine
$885K +$10.9K +21 +1%
FFA
2197
Fragasso Financial Advisors
Pennsylvania
$884K +$72K +139 +9%
KIM
2198
Kestra Investment Management
Texas
$883K -$68.3K -132 -7%
GPW
2199
Genesis Private Wealth
Virginia
$881K +$867K +1,674 New
CWA
2200
Consilium Wealth Advisory
Texas
$881K -$2.07K -4 -0.2%
86 87
88
89 90