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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1726
Aspiriant LLC
California
$734K -$208K -4,566 -22%
LGC
1727
Laurel Grove Capital
California
$733K -$27.4K -600 -3%
MCWS
1728
McKinley Carter Wealth Services
West Virginia
$731K +$273K +5,987 +57%
NFG
1729
Nadler Financial Group
Illinois
$727K -$25.9K -568 -3%
BFPW
1730
BOK Financial Private Wealth
Colorado
$726K -$208K -4,549 -22%
JPTCCM
1731
J.P. Turner & Co Capital Management
Georgia
$726K -$101K -2,208 -12%
RWA
1732
River Wealth Advisors
Pennsylvania
$726K -$5.02K -110 -0.7%
SRSA
1733
S.R. Schill & Associates
Washington
$723K -$3.56K -78 -0.5%
FA
1734
FCG Advisors
New Jersey
$720K -$409K -8,964 -35%
CP
1735
Camelot Portfolios
Ohio
$717K -$27.1K -595 -4%
IH
1736
IFC Holdings
Florida
$717K +$51.7K +1,134 +8%
CL
1737
CSS LLC
Illinois
$713K – – –
MWM
1738
Mission Wealth Management
California
$712K +$799K +17,513 New
DW
1739
Domani Wealth
Pennsylvania
$703K +$697K +15,275 +2,394%
PHAM
1740
Palisades Hudson Asset Management
Florida
$676K +$16.2K +354 +2%
BIAS
1741
Beacon Investment Advisory Services
New Jersey
$669K +$691K +15,151 New
AIC
1742
Atlantic Investment Company
Georgia
$667K – – –
CASB
1743
Cape Ann Savings Bank
Massachusetts
$665K – – –
BA
1744
BKS Advisors
Michigan
$663K -$5.61K -123 -0.8%
PCA
1745
Private Capital Advisors
Connecticut
$657K – – –
CAM
1746
Cacti Asset Management
Georgia
$656K – – –
SIG
1747
Stanford Investment Group
California
$654K +$46 +1 +0%
MC
1748
Maverick Capital
Texas
$653K -$51.1K -1,120 -7%
CPO
1749
Cerity Partners OCIO
New York
$653K +$37.8K +829 +6%
TAM
1750
Todd Asset Management
Kentucky
$651K -$98.1K -2,150 -13%
68 69
70
71 72