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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1526
Brainard Capital Management
Texas
$258K -$662 -20 -0.3%
AL
1527
Aspiriant LLC
California
$257K +$247K +7,450 New
GP
1528
Girard Partners
Pennsylvania
$257K -$79.1K -2,390 -24%
FC
1529
Fusion Capital
South Carolina
$257K – – –
FLPIM
1530
F.L. Putnam Investment Management
Massachusetts
$257K +$246K +7,430 New
WP
1531
WealthPLAN Partners
Nebraska
$256K -$798K -24,100 -76%
HFM
1532
Hartford Financial Management
Connecticut
$256K – – –
CC
1533
Cipher Capital
New York
$254K +$244K +7,360 New
OWM
1534
Opes Wealth Management
California
$254K – – –
WSWA
1535
Warren Street Wealth Advisors
California
$253K +$7.61K +230 +3%
TCM
1536
TD Capital Management
Tennessee
$250K – – –
MCM
1537
Mattern Capital Management
Colorado
$250K – – –
OAM
1538
Occidental Asset Management
California
$249K – – –
CBFP
1539
Cedar Brook Financial Partners
Ohio
$249K +$7.61K +230 +3%
LFG
1540
Lazard Frères Gestion
France
$249K +$14.2K +430 +5%
RIA
1541
Regal Investment Advisors
Michigan
$249K -$2.98K -90 -1%
RWA
1542
River Wealth Advisors
Pennsylvania
$248K -$7.61K -230 -3%
LSPW
1543
Lake Street Private Wealth
Illinois
$247K +$237K +7,150 New
ML
1544
Mayport LLC
Massachusetts
$246K +$4.96K +150 +2%
SAM
1545
Silvercrest Asset Management
New York
$246K – – –
BIA
1546
Benchmark Investment Advisors
Illinois
$245K -$208K -6,300 -47%
GWM
1547
Greenwich Wealth Management
Connecticut
$245K -$68.2K -2,060 -23%
RWA
1548
Ropes Wealth Advisors
Massachusetts
$245K -$99K -2,990 -30%
RGC
1549
Roberts, Glore & Co
Illinois
$244K – – –
VWA
1550
Visionary Wealth Advisors
Illinois
$244K -$43.7K -1,320 -16%
60 61
62
63 64