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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1526
Aspiriant LLC
California
$257K +$247K +7,450 New
GP
1527
Girard Partners
Pennsylvania
$257K -$79.1K -2,390 -24%
FC
1528
Fusion Capital
South Carolina
$257K – – –
FLPIM
1529
F.L. Putnam Investment Management
Massachusetts
$257K +$246K +7,430 New
WP
1530
WealthPLAN Partners
Nebraska
$256K -$798K -24,100 -76%
HFM
1531
Hartford Financial Management
Connecticut
$256K – – –
CC
1532
Cipher Capital
New York
$254K +$244K +7,360 New
OWM
1533
Opes Wealth Management
California
$254K – – –
WSWA
1534
Warren Street Wealth Advisors
California
$253K +$7.61K +230 +3%
TCM
1535
TD Capital Management
Tennessee
$250K – – –
MCM
1536
Mattern Capital Management
Colorado
$250K – – –
OAM
1537
Occidental Asset Management
California
$249K – – –
CBFP
1538
Cedar Brook Financial Partners
Ohio
$249K +$7.61K +230 +3%
LFG
1539
Lazard Frères Gestion
France
$249K +$14.2K +430 +5%
RIA
1540
Regal Investment Advisors
Michigan
$249K -$2.98K -90 -1%
RWA
1541
River Wealth Advisors
Pennsylvania
$248K -$7.61K -230 -3%
LSPW
1542
Lake Street Private Wealth
Illinois
$247K +$237K +7,150 New
ML
1543
Mayport LLC
Massachusetts
$246K +$4.96K +150 +2%
SAM
1544
Silvercrest Asset Management
New York
$246K – – –
BIA
1545
Benchmark Investment Advisors
Illinois
$245K -$208K -6,300 -47%
GWM
1546
Greenwich Wealth Management
Connecticut
$245K -$68.2K -2,060 -23%
RWA
1547
Ropes Wealth Advisors
Massachusetts
$245K -$99K -2,990 -30%
RGC
1548
Roberts, Glore & Co
Illinois
$244K – – –
VWA
1549
Visionary Wealth Advisors
Illinois
$244K -$43.7K -1,320 -16%
PA
1550
PSI Advisors
Florida
$243K +$20.2K +610 +10%
60 61
62
63 64