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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1576
Aspiriant LLC
California
$1.34M -$126K -1,320 -8%
LWCFA
1577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.34M – – –
RWP
1578
Ridgecrest Wealth Partners
California
$1.34M – – –
WAN
1579
Wealth Advisors Northwest
Oregon
$1.33M -$24.7K -260 -2%
OPW
1580
Oxler Private Wealth
New York
$1.33M +$68.5K +720 +5%
BFA
1581
Brown Financial Advisors
Ohio
$1.33M +$73.2K +770 +6%
WAG
1582
Wallace Advisory Group
California
$1.33M +$24.7K +260 +2%
RRA
1583
Round Rock Advisors
Connecticut
$1.33M +$12.4K +130 +0.9%
AG
1584
AlTi Global
New York
$1.32M -$169K -1,780 -11%
CIS
1585
Continental Investors Services
Washington
$1.32M +$44.7K +470 +3%
CIC
1586
Carnegie Investment Counsel
Ohio
$1.32M +$227K +2,390 +19%
OF
1587
Optimize Financial
California
$1.32M -$45.6K -480 -3%
FWI
1588
Facet Wealth Inc
Maryland
$1.32M -$55.2K -580 -5%
AC
1589
Apella Capital
Connecticut
$1.32M +$304K +3,200 +30%
RL
1590
Retireful LLC
Michigan
$1.31M -$220K -2,310 -14%
MHC
1591
May Hill Capital
Massachusetts
$1.31M +$40.9K +430 +3%
CHP
1592
Cable Hill Partners
Oregon
$1.31M -$162K -1,700 -13%
HA
1593
Herold Advisors
New York
$1.31M +$409K +4,300 +44%
SCP
1594
Stamos Capital Partners
California
$1.31M +$800K +8,410 +150%
HWA
1595
HHM Wealth Advisors
Tennessee
$1.31M +$38K +400 +3%
CH
1596
Cromwell Holdings
Wyoming
$1.3M – – –
SRA
1597
Secured Retirement Advisors
Minnesota
$1.3M +$1.33M +13,960 New
DI
1598
Diligent Investors
California
$1.3M +$5.71K +60 +0.4%
CWG
1599
Cornerstone Wealth Group
North Carolina
$1.3M -$15.2K -160 -1%
BBWA
1600
Bell & Brown Wealth Advisors
California
$1.29M -$19K -200 -1%
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