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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1651
Cypress Financial Planning
New Jersey
$757K -$66.2K -990 -8%
FNT
1652
First Nebraska Trust
Nebraska
$757K – – –
SMA
1653
Seven Mile Advisory
New Jersey
$755K -$180K -2,690 -20%
CCM
1654
Cohen Capital Management
California
$753K +$401K +6,000 +130%
JEST
1655
JTC Employer Solutions Trustee
Jersey
$753K – – –
FIM
1656
Fernwood Investment Management
Massachusetts
$752K +$72.9K +1,090 +11%
PPP
1657
Private Portfolio Partners
New Jersey
$750K +$708K +10,580 New
RIA
1658
Regal Investment Advisors
Michigan
$750K -$101K -1,510 -13%
AC
1659
Apella Capital
Connecticut
$749K +$39.5K +590 +6%
LCC
1660
Lincoln Capital Corp
Rhode Island
$745K -$30.1K -450 -4%
BFA
1661
Bragg Financial Advisors
North Carolina
$745K +$118K +1,770 +20%
HTIM
1662
Harbour Trust & Investment Management
Indiana
$743K -$22.7K -340 -3%
HPM
1663
Hoxton Planning & Management
West Virginia
$743K +$8.69K +130 +1%
KA
1664
Klingman & Associates
New York
$742K -$38.1K -570 -5%
CRC
1665
Curi RMB Capital
Illinois
$741K +$50.8K +760 +8%
MCI
1666
MRP Capital Investments
Georgia
$739K -$65.5K -980 -9%
PFG
1667
PAX Financial Group
Texas
$739K +$124K +1,860 +22%
DP
1668
Dearborn Partners
Illinois
$738K +$113K +1,690 +19%
AIA
1669
Angeles Investment Advisors
California
$738K -$39.5K -590 -5%
VWA
1670
Visionary Wealth Advisors
Illinois
$732K +$67.5K +1,010 +11%
SPIO
1671
Seven Post Investment Office
California
$731K – – –
BHB
1672
Bank Hapoalim BM
Israel
$731K +$4.68K +70 +0.7%
MIM
1673
Merrion Investment Management
New Jersey
$731K – – –
HFM
1674
Hartford Funds Management
Pennsylvania
$727K +$26.8K +400 +4%
AO
1675
Advisor OS
Illinois
$726K -$3.34K -50 -0.5%
65 66
67
68 69