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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1476
CX Institutional
Indiana
$756K +$33.7K +314 +5%
WCM
1477
Winthrop Capital Management
Indiana
$755K +$747K +6,954 New
AL
1478
Aspiriant LLC
California
$752K +$7.2K +67 +1%
CFCI
1479
Comprehensive Financial Consultants Institutional
Indiana
$750K +$30.5K +284 +4%
GDP
1480
Great Diamond Partners
Maine
$748K +$47.8K +445 +7%
TFS
1481
Thoroughbred Financial Services
Tennessee
$742K -$72.1K -671 -9%
PCP
1482
Pacific Capital Partners
$740K +$102K +951 +16%
KGC
1483
Kennon-Green & Company
Ohio
$734K +$11.5K +107 +2%
BMCM
1484
Burns Matteson Capital Management
New York
$734K +$4.08K +38 +0.6%
PCA
1485
Pallas Capital Advisors
Massachusetts
$733K -$33.4K -311 -4%
LFG
1486
Larson Financial Group
Missouri
$732K -$826K -7,685 -53%
FFN
1487
Focus Financial Network
Minnesota
$729K +$368K +3,428 +105%
WLG
1488
Williamson Legacy Group
Indiana
$729K +$721K +6,712 New
NDSI
1489
Newman Dignan & Sheerar Inc
Rhode Island
$722K +$107 +1 +0%
PPWP
1490
Premier Path Wealth Partners
New Jersey
$720K +$713K +6,635 New
ACP
1491
Aveo Capital Partners
Colorado
$719K -$724K -6,741 -50%
AP
1492
Appleton Partners
Massachusetts
$716K -$10.6K -99 -1%
TCM
1493
Twin Capital Management
Pennsylvania
$714K +$15.6K +145 +2%
EI
1494
Ellevest Inc
New York
$713K +$188K +1,746 +36%
SAM
1495
S.A. Mason
Michigan
$710K – – –
MIA
1496
MainStreet Investment Advisors
Illinois
$710K +$24.3K +226 +4%
DDC
1497
DF Dent & Co
Maryland
$709K +$136K +1,268 +24%
PCS
1498
Personal CFO Solutions
New Jersey
$708K +$50K +465 +8%
TA
1499
Tectonic Advisors
Texas
$708K -$860 -8 -0.1%
MSFS
1500
Main Street Financial Solutions
Pennsylvania
$708K -$42K -391 -6%
58 59
60
61 62