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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1701
CPWM LLC
Washington
$300K -$49.1K -554 -14%
CP
1702
Castleview Partners
Texas
$300K +$55.1K +621 +22%
EFS
1703
Essex Financial Services
Connecticut
$299K +$14.1K +159 +5%
RA
1704
Royce & Associates
New York
$298K – – –
WPC
1705
Waters Parkerson & Co
Louisiana
$298K – – –
AL
1706
Aspiriant LLC
California
$297K -$10.2K -115 -3%
QC
1707
Quent Capital
New York
$297K +$110K +1,237 +56%
SGCA
1708
Steel Grove Capital Advisors
Tennessee
$296K -$3.19K -36 -1%
BDF
1709
Balasa Dinverno & Foltz
$296K +$26.2K +296 +9%
CWP
1710
Curated Wealth Partners
California
$295K +$303K +3,421 New
RHBC
1711
R.H. Bluestein & Co
Michigan
$294K -$213K -2,400 -41%
PFM
1712
Premier Fund Managers
United Kingdom
$292K -$3.06M -34,561 -91%
GB
1713
Goepper Burkhardt
South Carolina
$292K – – –
FWP
1714
Falcon Wealth Planning
California
$292K +$13.6K +153 +5%
AIC
1715
Ayalon Insurance Company
Israel
$292K +$300K +3,388 New
KWM
1716
Keebeck Wealth Management
Illinois
$291K +$35.5K +400 +13%
NWM
1717
Northcape Wealth Management
New York
$291K +$300K +3,379 New
HCP
1718
Hexagon Capital Partners
Arkansas
$290K -$23.7K -267 -7%
CIA
1719
Choate Investment Advisors
Massachusetts
$289K -$88.8K -1,001 -23%
OHWP
1720
Oak Harbor Wealth Partners
North Carolina
$289K – – –
PAIM
1721
Punch & Associates Investment Management
Minnesota
$288K – – –
LA
1722
LVW Advisors
New York
$287K -$66.7K -752 -18%
AWM
1723
Avaii Wealth Management
Wisconsin
$286K -$163K -1,842 -36%
IECM
1724
Intrinsic Edge Capital Management
Illinois
$284K -$4.41M -49,700 -94%
PHAM
1725
Palisades Hudson Asset Management
Florida
$284K +$1.86K +21 +0.6%
67 68
69
70 71