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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1151
Colorado Capital Management
Colorado
$1.52M -$63.8K -366 -5%
DWM
1152
Darwin Wealth Management
Florida
$1.52M -$535K -3,068 -27%
AL
1153
Aspiriant LLC
California
$1.52M +$557K +3,191 +77%
PA
1154
Paragon Advisors
Texas
$1.51M +$808K +4,633 +173%
MW
1155
Marcum Wealth
Ohio
$1.51M -$85.7K -491 -6%
HWP
1156
Highline Wealth Partners
California
$1.5M – – –
BFS
1157
Bard Financial Services
Connecticut
$1.5M -$279K -1,600 -18%
NAS
1158
Nicolet Advisory Services
Wisconsin
$1.5M +$384K +2,204 +37%
DIA
1159
Dana Investment Advisors
Wisconsin
$1.5M -$524K -3,003 -29%
DCM
1160
Dudley Capital Management
Virginia
$1.49M – – –
WIA
1161
World Investment Advisors
California
$1.49M +$571K +3,276 +84%
FIM
1162
Fernwood Investment Management
Massachusetts
$1.48M -$34.9K -200 -3%
CAI
1163
Capital Advisors Inc
Oklahoma
$1.48M +$163K +935 +15%
WE
1164
Wealth Effects
Massachusetts
$1.48M +$41.3K +237 +3%
ACM
1165
Avalon Capital Management
California
$1.48M – – –
BCM
1166
Brainard Capital Management
Texas
$1.48M – – –
ECA
1167
Elevated Capital Advisors
Utah
$1.48M -$38.2K -219 -3%
ORAM
1168
One River Asset Management
Connecticut
$1.48M -$13.6M -77,707 -91%
AA
1169
Alta Advisers
United Kingdom
$1.47M – – –
CA
1170
Continuum Advisory
Idaho
$1.47M +$205K +1,175 +4%
RPC
1171
Rossmore Private Capital
Connecticut
$1.47M -$11.5K -66 -0.9%
VFPW
1172
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.47M -$79.5K -456 -6%
SFS
1173
Strategic Financial Services
New York
$1.47M – – –
PCP
1174
Proficio Capital Partners
Massachusetts
$1.47M +$10.1K +58 +0.8%
PAM
1175
Private Asset Management
California
$1.46M +$81.6K +468 +7%
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