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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1401
Ahrens Investment Partners
Louisiana
$607K -$255K -1,494 -37%
EHC
1402
Everett Harris & Co
California
$607K -$51.2K -300 -10%
NIM
1403
NXG Investment Management
Texas
$607K -$20.5K -120 -4%
AL
1404
Aspiriant LLC
California
$607K +$53.8K +315 +14%
BL
1405
BFSG LLC
California
$606K +$440K +2,577 New
LGA
1406
Lebenthal Global Advisors
New York
$605K +$439K +2,574 New
CCM
1407
CWH Capital Management
Washington
$603K – – –
JWM
1408
Jeppson Wealth Management
California
$602K -$87.5K -513 -17%
SWM
1409
Sugarloaf Wealth Management
Georgia
$602K -$6.14K -36 -1%
CT
1410
Chicago Trust
Illinois
$600K +$74.2K +435 +21%
SIM
1411
Sonora Investment Management
Arizona
$598K +$49.1K +288 +13%
KWMG
1412
King Wealth Management Group
Florida
$598K +$116K +681 +37%
TVAMP
1413
Tennessee Valley Asset Management Partners
Tennessee
$598K +$434K +2,544 New
SAM
1414
Summit Asset Management
Tennessee
$593K +$5.12K +30 +1%
OWA
1415
Octavia Wealth Advisors
Ohio
$593K +$431K +2,523 New
VV
1416
Verity & Verity
South Carolina
$592K – – –
WWMSC
1417
Wagner Wealth Management (South Carolina)
South Carolina
$592K +$430K +2,517 New
PCA
1418
Private Capital Advisors
Connecticut
$588K – – –
RF
1419
Rollins Financial
Georgia
$587K +$426K +2,496 New
GA
1420
Geller Advisors
New York
$586K +$89.6K +525 New
ESB
1421
Essex Savings Bank
Connecticut
$584K +$5.12K +30 +1%
AWM
1422
Atticus Wealth Management
Florida
$583K +$39.4K +231 +10%
FF
1423
FourThought Financial
Florida
$583K +$423K +2,481 New
DWM
1424
Destination Wealth Management
California
$581K +$45.6K +267 +12%
BA
1425
Bellwether Advisors
Nebraska
$580K +$421K +2,469 New
55 56
57
58 59