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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1526
Aspiriant LLC
California
$600K – – –
SWM
1527
Stockman Wealth Management
Montana
$600K +$43.8K +186 +9%
FWP
1528
Falcon Wealth Planning
California
$599K +$55.8K +237 +11%
SAM
1529
Summit Asset Management
Tennessee
$598K -$49.4K -210 -8%
SHGA
1530
Sand Hill Global Advisors
California
$597K -$496K -2,106 -48%
FMP
1531
Financial Management Professionals
Texas
$596K +$67.8K +288 +14%
RC
1532
Rinet Company
Massachusetts
$596K +$542K +2,304 New
PWS
1533
Paragon Wealth Strategies
Florida
$594K -$247K -1,050 -31%
CHA
1534
Cooper/Haims Advisors
New York
$594K -$111K -471 -17%
ACP
1535
Aviance Capital Partners
Florida
$594K +$36.7K +156 +7%
CC
1536
Cadinha & Co
Hawaii
$593K -$16.9K -72 -3%
BMO
1537
Beck Mack & Oliver
New York
$593K +$540K +2,295 New
RPCA
1538
Running Point Capital Advisors
California
$592K +$39.5K +168 +8%
MG
1539
Mather Group
Illinois
$592K +$326K +1,383 +152%
LCM
1540
LCM Capital Management
Illinois
$591K +$538K +2,286 New
BFA
1541
Bragg Financial Advisors
North Carolina
$585K – – –
REMPR
1542
Roof Eidam Maycock Peralta (REMP)
California
$585K – – –
CIA
1543
Cohen Investment Advisors
New Hampshire
$584K – – –
PPP
1544
Private Portfolio Partners
New Jersey
$584K -$23.3K -99 -4%
SFM
1545
Signet Financial Management
New Jersey
$583K +$28.2K +120 +6%
RIM
1546
Rockbridge Investment Management
New York
$582K -$7.06K -30 -1%
SPIO
1547
Seven Post Investment Office
California
$582K – – –
TF
1548
TimeScale Financial
Massachusetts
$582K – – –
EWM
1549
EPG Wealth Management
Georgia
$581K +$77.7K +330 +17%
LGWM
1550
Litman Gregory Wealth Management
California
$580K +$162K +687 +44%
60 61
62
63 64