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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
1676
Blue Chip Partners
Michigan
$970K +$28K +90 +3%
HWM
1677
Hemington Wealth Management
Virginia
$969K +$24.3K +78 +3%
LAS
1678
LWM Advisory Services
Florida
$968K +$103K +330 +14%
CMA
1679
Cedar Mountain Advisors
Oregon
$964K -$159K -510 -16%
EIG
1680
Ellenbecker Investment Group
Wisconsin
$962K -$6.54K -21 -0.8%
HFS
1681
Howard Financial Services
Texas
$961K +$3.74K +12 +0.5%
MCM
1682
Maple Capital Management
Vermont
$961K +$45.8K +147 +6%
Aspiriant LLC
1683
Aspiriant LLC
California
$960K -$78.5K -252 -9%
Chicago Capital
1684
Chicago Capital
Illinois
$957K -$23.4K -75 -3%
BSSFA
1685
Baron Silver Stevens Financial Advisors
Florida
$957K +$198K +636 +31%
Boston Financial Management
1686
Boston Financial Management
Massachusetts
$948K -$9.34K -30 -1%
VC
1687
Veracity Capital
Georgia
$947K +$87.8K +282 +12%
AC
1688
Avant Capital
Louisiana
$947K +$549K +1,764 +202%
SA
1689
SRH Advisors
Kansas
$943K – – –
Kayne Anderson Rudnick Investment Management
1690
Kayne Anderson Rudnick Investment Management
California
$939K -$71K -228 -8%
WAS
1691
Winch Advisory Services
Wisconsin
$935K -$97.2K -312 -11%
BWM
1692
Brickley Wealth Management
California
$935K -$5.61K -18 -0.7%
CIC
1693
Cutler Investment Counsel
Oregon
$931K +$807K +2,592 New
IWS
1694
Insight Wealth Strategies
California
$930K +$2.8K +9 +0.3%
DEM
1695
Disciplined Equity Management
Florida
$926K -$18.7K -60 -2%
BDWM
1696
Brewin Dolphin Wealth Management
Ireland
$926K – – –
Luther King Capital Management (LKCM)
1697
Luther King Capital Management (LKCM)
Texas
$926K +$106K +339 +15%
SIS
1698
Sound Income Strategies
Florida
$916K +$53.3K +171 +7%
CC
1699
Cadinha & Co
Hawaii
$915K – – –
EPA
1700
Element Pointe Advisors
Florida
$915K – – –