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Name Holding Trade Value Shares
Change
Change in
Stake
LHEI
1751
Leo H. Evart Inc
California
$808K +$770K +2,295 New
ACP
1752
Aveo Capital Partners
Colorado
$806K -$232K -693 -23%
RIM
1753
Rockbridge Investment Management
New York
$806K +$12.1K +36 +2%
ESCM
1754
Echo Street Capital Management
New York
$806K +$768K +2,289 New
PGWM
1755
Pitti Group Wealth Management
New York
$805K +$767K +2,286 New
REMPR
1756
Roof Eidam Maycock Peralta (REMP)
California
$798K
CIA
1757
Cohen Investment Advisors
New Hampshire
$798K +$2.01K +6 +0.3%
AMM
1758
American Money Management
California
$798K +$10.1K +30 +1%
BFIC
1759
Bedell Frazier Investment Counselling
California
$798K +$30.2K +90 +4%
ITIM
1760
Indiana Trust & Investment Management
Indiana
$798K +$65.4K +195 +9%
EWA
1761
Evolution Wealth Advisors
Florida
$797K -$79.5K -237 -9%
PRS
1762
Pinkerton Retirement Specialists
Idaho
$797K +$16.1K +48 +2%
BHWM
1763
Beaird Harris Wealth Management
Texas
$797K +$759K +2,262 New
IAG
1764
Investment Advisory Group
Massachusetts
$797K +$886K +2,643 New
SIAG
1765
Safeguard Investment Advisory Group
California
$796K +$188K +561 +33%
IAG
1766
Investmark Advisory Group
Connecticut
$794K +$757K +2,256 New
SPIO
1767
Seven Post Investment Office
California
$793K
OC
1768
Oakworth Capital
Alabama
$793K +$9.06K +27 +1%
BMC
1769
Beaton Management Company
Massachusetts
$790K -$25.2K -75 -3%
OWP
1770
Obermeyer Wealth Partners
Colorado
$789K -$812K -2,421 -52%
RDWM
1771
Red Door Wealth Management
Tennessee
$788K -$137K -408 -15%
Luther King Capital Management (LKCM)
1772
Luther King Capital Management (LKCM)
Texas
$788K +$122K +363 +19%
IFA
1773
Index Fund Advisors
California
$788K +$751K +2,238 New
TC
1774
Trilogy Capital
California
$786K +$52.3K +156 +8%
LGWM
1775
Litman Gregory Wealth Management
California
$785K -$5.03K -15 -0.7%