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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1251
Beaumont Financial Advisors
Massachusetts
$282K +$282K +1,722 New
FTUS
1252
Flow Traders U.S.
New York
$281K +$281K +1,715 New
AL
1253
Aspiriant LLC
California
$280K -$118K -719 -30%
CAW
1254
Cornerstone Advisors (Washington)
Washington
$279K -$3.11K -19 -1%
AIM
1255
Aspen Investment Management
Michigan
$276K
BFG
1256
Barber Financial Group
Kansas
$275K +$30.8K +188 +13%
CFA
1257
Cahill Financial Advisors
Minnesota
$271K +$819 +5 +0.3%
CIC
1258
Crawford Investment Counsel
Georgia
$270K +$269K +1,643 New
PAG
1259
Private Advisory Group
Washington
$269K -$59.6K -364 -18%
BFEC
1260
Benjamin F. Edwards & Company
Missouri
$269K +$43.1K +263 +19%
BWM
1261
Bernicke Wealth Management
Wisconsin
$267K +$266K +1,627 New
CAAS
1262
Capital Asset Advisory Services
Michigan
$264K -$1.64K -10 -0.6%
AW
1263
Alpha Windward
Massachusetts
$263K -$16.1K -98 -6%
IIM
1264
Intact Investment Management
Quebec, Canada
$262K -$115K -700 -30%
AAM
1265
Aureus Asset Management
Massachusetts
$262K
SMH
1266
Sanders Morris Harris
Texas
$262K
TWA
1267
TCI Wealth Advisors
Arizona
$260K
FHA
1268
First Horizon Advisors
Tennessee
$258K -$118K -720 -32%
GS
1269
Girard Securities
California
$258K +$4.59K +28 +2%
DA
1270
DSC Advisors
Illinois
$257K -$18.8K -115 -7%
BFO
1271
Boston Family Office
Massachusetts
$254K
RMCM
1272
Reynders McVeigh Capital Management
Massachusetts
$254K +$14.2K +87 +6%
CC
1273
Courier Capital
New York
$252K -$3.77K -23 -1%
AFS
1274
Access Financial Services
Minnesota
$249K
FIMG
1275
Financial & Investment Management Group
Michigan
$249K