AI Insider Trading

Insider Ownership Percentage: 34.00%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $2,463,009.22

C3.ai Insider Trading History Chart

This chart shows the insider buying and selling history at C3.ai by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

C3.ai Share Price & Price History

Current Price: $27.73
Price Change: Price Increase of +0.89 (3.32%)
As of 07/26/2024 01:00 AM ET

This chart shows the closing price history over time for AI up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

C3.ai Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/27/2024Hitesh LathCFOSell3,005$27.56$82,817.807,390View SEC Filing Icon  
12/26/2023Juho ParkkinenCFOSell407$28.80$11,721.60295,815View SEC Filing Icon  
12/20/2023Juho ParkkinenCFOSell685$32.16$22,029.60296,222View SEC Filing Icon  
12/18/2023Edward Y. AbboCTOSell45,548$30.73$1,399,690.04727,373View SEC Filing Icon  
12/18/2023Juho ParkkinenCFOSell5,513$30.56$168,477.28296,907View SEC Filing Icon  
12/11/2023Guy WangerSVPSell9,778$28.05$274,272.908,053View SEC Filing Icon  
7/31/2023Richard C. LevinDirectorSell12,000$42.00$504,000.00161,664View SEC Filing Icon  
7/7/2023Richard C. LevinDirectorSell12,000$42.02$504,240.00173,664View SEC Filing Icon  
6/29/2023Juho ParkkinenCFOSell4,220$36.12$152,426.40314,353View SEC Filing Icon  
6/27/2023Edward Y. AbboCTOSell457,585$32.96$15,082,001.60650,777View SEC Filing Icon  
5/30/2023Stephen M. Ward, JrDirectorSell120,000$42.09$5,050,800.00546,495View SEC Filing Icon  
5/25/2023Richard C. LevinDirectorSell24,000$30.26$726,240.00185,664View SEC Filing Icon  
5/1/2023Juho ParkkinenCFOSell4,438$18.11$80,372.18336,971View SEC Filing Icon  
3/31/2023Richard C. LevinDirectorSell24,000$30.04$720,960.00209,664View SEC Filing Icon  
3/24/2023Juho ParkkinenCFOSell553$25.83$14,283.99341,409View SEC Filing Icon  
3/20/2023Juho ParkkinenCFOSell926$21.71$20,103.46341,962View SEC Filing Icon  
3/16/2023Juho ParkkinenCFOSell4,931$21.42$105,622.02342,888View SEC Filing Icon  
2/6/2023Richard C. LevinDirectorSell24,000$30.03$720,720.00233,664View SEC Filing Icon  
12/27/2022Juho ParkkinenCFOSell558$10.65$5,942.70351,571View SEC Filing Icon  
12/20/2022Juho ParkkinenCFOSell928$11.84$10,987.52352,129View SEC Filing Icon  
11/1/2022Juho ParkkinenCFOSell4,436$13.25$58,777.00353,057View SEC Filing Icon  
9/30/2022Juho ParkkinenCFOSell291$12.29$3,576.39357,493View SEC Filing Icon  
9/27/2022Stephen M. Ward, JrDirectorSell12,500$12.90$161,250.00546,495View SEC Filing Icon  
9/26/2022Juho ParkkinenCFOSell265$13.08$3,466.20357,784View SEC Filing Icon  
9/23/2022Juho ParkkinenCFOSell485$13.00$6,305.00358,049View SEC Filing Icon  
9/22/2022S. Shankar SastryDirectorSell79,142$13.19$1,043,882.9824,640View SEC Filing Icon  
9/20/2022Juho ParkkinenCFOSell441$13.81$6,090.21361,107View SEC Filing Icon  
9/16/2022Juho ParkkinenCFOSell2,378$14.42$34,290.76361,548View SEC Filing Icon  
8/1/2022Juho ParkkinenCFOSell2,120$18.19$38,562.80363,926View SEC Filing Icon  
6/29/2022Juho ParkkinenCFOSell1,174$18.34$21,531.16366,046View SEC Filing Icon  
6/24/2022Edward Y. AbboCTOSell175$19.21$3,361.75212,473View SEC Filing Icon  
6/23/2022Juho ParkkinenCFOSell492$17.97$8,841.24368,263View SEC Filing Icon  
6/21/2022Juho ParkkinenCFOSell429$17.75$7,614.75168,755View SEC Filing Icon  
5/2/2022Juho ParkkinenCFOSell2,085$16.99$35,424.15169,184View SEC Filing Icon  
3/24/2022Juho ParkkinenCFOSell1,930$23.57$45,490.10View SEC Filing Icon  
3/21/2022Juho ParkkinenCFOSell4,253$21.58$91,779.74View SEC Filing Icon  
3/16/2022Juho ParkkinenCFOSell2,548$17.89$45,583.72View SEC Filing Icon  
11/18/2021Edward Y. AbboCTOSell23,138$43.44$1,005,114.72View SEC Filing Icon  
11/12/2021David BarterCFOSell14,844$46.29$687,128.76View SEC Filing Icon  
10/21/2021Edward Y. AbboCTOSell34,707$47.65$1,653,788.55View SEC Filing Icon  
10/15/2021Thomas M. SiebelCEOSell163,600$45.71$7,478,156.00View SEC Filing Icon  
10/13/2021Thomas M. SiebelCEOSell185,800$46.08$8,561,664.00View SEC Filing Icon  
10/12/2021David BarterCFOSell170,333$45.04$7,671,798.32View SEC Filing Icon  
10/11/2021Houman BehzadiInsiderSell30,000$44.63$1,338,900.00View SEC Filing Icon  
10/4/2021Houman BehzadiInsiderSell15,887$43.76$695,215.12View SEC Filing Icon  
9/23/2021Patricia A. HouseDirectorSell46,000$49.50$2,277,000.00View SEC Filing Icon  
9/17/2021Bruce A. ClevelandCMOSell10,000$50.43$504,300.00View SEC Filing Icon  
9/15/2021Thomas M. SiebelCEOSell75,400$49.32$3,718,728.00View SEC Filing Icon  
9/13/2021Thomas M. SiebelCEOSell337,366$49.38$16,659,133.08View SEC Filing Icon  
9/10/2021Houman BehzadiInsiderSell30,000$50.88$1,526,400.00361,608View SEC Filing Icon  
9/10/2021Patricia A. HouseDirectorSell100,000$50.66$5,066,000.0010,292View SEC Filing Icon  
9/1/2021Houman BehzadiInsiderSell15,887$53.56$850,907.72View SEC Filing Icon  
8/19/2021Edward Y. AbboCTOSell34,707$44.96$1,560,426.72View SEC Filing Icon  
8/18/2021Thomas M. SiebelCEOSell126,997$45.98$5,839,322.061,756,390View SEC Filing Icon  
8/16/2021Houman BehzadiInsiderSell15,887$46.96$746,053.52View SEC Filing Icon  
8/16/2021Thomas M. SiebelCEOSell297,633$46.90$13,958,987.70View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for C3.ai (NYSE:AI)

38.96% of C3.ai stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at AI by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

C3.ai Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024Bank of New York Mellon Corp771,540$22.34M0.0%+0.3%0.618%Search for SEC Filing on Google Icon
7/24/2024Unique Wealth Strategies LLC1,023$28K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/23/2024KG&L Capital Management LLC15,948$0.46M0.2%-37.2%0.013%Search for SEC Filing on Google Icon
7/22/2024Focus Financial Network Inc.33,676$1.01M0.0%-9.3%0.027%Search for SEC Filing on Google Icon
7/22/2024Hobbs Group Advisors LLC1,000$29K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/22/2024Carnegie Investment Counsel80,000$2.32M0.1%-21.1%0.064%Search for SEC Filing on Google Icon
7/20/2024Nisa Investment Advisors LLC22,335$0.65M0.0%+10.9%0.018%Search for SEC Filing on Google Icon
7/19/2024Western Wealth Management LLC9,972$0.29M0.0%N/A0.008%Search for SEC Filing on Google Icon
7/19/2024Willner & Heller LLC10,815$0.31M0.3%N/A0.009%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates201,262$5.83M0.0%+11.5%0.161%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.1,028$28K0.0%+148.9%0.001%Search for SEC Filing on Google Icon
7/17/2024180 Wealth Advisors LLC11,723$0.35M0.1%-22.1%0.009%Search for SEC Filing on Google Icon
7/16/2024ORG Partners LLC4,436$0.13M0.0%+3,969.7%0.004%Search for SEC Filing on Google Icon
7/16/2024Great Valley Advisor Group Inc.13,579$0.39M0.0%-6.3%0.011%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC11,545$0.33M0.0%-20.8%0.009%Search for SEC Filing on Google Icon
7/16/2024Friedenthal Financial26,118$0.76M0.5%N/A0.021%Search for SEC Filing on Google Icon
7/16/2024Aspect Partners LLC16,184$0.47M0.3%+1,010.0%0.013%Search for SEC Filing on Google Icon
7/12/2024SG Americas Securities LLC10,913$0.32M0.0%-50.1%0.009%Search for SEC Filing on Google Icon
7/12/2024Optimum Investment Advisors7,568$0.22M0.1%-11.7%0.006%Search for SEC Filing on Google Icon
7/12/2024Opal Wealth Advisors LLC2,000$58K0.0%N/A0.002%Search for SEC Filing on Google Icon
7/10/2024CWM LLC3,939$0.11M0.0%-14.1%0.003%Search for SEC Filing on Google Icon
7/9/2024Kingswood Wealth Advisors LLC9,181$0.27M0.0%-9.8%0.007%Search for SEC Filing on Google Icon
7/9/2024Olistico Wealth LLC2,500$72K0.0%N/A0.002%Search for SEC Filing on Google Icon
6/11/2024EverSource Wealth Advisors LLC31,946$0.87M0.1%+4,860.6%0.026%Search for SEC Filing on Google Icon
5/29/2024Pathway Financial Advisers LLC1,390$38K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC17,177$0.47M0.0%N/A0.014%Search for SEC Filing on Google Icon
5/20/2024Virtu Financial LLC108,720$2.94M0.2%+541.6%0.089%Search for SEC Filing on Google Icon
5/17/2024Montchanin Asset Management LLC10,975$0.30M0.3%N/A0.009%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank1,203$33K0.0%+305.1%0.001%Search for SEC Filing on Google Icon
5/17/2024Jaffetilchin Investment Partners LLC14,625$0.40M0.0%-3.1%0.012%Search for SEC Filing on Google Icon
5/17/2024Tidal Investments LLC45,990$1.25M0.0%-10.7%0.038%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System97,272$2.63M0.0%-3.0%0.080%Search for SEC Filing on Google Icon
5/15/2024Transcendent Capital Group LLC3,075$83K0.0%N/A0.003%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado12,431$0.34M0.0%-6.3%0.010%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD49,882$1.35M0.0%-86.2%0.041%Search for SEC Filing on Google Icon
5/15/2024Magnetar Financial LLC14,315$0.39M0.0%-79.0%0.012%Search for SEC Filing on Google Icon
5/14/2024EP Wealth Advisors LLC10,239$0.28M0.0%+6.2%0.008%Search for SEC Filing on Google Icon
5/10/2024Baker Hughes Holdings LLC1,800,000$48.73M88.4%-25.0%1.475%Search for SEC Filing on Google Icon
5/10/2024Osaic Holdings Inc.386,302$10.46M0.0%-3.9%0.317%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.10,647,900$288.24M0.0%+3.1%8.724%Search for SEC Filing on Google Icon
5/10/2024Chesapeake Capital Corp IL9,562$0.26M0.2%-25.4%0.008%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System22,964$0.62M0.0%+8.6%0.019%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC16,790$0.46M0.0%+8.4%0.014%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank195,200$5.28M0.0%+1.6%0.160%Search for SEC Filing on Google Icon
5/7/2024PFG Advisors9,612$0.26M0.0%+20.6%0.008%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.57,736$1.56M0.0%+76.7%0.047%Search for SEC Filing on Google Icon
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,506$0.20M0.0%-68.6%0.006%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC21,864$0.59M0.0%-85.8%0.018%Search for SEC Filing on Google Icon
5/6/2024Lesa Sroufe & Co10,234$0.28M0.3%+12.4%0.008%Search for SEC Filing on Google Icon
5/3/2024GSA Capital Partners LLP38,984$1.06M0.1%N/A0.032%Search for SEC Filing on Google Icon
5/2/2024Dow Chemical Co. DE296,098$8.02M1.3%-19.6%0.243%Search for SEC Filing on Google Icon
5/2/2024Mutual of America Capital Management LLC89,529$2.42M0.0%+5.4%0.073%Search for SEC Filing on Google Icon
5/2/2024Daiwa Securities Group Inc.2,634$71K0.0%-90.8%0.002%Search for SEC Filing on Google Icon
5/2/2024Fortem Financial Group LLC36,901$1M0.4%+4.2%0.030%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC24,354$0.66M0.0%-7.4%0.020%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.943,733$25.55M0.0%-21.3%0.773%Search for SEC Filing on Google Icon
4/30/2024Private Advisor Group LLC24,180$0.66M0.0%-25.7%0.020%Search for SEC Filing on Google Icon
4/30/2024SpiderRock Advisors LLC26,858$0.78M0.0%N/A0.022%Search for SEC Filing on Google Icon
4/30/2024Arkadios Wealth Advisors23,173$0.63M0.0%+11.7%0.019%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC62,200$1.68M0.0%+19.0%0.051%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.10,703$0.29M0.0%+11.7%0.009%Search for SEC Filing on Google Icon
4/29/2024Benjamin Edwards Inc.22,264$0.60M0.1%-2.4%0.018%Search for SEC Filing on Google Icon
4/26/2024KG&L Capital Management LLC25,385$0.69M0.3%N/A0.021%Search for SEC Filing on Google Icon
4/25/2024Valeo Financial Advisors LLC8,966$0.24M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/24/2024Newbridge Financial Services Group Inc.18,168$0.49M0.2%+6.4%0.015%Search for SEC Filing on Google Icon
4/24/2024Hedges Asset Management LLC8,400$0.23M0.2%-48.5%0.007%Search for SEC Filing on Google Icon
4/24/2024Spire Wealth Management2,998$81K0.0%-71.6%0.002%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.65,166$1.76M0.0%+3.7%0.053%Search for SEC Filing on Google Icon
4/22/2024PFG Investments LLC12,173$0.33M0.0%N/A0.010%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates180,509$4.89M0.0%+0.6%0.148%Search for SEC Filing on Google Icon
4/22/2024Aurora Private Wealth Inc.8,039$0.21M0.2%-14.7%0.007%Search for SEC Filing on Google Icon
4/18/2024SeaCrest Wealth Management LLC9,020$0.24M0.0%-13.8%0.007%Search for SEC Filing on Google Icon
4/16/2024Toth Financial Advisory Corp1,000$27K0.0%+900.0%0.001%Search for SEC Filing on Google Icon
4/16/2024180 Wealth Advisors LLC15,053$0.41M0.1%-16.4%0.012%Search for SEC Filing on Google Icon
4/15/2024Kingswood Wealth Advisors LLC10,176$0.28M0.0%N/A0.008%Search for SEC Filing on Google Icon
4/12/2024Strategic Planning Group LLC43,001$1.16M0.3%+31.4%0.035%Search for SEC Filing on Google Icon
4/12/2024Global Assets Advisory LLC896,676$24.27M0.1%+2,547.8%0.735%Search for SEC Filing on Google Icon
4/11/2024Optimum Investment Advisors8,568$0.23M0.1%+188.7%0.007%Search for SEC Filing on Google Icon
4/10/2024Banque Cantonale Vaudoise12,183$0.33M0.0%+283.5%0.010%Search for SEC Filing on Google Icon
4/10/2024EWG Elevate Inc.9,538$0.26M0.1%+7.5%0.008%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC19,585$0.53M0.0%+60.6%0.016%Search for SEC Filing on Google Icon
3/28/2024Newbridge Financial Services Group Inc.17,072$0.49M0.2%-23.7%0.014%Search for SEC Filing on Google Icon
3/27/2024Nomura Holdings Inc.10,273$0.30M0.0%-75.0%0.008%Search for SEC Filing on Google Icon
3/15/2024B. Riley Wealth Advisors Inc.35,248$1.01M0.0%N/A0.029%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.10,330,132$296.58M0.0%-1.4%8.464%Search for SEC Filing on Google Icon
3/8/2024ICA Group Wealth Management LLC1,000$29K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/28/2024EP Wealth Advisors LLC9,639$0.28M0.0%+7.2%0.008%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC16,946$0.49M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/15/2024Coatue Management LLC2,832,229$81.31M0.3%+25.1%2.363%Search for SEC Filing on Google Icon
2/13/2024Aristides Capital LLC17,900$0.51M0.2%N/A0.015%Search for SEC Filing on Google Icon
2/12/2024Bank of Nova Scotia8,670$0.25M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/12/2024Harvest Investment Services LLC80,450$2.31M1.1%-33.4%0.067%Search for SEC Filing on Google Icon
2/12/2024Focus Financial Network Inc. ADV38,660$1.11M0.0%N/A0.032%Search for SEC Filing on Google Icon
2/12/2024Chesapeake Capital Corp IL12,818$0.37M0.3%N/A0.011%Search for SEC Filing on Google Icon
2/9/2024Advisory Services Network LLC59,606$1.71M0.0%+22.8%0.050%Search for SEC Filing on Google Icon
2/9/2024Oxford Asset Management LLP13,265$0.38M0.7%N/A0.011%Search for SEC Filing on Google Icon
2/9/2024Corient Private Wealth LLC29,452$0.85M0.0%+9.8%0.025%Search for SEC Filing on Google Icon
2/9/2024Norges Bank378,923$10.88M0.0%N/A0.316%Search for SEC Filing on Google Icon
2/8/2024Cowen AND Company LLC50,000$1.44M0.3%N/A0.042%Search for SEC Filing on Google Icon
2/8/2024Level Four Advisory Services LLC14,992$0.43M0.0%+15.5%0.013%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
C3.ai logo
C3.ai, Inc. operates as an enterprise artificial intelligence (AI) software company in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company provides C3 AI platform, an application development and runtime environment that enables customers to design, develop, and deploy enterprise AI applications; C3 AI Ex Machina for analysis-ready data; C3 AI CRM, an industry specific customer relationship management solution; and C3 Generative AI Product Suite that enables to locate, retrieve, and present information. It also offers C3 AI applications, including C3 AI Inventory Optimization, a solution to optimize raw material, in-process, and finished goods inventory levels; C3 AI Supply Network Risk, which identifies emerging inbound and outbound risks across the network; C3 AI Sustainability Suite, which helps to decrease greenhouse gas emission; C3 AI Production Schedule Optimization, a solution for scheduling production; C3 AI Financial Services Suite, which helps to minimize compliance risks; and C3 AI Energy Management solution. In addition, it offers integrated turnkey enterprise AI applications for oil and gas, chemicals, utilities, manufacturing, financial services, defense, intelligence, aerospace, healthcare, and telecommunications market. It has strategic partnerships with Baker Hughes in the areas of oil and gas market; Booz Allen to provide solutions to government, defense, and intelligence sectors; Raytheon; and AWS, Google, and Microsoft. The company was formerly known as C3 IoT, Inc. and changed its name to C3.ai, Inc. in June 2019. C3.ai, Inc. was incorporated in 2009 and is headquartered in Redwood City, California.
Read More on C3.ai

Today's Range

Now: $27.73
Low: $26.95
High: $27.95

50 Day Range

MA: $28.36
Low: $23.93
High: $31.62

52 Week Range

Now: $27.73
Low: $20.23
High: $44.90

Volume

2,758,538 shs

Average Volume

3,296,742 shs

Market Capitalization

$3.46 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.83

Who are the company insiders with the largest holdings of C3.ai?

C3.ai's top insider investors include:
  1. Edward Y Abbo (CTO)
  2. Stephen M Ward Jr (Director)
  3. Juho Parkkinen (CFO)
  4. Richard C Levin (Director)
  5. Shankar Sastry (Director)
  6. Guy Wanger (SVP)
  7. Hitesh Lath (CFO)
Learn More about top insider investors at C3.ai.

Who are the major institutional investors of C3.ai?

C3.ai's top institutional shareholders include:
  1. Bank of New York Mellon Corp — 0.62%
  2. Raymond James & Associates — 0.16%
  3. Carnegie Investment Counsel — 0.06%
  4. Focus Financial Network Inc. — 0.03%
  5. Friedenthal Financial — 0.02%
  6. Nisa Investment Advisors LLC — 0.02%
Learn More about top institutional investors of C3.ai stock.

Which major investors are selling C3.ai stock?

During the previous quarter, AI stock was sold by these institutional investors:
  1. Carnegie Investment Counsel
  2. SG Americas Securities LLC
  3. KG&L Capital Management LLC
  4. Focus Financial Network Inc.
  5. 180 Wealth Advisors LLC
  6. Wealth Enhancement Advisory Services LLC
  7. Optimum Investment Advisors
  8. Kingswood Wealth Advisors LLC
In the previous year, company insiders that have sold C3.ai company stock include:
  1. Edward Y Abbo (CTO)
  2. Stephen M Ward Jr (Director)
  3. Juho Parkkinen (CFO)
  4. Richard C Levin (Director)
  5. Shankar Sastry (Director)
Learn More investors selling C3.ai stock.

Which major investors are buying C3.ai stock?

During the last quarter, AI stock was bought by institutional investors including:
  1. Friedenthal Financial
  2. Raymond James & Associates
  3. Aspect Partners LLC
  4. Willner & Heller LLC
  5. Western Wealth Management LLC
  6. ORG Partners LLC
  7. Olistico Wealth LLC
  8. Nisa Investment Advisors LLC