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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1726
Fairfield Financial Advisors
Massachusetts
$1M +$86.6K +680 +9%
LJAC
1727
L.J. Altfest & Co
New York
$1M -$158K -1,237 -13%
JGIA
1728
Jackson Grant Investment Advisers
Connecticut
$1M -$37.6K -295 -4%
SSCM
1729
Spectrum Strategic Capital Management
Oregon
$1,000K +$1.02M +7,981 New
BI
1730
Bolthouse Investments
California
$999K +$66.9K +525 +7%
EI
1731
Ellevest Inc
New York
$999K -$87.1K -684 -8%
London & Capital Asset Management
1732
London & Capital Asset Management
United Kingdom
$998K +$1.01M +7,962 New
KCM
1733
KRS Capital Management
Michigan
$996K -$637 -5 -0.1%
HFAS
1734
Hummer Financial Advisory Services
Illinois
$995K – – –
71 West Capital Partners
1735
71 West Capital Partners
Massachusetts
$993K +$1.01M +7,929 New
LRPA
1736
L. Roy Papp & Associates
Arizona
$993K – – –
AFG
1737
ABLE Financial Group
Arizona
$992K -$17.5K -137 -2%
CT
1738
Colonial Trust
South Carolina
$991K -$122K -957 -11%
PAM
1739
Paradigm Asset Management
New York
$990K -$76.4K -600 -7%
RCM
1740
RMR Capital Management
California
$990K – – –
PPWP
1741
Premier Path Wealth Partners
New Jersey
$989K -$76.9K -604 -7%
SWMG
1742
Sanchez Wealth Management Group
Florida
$987K +$127 +1 +0%
BFA
1743
Brendel Financial Advisors
New Hampshire
$985K +$5.99K +47 +0.6%
TFIPS
1744
Towarzystwo Funduszy Inwestycyjnych PZU SA
$984K +$17.2K +135 +2%
TSMHT
1745
Thurston Springer Miller Herd & Titak
Indiana
$982K +$590K +4,633 +144%
SWM
1746
Segment Wealth Management
Texas
$981K +$136K +1,070 +16%
CIM
1747
Cambria Investment Management
California
$977K +$327K +2,569 +49%
Signature Estate & Investment Advisors
1748
Signature Estate & Investment Advisors
California
$971K +$50.8K +399 +5%
NCM
1749
Northside Capital Management
Oregon
$970K – – –
AR
1750
Advisory Research
Illinois
$970K -$148K -1,159 -13%