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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1901
Baldwin Wealth Partners
Massachusetts
$516K -$35.7K -391 -6%
FPB
1902
First PREMIER Bank
South Dakota
$515K -$39.4K -432 -7%
OP
1903
Oslo Pensjonsforsikring
$514K – – –
FA
1904
Forefront Analytics
Pennsylvania
$514K +$56.8K +622 +12%
TC
1905
TownSquare Capital
Utah
$511K -$84.3K -924 -14%
CFA
1906
Churchill Financial Advisors
Kentucky
$510K -$207K -2,266 -29%
FMTC
1907
Farmers & Merchants Trust Company
California
$508K +$11K +120 +2%
3IP
1908
3Chopt Investment Partners
Virginia
$508K -$32.1K -352 -6%
AHL
1909
Abel Hall LLC
Louisiana
$508K +$511K +5,597 New
OC
1910
Oarsman Capital
Wisconsin
$508K -$85.2K -933 -14%
CRIG
1911
Charter Research & Investment Group
Connecticut
$507K -$50.7K -555 -9%
FFA
1912
Fragasso Financial Advisors
Pennsylvania
$507K +$15.2K +166 +3%
PIA
1913
Perennial Investment Advisors
California
$507K +$213K +2,333 +72%
CYG
1914
Clean Yield Group
Vermont
$507K -$25.3K -277 -5%
KCIA
1915
Kingsbury Capital Investment Advisors
Illinois
$505K -$106K -1,161 -17%
KWM
1916
KMT Wealth Management
California
$505K +$508K +5,569 New
HIS
1917
Harvest Investment Services
Illinois
$504K +$18.5K +203 +4%
WA
1918
Wealth Architects
California
$503K -$38.2K -418 -7%
T
1919
TOBAM
France
$502K +$505K +5,531 New
EA
1920
Emerald Advisors
Washington
$499K +$502K +5,502 New
LWM
1921
Liberty Wealth Management
California
$499K – – –
JTWM
1922
Jackson Thornton Wealth Management
Alabama
$499K +$502K +5,499 New
OAM
1923
Occidental Asset Management
California
$498K -$74.9K -821 -13%
BL
1924
Balentine LLC
Georgia
$498K -$126K -1,377 -20%
KJWM
1925
Kiley Juergens Wealth Management
Washington
$498K -$22.6K -248 -4%