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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1926
Oak Asset Management
California
$256K -$70.4K -220 -22%
SHFA
1927
SC&H Financial Advisors
Maryland
$254K -$19.8K -62 -8%
KA
1928
Klingman & Associates
New York
$253K +$241K +752 New
KWA
1929
KCS Wealth Advisory
California
$253K -$4.48K -14 -2%
PGIM
1930
Pacific Global Investment Management
California
$250K -$24.6K -77 -9%
ZIG
1931
Zullo Investment Group
Pennsylvania
$250K
WCWM
1932
Willow Creek Wealth Management
California
$250K
WWP
1933
WR Wealth Planners
Missouri
$248K +$3.52K +11 +2%
AGC
1934
Aspen Grove Capital
Colorado
$248K +$236K +738 New
RZH
1935
Relyea Zuckerberg Hanson
Connecticut
$248K +$236K +738 New
CMI
1936
Clare Market Investments
Texas
$248K -$28.8K -90 -11%
CA
1937
Calton & Associates
Florida
$248K -$311K -972 -57%
CIP
1938
Convergence Investment Partners
Florida
$247K -$2.88K -9 -1%
GCA
1939
Gradient Capital Advisors
California
$247K
VDI
1940
Vaughan David Investments
Illinois
$247K +$235K +735 New
AWM
1941
Aries Wealth Management
Maine
$246K -$4.8K -15 -2%
TIA
1942
Tiemann Investment Advisors
California
$246K +$15.4K +48 +7%
LP
1943
LGL Partners
Pennsylvania
$245K -$389K -1,215 -63%
SAM
1944
Secure Asset Management
Michigan
$245K -$22.1K -69 -9%
FFG
1945
Ford Financial Group
California
$245K
MPPLM
1946
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K +$233K +727 New
SG
1947
Stonnington Group
California
$244K -$162K -508 -41%
PPP
1948
Private Portfolio Partners
New Jersey
$243K +$231K +722 New
FFA
1949
Farther Finance Advisors
California
$243K +$231K +721 New
GHAM
1950
Gilman Hill Asset Management
Connecticut
$242K -$76.1K -238 -25%