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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1901
Cambria Investment Management
California
$757K +$93.4K +262 +14%
AF
1902
ASL Financial
California
$756K
CW
1903
Code Waechter
Florida
$755K -$53.5K -150 -7%
CCAM
1904
Cascades Capital Asset Management
North Carolina
$755K
GC
1905
Garde Capital
Washington
$754K +$4.63K +13 +0.6%
SIS
1906
Sound Income Strategies
Florida
$754K -$194K -545 -20%
RWMG
1907
Redwood Wealth Management Group
New Jersey
$753K -$2.5K -7 -0.3%
FFA
1908
Founders Financial Alliance
North Carolina
$749K +$30.3K +85 +4%
JGUA
1909
John G. Ullman & Associates
New York
$748K -$2.38M -6,675 -76%
KWS
1910
Keystone Wealth Services
California
$747K -$18.5K -52 -2%
MCWA
1911
Meadow Creek Wealth Advisors
Georgia
$747K +$98K +275 +15%
UB
1912
Umpqua Bank
Oregon
$745K -$8.2K -23 -1%
BEC
1913
Blue Edge Capital
Virginia
$744K +$1.43K +4 +0.2%
AWP
1914
Abacus Wealth Partners
California
$743K +$48.5K +136 +7%
CW
1915
Channel Wealth
California
$743K -$4.99K -14 -0.7%
DAC
1916
Dutch Asset Corp
New York
$743K +$753K +2,111 New
AA
1917
Alta Advisers
United Kingdom
$742K
ST
1918
Sageworth Trust
Pennsylvania
$742K +$752K +2,110 New
Members Trust
1919
Members Trust
Florida
$742K -$43.5K -122 -5%
NA
1920
Nautilus Advisors
California
$741K -$11.4K -32 -1%
HAG
1921
HF Advisory Group
Maryland
$741K -$54.2K -152 -7%
CWA
1922
Centennial Wealth Advisory
Michigan
$739K +$28.9K +81 +4%
ECM
1923
EagleClaw Capital Management
Massachusetts
$739K -$8.91K -25 -1%
PWA
1924
Pitcairn Wealth Advisors
Pennsylvania
$738K
KA
1925
Klingman & Associates
New York
$738K +$25.3K +71 +4%