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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1926
Nadler Financial Group
Illinois
$373K +$1.34K +5 +0.4%
B
1927
Barings
North Carolina
$371K -$131K -490 -26%
HP
1928
Hyperion Partners
Pennsylvania
$371K +$379K +1,414 New
FFA
1929
Founders Financial Alliance
North Carolina
$371K -$76.7K -286 -17%
LBA
1930
Lowell Blake & Associates
Massachusetts
$371K +$57.4K +214 +18%
CFA
1931
CWS Financial Advisors
Michigan
$370K -$15.8K -59 -4%
TPWA
1932
TRUE Private Wealth Advisors
Oregon
$370K +$21.4K +80 +6%
TA
1933
TFB Advisors
Kansas
$368K +$376K +1,402 New
AA
1934
Alta Advisers
United Kingdom
$368K – – –
SFS
1935
Summit Financial Strategies
Ohio
$368K – – –
TC
1936
Titleist Capital
Texas
$367K -$49.1K -183 -12%
SC
1937
Stephens Consulting
Michigan
$365K – – –
WTA
1938
Washington Trust Advisors
Massachusetts
$365K +$1.88K +7 +0.5%
LC
1939
Lindbrook Capital
California
$364K -$140K -524 -27%
VC
1940
Veracity Capital
Georgia
$364K -$1.88K -7 -0.5%
KPWG
1941
KFA Private Wealth Group
Virginia
$364K +$28.1K +105 +8%
AWM
1942
Aspire Wealth Management
Massachusetts
$363K -$10.7K -40 -3%
KI
1943
Kula Investments
Illinois
$363K +$370K +1,382 New
MFWP
1944
Mosaic Family Wealth Partners
Missouri
$363K +$370K +1,381 New
OAM
1945
Oberweis Asset Management
Illinois
$363K +$268 +1 +0.1%
SAM
1946
Simplify Asset Management
Nevada
$361K +$32.2K +120 +10%
GG
1947
GenWealth Group
New Jersey
$361K – – –
AT
1948
American Trust
Kentucky
$361K +$109K +407 +42%
CANY
1949
Caxton Associates (New York)
New York
$361K +$368K +1,373 New
ZIG
1950
Zullo Investment Group
Pennsylvania
$360K +$1.61K +6 +0.4%