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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1926
Orion Capital Management
California
$675K -$13.3K -42 -2%
BHIA
1927
Birch Hill Investment Advisors
Massachusetts
$674K -$31.7K -100 -5%
PTFIS
1928
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$674K +$653K +2,058 New
IAG
1929
Investment Advisory Group
Massachusetts
$672K -$1.59K -5 -0.2%
AR
1930
Apeiron RIA
Texas
$672K -$32K -101 -5%
PK
1931
Pflug Koory
Nebraska
$671K
RAM
1932
Redmond Asset Management
Virginia
$670K -$36.2K -114 -5%
FFA
1933
Founders Financial Alliance
North Carolina
$669K +$160K +504 +33%
GGS
1934
Galvin Gaustad & Stein
Arizona
$668K
NFTC
1935
North Forty Two & Co
Oregon
$667K
KA
1936
Klingman & Associates
New York
$663K +$31.4K +99 +5%
NWM
1937
Navigoe Wealth Management
California
$663K
AWM
1938
Angeles Wealth Management
California
$663K +$325K +1,026 +103%
WAM
1939
Wakefield Asset Management
Colorado
$663K +$20.9K +66 +3%
BFS
1940
Burkett Financial Services
South Carolina
$662K +$317 +1 +0%
CFS
1941
Cannon Financial Strategists
Georgia
$662K
CWA
1942
Centennial Wealth Advisory
Michigan
$661K +$3.81K +12 +0.6%
PCM
1943
Polymer Capital Management
New York
$661K +$57.1K +180 +10%
AC
1944
Apella Capital
Connecticut
$660K +$61.2K +193 +11%
3F
1945
360 Financial
Minnesota
$660K +$3.81K +12 +0.6%
CICI
1946
Capital Investment Counsel Inc
North Carolina
$659K -$12.1K -38 -2%
GB
1947
Goepper Burkhardt
South Carolina
$659K
CFS
1948
CRA Financial Services
New Jersey
$659K -$40.6K -128 -6%
BCG
1949
Breakwater Capital Group
New Jersey
$658K +$32K +101 +5%
7WCP
1950
71 West Capital Partners
Massachusetts
$657K +$636K +2,006 New