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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1951
Good Life Advisors
Pennsylvania
$249K +$251K +1,021 New
FA
1952
Fermata Advisors
California
$248K +$250K +1,018 New
UH
1953
Unigestion Holding
Switzerland
$246K -$2.01M -8,186 -89%
RG
1954
Renaissance Group
Kentucky
$245K -$55.4K -225 -18%
PIM
1955
Progressive Investment Management
Oregon
$245K – – –
PAIM
1956
Punch & Associates Investment Management
Minnesota
$244K -$10.8K -44 -4%
HC
1957
Hourglass Capital
Texas
$244K – – –
TLCM
1958
Twin Lakes Capital Management
California
$244K – – –
FGAM
1959
Financial Gravity Asset Management
Texas
$244K +$10.8K +44 New
LWMM
1960
Legacy Wealth Management (Mississippi)
Mississippi
$244K +$24.6K +100 +11%
EIG
1961
Ellenbecker Investment Group
Wisconsin
$243K -$6.15K -25 -2%
MNG
1962
Manning & Napier Group
New York
$243K – – –
CFSG
1963
Community Financial Services Group
Vermont
$243K +$245K +995 New
AG
1964
AlphaSimPlex Group
Massachusetts
$242K – – –
AF
1965
Aldebaran Financial
$242K +$738 +3 +0.3%
TIA
1966
Tandem Investment Advisors
South Carolina
$242K +$25.3K +103 +12%
XS
1967
XR Securities
Illinois
$242K +$244K +992 New
AWP
1968
Abacus Wealth Partners
California
$241K +$10.3K +42 +4%
WCA
1969
Westover Capital Advisors
Delaware
$241K -$146K -594 -38%
CNB
1970
Camden National Bank
Maine
$241K -$52.4K -213 -18%
CWA
1971
Clarity Wealth Advisors
California
$240K +$3.69K +15 +2%
CAWM
1972
Capital Advisors Wealth Management
Washington
$240K +$18.7K +76 +8%
RCG
1973
Rock Creek Group
District of Columbia
$240K +$28.3K +115 +13%
GCM
1974
Gables Capital Management
Florida
$239K -$22.1K -90 -8%
CWC
1975
Carolinas Wealth Consulting
North Carolina
$238K -$145K -589 -38%