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Name Holding Trade Value Shares
Change
Change in
Stake
AWF
1951
Alpha Wealth Funds
Utah
$656K
EA
1952
Everpar Advisors
Oklahoma
$656K -$32.7K -103 -5%
CFMC
1953
Curbstone Financial Management Corp
New Hampshire
$656K
RBFC
1954
Roman Butler Fullerton & Co
Missouri
$655K -$13K -41 -2%
BAM
1955
Bosun Asset Management
Illinois
$655K -$31.7K -100 -5%
GCM
1956
Gibraltar Capital Management
Oklahoma
$654K +$634K +1,999 New
CSPIA
1957
Cary Street Partners Investment Advisory
Virginia
$654K +$35.8K +113 +6%
KIG
1958
Kennedy Investment Group
New Jersey
$651K -$3.17K -10 -0.5%
WTB
1959
Washington Trust Bank
Washington
$650K -$18.7K -59 -3%
CFM
1960
Catalyst Funds Management
Australia
$648K +$343K +1,080 +120%
UAML
1961
US Asset Management LLC
Pennsylvania
$648K -$4.12K -13 -0.7%
CF
1962
Convergence Financial
Missouri
$647K -$8.56K -27 -1%
AWP
1963
Abacus Wealth Partners
California
$647K +$627K +1,976 New
NFA
1964
Northern Financial Advisors
Michigan
$642K -$462K -1,457 -43%
LWMM
1965
Legacy Wealth Management (Mississippi)
Mississippi
$639K +$5.08K +16 +0.8%
CA
1966
Cornerstone Advisory
Maryland
$639K -$151K -475 -20%
PFGIA
1967
Patriot Financial Group Insurance Agency
Massachusetts
$638K -$541K -1,706 -47%
KCM
1968
Kanawha Capital Management
Virginia
$638K +$201K +633 +48%
CFS
1969
Commonwealth Financial Services
West Virginia
$637K -$17.4K -55 -3%
HFS
1970
Howard Financial Services
Texas
$634K +$35.5K +112 +6%
CG
1971
CFO4Life Group
Texas
$633K -$1.59K -5 -0.3%
CAM
1972
CPA Asset Management
Florida
$633K -$141K -445 -19%
DDC
1973
DF Dent & Co
Maryland
$633K
CANC
1974
Culbertson A N & Co
Virginia
$632K
BHPW
1975
Beverly Hills Private Wealth
California
$632K -$15.9K -50 -3%