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Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1926
Courage Miller Partners
Virginia
$265K – – –
CL
1927
CSS LLC
Illinois
$264K +$142K +400 +98%
FFIC
1928
First Fiduciary Investment Counsel
Ohio
$264K +$287K +810 New
MGWM
1929
Marks Group Wealth Management
Minnesota
$264K +$287K +811 New
BCA
1930
Bay Colony Advisors
Massachusetts
$263K -$464K -1,312 -61%
BFC
1931
Bedel Financial Consulting
Indiana
$263K +$7.79K +22 +3%
FFG
1932
Fortem Financial Group
California
$262K – – –
PSF
1933
Pacific Sun Financial
California
$262K +$284K +803 New
GKWIM
1934
Gerber Kawasaki Wealth & Investment Management
California
$261K -$15.2K -43 -5%
PTB
1935
Pioneer Trust Bank
Oregon
$261K – – –
SWMG
1936
Signature Wealth Management Group
Georgia
$261K – – –
SFWC
1937
Strategic Family Wealth Counselors
New Jersey
$261K – – –
CLCM
1938
Crawford Lake Capital Management
New Jersey
$261K +$283K +800 New
CA
1939
Crewe Advisors
Utah
$260K – – –
GC
1940
Grace Capital
Massachusetts
$260K +$3.54K +10 +1%
WIA
1941
World Investment Advisors
California
$259K -$66.6K -188 -19%
SP
1942
Symmetry Partners
Connecticut
$258K -$106K -300 -27%
RWM
1943
Reston Wealth Management
Virginia
$258K -$23K -65 -8%
APW
1944
Acima Private Wealth
Virginia
$257K – – –
LF
1945
Lee Financial
Texas
$256K -$145K -409 -34%
CCM
1946
Colorado Capital Management
Colorado
$256K -$54.5K -154 -16%
DCM
1947
Dimension Capital Management
Florida
$256K -$10.3K -29 -4%
ML
1948
McAdam LLC
Pennsylvania
$254K -$15.6K -44 -5%
PCP
1949
Proficio Capital Partners
Massachusetts
$254K -$12.7K -36 -4%
LS
1950
Leelyn Smith
Illinois
$253K +$274K +775 New