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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1776
Wolff Wiese Magana
California
$402K +$48.6K +920 +14%
CPC
1777
Congress Park Capital
New York
$400K – – –
AWA
1778
Aaron Wealth Advisors
Illinois
$399K +$3.27K +62 +0.8%
TC
1779
Trust Company
Kansas
$398K +$173K +3,275 +80%
MPW
1780
Monterey Private Wealth
California
$395K -$32.5K -616 -8%
VHAM
1781
Van Hulzen Asset Management
California
$394K -$433K -8,203 -53%
BFS
1782
Bickling Financial Services
Massachusetts
$393K +$25.9K +490 +7%
PIMG
1783
Patriot Investment Management Group
Tennessee
$393K +$385K +7,279 New
PA
1784
Perennial Advisors
New York
$392K +$45.9K +869 +14%
CFFP
1785
Center for Financial Planning
Michigan
$391K +$48K +909 +14%
CTA
1786
Chesley Taft & Associates
Illinois
$391K +$98K +1,855 +35%
FRM
1787
Fox Run Management
Connecticut
$391K +$382K +7,222 New
SOW
1788
State of Wyoming
Wyoming
$391K +$382K +7,225 New
CAG
1789
Compass Advisory Group
New York
$391K +$2.78M +52,644 +16%
AA
1790
Altman Advisors
Illinois
$390K – – –
FSA
1791
Fort Sheridan Advisors
Illinois
$386K +$87.4K +1,654 +30%
MIA
1792
MainStreet Investment Advisors
Illinois
$385K -$125K -2,366 -25%
RPWA
1793
Regent Peak Wealth Advisors
Georgia
$385K +$7.13K +135 +2%
SICM
1794
Sustainable Insight Capital Management
New York
$384K -$89.8K -1,700 -19%
GAM
1795
Grandview Asset Management
Pennsylvania
$384K – – –
FNWM
1796
Financial Network Wealth Management
Utah
$383K – – –
SGK
1797
Steigerwald Gordon & Koch
Virginia
$383K +$2.43K +46 +0.7%
AAM
1798
Autus Asset Management
Arizona
$382K -$88.5K -1,675 -19%
FFN
1799
Focus Financial Network
Minnesota
$382K +$51.2K +969 +16%
GAM
1800
Gould Asset Management
California
$380K -$6.6K -125 -2%