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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1926
Beacon Capital Management LLC (Tennessee)
Tennessee
$851K -$39.5K -78 -5%
Farther Finance Advisors
1927
Farther Finance Advisors
California
$850K +$84K +166 +12%
OC
1928
Oakworth Capital
Alabama
$848K -$6.58K -13 -0.8%
GFP
1929
Guardian Financial Partners
California
$847K +$16.7K +33 +2%
AWA
1930
Aaron Wealth Advisors
Illinois
$846K +$68.3K +135 +9%
CAP
1931
Columbia Advisory Partners
Washington
$846K +$6.07K +12 +0.8%
LIM
1932
Lathrop Investment Management
Arkansas
$845K -$10.6K -21 -1%
AWAG
1933
ARS Wealth Advisors Group
Florida
$845K -$5.06K -10 -0.6%
GIP
1934
Greatmark Investment Partners
Georgia
$845K – – –
RIA
1935
Richwood Investment Advisors
Ohio
$845K +$7.59K +15 +1%
TPW
1936
Transatlantique Private Wealth
New York
$843K -$50.6K -100 -6%
AW
1937
Alaethes Wealth
Nevada
$843K – – –
WFA
1938
Wellspring Financial Advisors
Ohio
$839K +$54.1K +107 +7%
SIAG
1939
Signet Investment Advisory Group
Rhode Island
$839K -$37.9K -75 -5%
WA
1940
WP Advisors
California
$838K +$1.52K +3 +0.2%
WA
1941
WESPAC Advisors
California
$837K +$19.2K +38 +3%
BWM
1942
Biltmore Wealth Management
Arizona
$837K +$42K +83 +6%
HFS
1943
HBC Financial Services
Washington
$835K -$63.2K -125 -8%
SWM
1944
Silverlake Wealth Management
Vermont
$833K -$6.07K -12 -0.8%
1W
1945
1776 Wealth
Georgia
$831K +$116K +230 +18%
ALAM
1946
Asahi Life Asset Management
Japan
$831K +$245K +485 +46%
MCM
1947
Morton Capital Management
California
$830K – – –
CRI
1948
Colonial River Investments
Virginia
$829K -$267K -528 -26%
CHP
1949
Cable Hill Partners
Oregon
$827K -$19.7K -39 -2%
FCA
1950
FinTrust Capital Advisors
South Carolina
$825K – – –