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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1026
Family Management
New York
$317K +$32.4K +169 +10%
PFA
1027
Pure Financial Advisors
California
$317K +$38.7K +202 +12%
SCM
1028
Stevens Capital Management
Pennsylvania
$317K -$38.5K -201 -10%
GWP
1029
Gen-Wealth Partners
Michigan
$315K +$18.8K +98 +6%
WS
1030
Wilian Securities
Minnesota
$314K +$20.9K +109 +6%
ICP
1031
Impact Capital Partners
Colorado
$311K +$52.3K +273 +17%
DCM
1032
DGS Capital Management
New Jersey
$311K -$41.2K -215 -10%
FFA
1033
Fragasso Financial Advisors
Pennsylvania
$308K -$165K -862 -32%
GI
1034
GAMCO Investors
Connecticut
$306K +$575 +3 +0.2%
BOH
1035
Bank of Hawaii
Hawaii
$304K – – –
Dodge & Cox
1036
Dodge & Cox
California
$304K – – –
GLR
1037
Great Lakes Retirement
Ohio
$304K -$590K -3,078 -63%
OWA
1038
Outlook Wealth Advisors
Texas
$304K -$959 -5 -0.3%
KWM
1039
Kaydan Wealth Management
Michigan
$304K -$575 -3 -0.2%
TP
1040
TritonPoint Partners
Maryland
$304K +$69K +360 +25%
USCWA
1041
U.S. Capital Wealth Advisors
Texas
$302K +$79.9K +417 +30%
DF
1042
Define Financial
California
$302K +$767 +4 +0.2%
QWP
1043
Quotient Wealth Partners
Texas
$302K +$15.5K +81 +5%
TFA
1044
Transamerica Financial Advisors
Florida
$301K +$52.1K +272 +18%
PNAA
1045
Pictet North America Advisors
Switzerland
$301K – – –
IBOK
1046
Independence Bank of Kentucky
Kentucky
$299K – – –
SAM
1047
S.A. Mason
Michigan
$297K +$9.59K +50 +3%
DWM
1048
Drive Wealth Management
Utah
$296K -$5.56K -29 -2%
CT
1049
Caldwell Trust
Florida
$295K – – –
WHCI
1050
W.H. Cornerstone Investments
Massachusetts
$293K +$383 +2 +0.1%