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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2451
Gemmer Asset Management
California
$684K +$55.3K +347 +9%
HA
2452
Harbor Advisors
Florida
$684K – – –
AA
2453
AF Advisors
California
$684K – – –
HAS
2454
HBW Advisory Services
California
$682K +$22.6K +142 +3%
FWM
2455
FMB Wealth Management
California
$679K -$957 -6 -0.1%
ARG
2456
Advisory Resource Group
Oklahoma
$679K -$21.7K -136 -3%
AFT
2457
Alpha Family Trust
California
$677K – – –
CCM
2458
Carderock Capital Management
Maryland
$674K – – –
LWM
2459
LongView Wealth Management
Georgia
$673K -$113K -709 -14%
JLBC
2460
J.L. Bainbridge & Co
Florida
$673K -$27.4K -172 -4%
WAG
2461
Winthrop Advisory Group
Massachusetts
$673K +$50.4K +316 +8%
RA
2462
Ruggaard & Associates
Ohio
$673K +$319 +2 +0%
SNB
2463
Security National Bank
Nebraska
$671K – – –
FC
2464
Fusion Capital
South Carolina
$670K -$148K -927 -18%
CFA
2465
CWS Financial Advisors
Michigan
$670K -$203K -1,271 -23%
MCM
2466
McRae Capital Management
New Jersey
$668K – – –
EI
2467
Ellevest Inc
New York
$668K +$681K +4,270 New
GJIA
2468
Glass Jacobson Investment Advisors
Maryland
$668K +$478 +3 +0.1%
TFIPS
2469
Towarzystwo Funduszy Inwestycyjnych PZU SA
$667K – – –
JFA
2470
JNBA Financial Advisors
Minnesota
$666K – – –
KFA
2471
Kapstone Financial Advisors
Ohio
$666K -$6.7K -42 -1%
FFO
2472
Fiduciary Family Office
Florida
$665K -$4.62K -29 -0.7%
SPI
2473
Sutton Place Investors
New York
$665K -$1.95M -12,255 -74%
PWA
2474
Phoenix Wealth Advisors
North Carolina
$664K +$413K +2,590 +157%
NRW
2475
Nova R Wealth
Kansas
$664K +$5.1K +32 +0.8%
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