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Name Holding Trade Value Shares
Change
Change in
Stake
TCG
401
Transcendent Capital Group
Oklahoma
$252 +$245 +11 New
CPA
402
Clear Point Advisors
New York
$229 +$223 +10 New
RS
403
Rakuten Securities
Japan
$229 +$223 +10 New
BAM
404
Byrne Asset Management
New Jersey
$206 – – –
HCM
405
Hollencrest Capital Management
California
$206 – – –
CAM
406
Creekmur Asset Management
Illinois
$206 +$200 +9 New
BFA
407
BBJS Financial Advisors
Washington
$186 – – –
EWM
408
Evermay Wealth Management
Virginia
$183 – – –
FP
409
Financial Perspectives
Minnesota
$183 – – –
TSWM
410
Tyler-Stone Wealth Management
Ohio
$183 – – –
BBHC
411
Brown Brothers Harriman & Co
New York
$183 +$178 +8 New
RIM
412
Rockbridge Investment Management
New York
$183 +$178 +8 New
AWM
413
Avior Wealth Management
Nebraska
$182 – – –
AFG
414
Albion Financial Group
Utah
$161 – – –
NCM
415
Northwest Capital Management
Oregon
$160 -$178 -8 -53%
BCM
416
Bourgeon Capital Management
Connecticut
$145 – – –
VAMG
417
Voisard Asset Management Group
Michigan
$115 +$111 +5 New
ITIM
418
Indiana Trust & Investment Management
Indiana
$114 – – –
TLCM
419
Twin Lakes Capital Management
California
$114 – – –
EC
420
EdgeRock Capital
Colorado
$108 +$111 +5 New
FCAS
421
First Command Advisory Services
Texas
$91 -$223 -10 -71%
ZB
422
Zions Bancorporation
Utah
$69 – – –
DJSG
423
D.J. St. Germain
Massachusetts
$46 – – –
MSFP
424
Mark Sheptoff Financial Planning
Connecticut
$46 – – –
SWA
425
SOA Wealth Advisors
New York
$46 – – –