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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1751
Boltwood Capital Management
California
$551K +$13.3K +33 +3%
AFS
1752
Anderson Financial Strategies
Ohio
$550K
OHWP
1753
Oak Harbor Wealth Partners
North Carolina
$550K -$1.24M -3,073 -70%
NGA
1754
Naples Global Advisors
Florida
$549K +$30.6K +76 +6%
TM
1755
TigerOak Management
New Mexico
$548K -$1.21K -3 -0.2%
TIA
1756
TCFG Investment Advisors
California
$546K
CH
1757
Cromwell Holdings
Wyoming
$546K +$21.4K +53 +4%
FAN
1758
Financial Advisors Network
California
$545K -$403 -1 -0.1%
MBTD
1759
Mechanics Bank - Trust Department
California
$544K +$154K +382 +43%
LA
1760
Lifeworks Advisors
Michigan
$543K -$1.18M -2,936 -70%
BFC
1761
Blue Fin Capital
Rhode Island
$543K +$111K +275 +28%
9C
1762
9823 Capital
Texas
$543K +$514K +1,274 New
EIP
1763
Ellis Investment Partners
Pennsylvania
$542K +$1.21K +3 +0.2%
PFW
1764
Petros Family Wealth
Minnesota
$542K +$16.1K +40 +3%
FAG
1765
Fortitude Advisory Group
Washington
$541K -$14.9K -37 -3%
PK
1766
Pflug Koory
Nebraska
$541K
CMI
1767
Clare Market Investments
Texas
$541K +$512K +1,270 New
UW
1768
Unique Wealth
Florida
$540K -$232K -576 -31%
Members Trust
1769
Members Trust
Florida
$537K +$65.7K +163 +15%
PAM
1770
Palisade Asset Management
Minnesota
$534K
AWC
1771
Abundance Wealth Counselors
Pennsylvania
$534K +$54.4K +135 +12%
MIC
1772
Meridian Investment Counsel
California
$533K -$20.2K -50 -4%
GCM
1773
Gables Capital Management
Florida
$533K
DAM
1774
Deltec Asset Management
New York
$533K +$504K +1,250 New
AIM
1775
Acropolis Investment Management
Missouri
$532K +$16.5K +41 +3%