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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1801
North Capital
Utah
$517K +$9.28K +23 +2%
AIM
1802
Anchor Investment Management
South Carolina
$516K +$58.1K +144 +13%
SSWM
1803
Sheets Smith Wealth Management
North Carolina
$513K -$403 -1 -0.1%
HA
1804
Hamel Associates
New Jersey
$513K +$14.1K +35 +3%
RIS
1805
Retirement Income Solutions
Michigan
$511K – – –
CWP
1806
Core Wealth Partners
California
$511K – – –
III
1807
Independent Investors Inc
New York
$511K – – –
MRI
1808
Mad River Investors
Massachusetts
$511K – – –
PAM
1809
Paradigm Asset Management
New York
$511K +$121K +300 +33%
CPCM
1810
Cardinal Point Capital Management
Ontario, Canada
$509K +$171K +425 +55%
KFI
1811
Key Financial Inc
Pennsylvania
$508K -$38.7K -96 -7%
SIC
1812
Shoker Investment Counsel
Ohio
$507K -$18.1K -45 -4%
HWM
1813
HFR Wealth Management
New York
$507K -$37.9K -94 -7%
LAS
1814
LWM Advisory Services
Florida
$505K +$4.44K +11 +0.9%
ISFAN
1815
Investor's Fiduciary Advisor Network
Washington
$504K +$138K +341 +40%
GG
1816
Greenwood Gearhart
Arkansas
$504K +$171K +424 +56%
AI
1817
Accredited Investors
Minnesota
$503K -$52K -129 -10%
FF
1818
Formulate Financial
Florida
$501K -$465K -1,152 -49%
LC
1819
Lincoln Capital
Nebraska
$501K +$5.24K +13 +1%
SSWM
1820
Strait & Sound Wealth Management
California
$500K – – –
KCM
1821
Kanawha Capital Management
Virginia
$498K +$76.2K +189 +19%
JFG
1822
Juno Financial Group
Virginia
$496K +$2.82K +7 +0.6%
SIA
1823
Strategic Investment Advisors
Michigan
$495K +$236K +586 +102%
VWA
1824
VSM Wealth Advisory
Maryland
$495K – – –
VP
1825
Verum Partners
North Carolina
$492K -$7.26K -18 -2%