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Name Holding Trade Value Shares
Change
Change in
Stake
LGF
1951
LGT Group Foundation
Liechtenstein
$391K -$118K -292 -24%
VR
1952
Vision Retirement
New Jersey
$391K +$370K +917 New
AA
1953
ACT Advisors
North Carolina
$391K +$7.66K +19 +2%
CF
1954
Clarity Financial
Texas
$389K +$9.28K +23 +3%
CNBOF
1955
City National Bank of Florida
Florida
$389K +$368K +912 New
VCM
1956
Voleon Capital Management
California
$389K -$3.27M -8,105 -90%
EWM
1957
Endowment Wealth Management
Wisconsin
$387K -$4.44K -11 -1%
CCMG
1958
Connecticut Capital Management Group
Connecticut
$386K
AIFAIM
1959
American Institute for Advanced Investment Management
Arizona
$386K -$4.03K -10 -1%
PA
1960
Probity Advisors
Texas
$385K -$19.4K -48 -5%
SIM
1961
SSI Investment Management
California
$385K
I
1962
INVST
Indiana
$385K +$10.9K +27 +3%
WDA
1963
Wendell David Associates
New Hampshire
$385K -$7.26K -18 -2%
HIMC
1964
Heritage Investors Management Corp
Maryland
$384K +$363K +900 New
SWGC
1965
Summit Wealth Group (Colorado)
Colorado
$384K +$40.3K +100 +12%
BDA
1966
Borer Denton & Associates
Pennsylvania
$384K
FOA
1967
Five Oceans Advisors
California
$383K -$1.61K -4 -0.4%
BFO
1968
Biltmore Family Office
North Carolina
$383K +$8.06K +20 +2%
JF
1969
Joule Financial
Kentucky
$382K -$14.9K -37 -4%
LWM
1970
Lighthouse Wealth Management
Ohio
$382K
BIA
1971
Beacon Investment Advisors
Maryland
$379K -$2.82K -7 -0.8%
SSW
1972
Stone Summit Wealth
Florida
$377K -$36.3K -90 -9%
BL
1973
Balentine LLC
Georgia
$377K -$22.6K -56 -6%
NCM
1974
Nelson Capital Management
California
$377K +$357K +885 New
MWM
1975
Maridea Wealth Management
New York
$376K +$117K +291 +49%