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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
701
Liberty Capital Management
Michigan
$89K
PA
702
PFG Advisors
Arizona
$89K +$7.82K +1,043 +6%
TLP
703
Trinity Legacy Partners
Texas
$88K -$106K -14,124 -41%
TSS
704
Two Sigma Securities
New York
$88K -$38.2K -5,096 -22%
GI
705
GAMCO Investors
Connecticut
$88K -$8.99K -1,200 -6%
HWA
706
HCR Wealth Advisors
California
$88K -$22 -3 -0%
BA
707
Ballast Advisors
Minnesota
$88K +$202 +27 +0.1%
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K +$32.6K +4,348 +31%
RPWA
709
Regent Peak Wealth Advisors
Georgia
$88K +$137K +18,344 New
VCM
710
Virtue Capital Management
Tennessee
$87K -$148K -19,711 -52%
NP
711
NorthRock Partners
Minnesota
$87K +$16.1K +2,143 +13%
MLFP
712
MPS Loria Financial Planners
Illinois
$86K +$2.09K +279 +2%
KA
713
KLCM Advisors
Wisconsin
$86K +$7.89K +1,053 +6%
BCM
714
Bluefin Capital Management
New York
$85K -$1.74M -231,616 -93%
9WM
715
9258 Wealth Management
Ohio
$85K -$80.2K -10,702 -39%
RCM
716
RB Capital Management
Nevada
$85K +$1.72K +229 +1%
CSIC
717
Clifford Swan Investment Counsel
California
$85K +$25.5K +3,400 +24%
GI
718
Gradient Investments
Minnesota
$85K +$25.8K +3,440 +24%
Vanguard Personalized Indexing Management
719
Vanguard Personalized Indexing Management
California
$85K +$132K +17,624 New
1W
720
1776 Wealth
Georgia
$85K +$133K +17,700 New
GC
721
Gilbert & Cook
Iowa
$84K +$3.31K +441 +3%
MPW
722
MA Private Wealth
California
$84K +$3.75K +500 +3%
AW
723
Alpha Windward
Massachusetts
$84K +$6.84K +913 +6%
JCM
724
Jacobi Capital Management
Pennsylvania
$83K -$110K -14,699 -46%
SVWAG
725
Sound View Wealth Advisors Group
Georgia
$83K -$44.3K -5,910 -26%