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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1001
Pure Financial Advisors
California
$879K +$127K +365 +17%
First Manhattan
1002
First Manhattan
New York
$878K -$160K -460 -16%
AAIM
1003
Asset Advisors Investment Management
Georgia
$876K – – –
PCM
1004
Parsons Capital Management
Rhode Island
$869K +$156K +450 +23%
NAMM
1005
NorthStar Asset Management (Massachusetts)
Massachusetts
$863K -$917K -2,641 -52%
CMF
1006
Counterpoint Mutual Funds
California
$863K +$841K +2,423 New
WF
1007
Womack Financial
Texas
$863K -$2.08K -6 -0.2%
QFW
1008
QTR Family Wealth
Florida
$855K +$26.7K +77 +3%
FCA
1009
FLC Capital Advisors
California
$854K – – –
BCPWM
1010
Bradley & Co Private Wealth Management
Florida
$854K – – –
WPP
1011
Whalerock Point Partners
Rhode Island
$854K – – –
FLI
1012
Family Legacy Inc
South Carolina
$853K -$36.1K -104 -4%
UAG
1013
United Advisor Group
Ohio
$839K -$136K -391 -14%
AU
1014
AlphaGrep UK
$837K -$644K -1,855 -44%
G
1015
GenTrust
Florida
$837K +$123K +353 +18%
MFA
1016
Mayflower Financial Advisors
Massachusetts
$827K +$264K +761 +49%
BMCM
1017
Burns Matteson Capital Management
New York
$827K -$50K -144 -6%
Twin Tree Management
1018
Twin Tree Management
Texas
$825K +$804K +2,317 New
FMWA
1019
Forvis Mazars Wealth Advisors
Missouri
$821K +$3.47K +10 +0.4%
DAS
1020
Dynamic Advisor Solutions
Arizona
$820K +$6.25K +18 +0.8%
I
1021
IMPACTfolio
Colorado
$819K – – –
IA
1022
Inspire Advisors
Idaho
$819K -$10.1K -29 -1%
AG
1023
Ascent Group
Virginia
$814K +$298K +858 +60%
OWA
1024
Opal Wealth Advisors
New York
$814K -$22.6K -65 -3%
OC
1025
Opal Capital
Florida
$810K +$548K +1,580 +228%