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Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
1901
American Money Management
California
$578K +$3.95K +18 +0.6%
OIA
1902
Optimum Investment Advisors
Illinois
$577K -$119K -540 -15%
BWM
1903
BerganKDV Wealth Management
Minnesota
$575K -$29.4K -134 -4%
IRAG
1904
Investment Research & Advisory Group
Georgia
$575K – – –
HR
1905
Hayden Royal
North Carolina
$575K +$98.8K +450 +17%
VC
1906
Voit & Company
Wisconsin
$574K -$16.7K -76 -2%
CT
1907
Columbia Trust
Oregon
$573K +$77.3K +352 +13%
FM
1908
Foster & Motley
Ohio
$570K -$75.7K -345 -10%
EA
1909
Emerald Advisers
Pennsylvania
$567K +$238K +1,083 +55%
AA
1910
Argent Advisors
Louisiana
$567K +$238K +1,085 +56%
NF
1911
Nikulski Financial
Iowa
$567K +$666K +3,035 New
FBB
1912
Fulton Breakefield Broenniman
Maryland
$566K -$30.7K -140 -4%
PA
1913
Probity Advisors
Texas
$565K +$39.7K +181 +6%
AW
1914
Alpha Windward
Massachusetts
$564K -$461K -2,098 -41%
WC
1915
Westhampton Capital
North Carolina
$563K – – –
APG
1916
Abacus Planning Group
South Carolina
$563K +$55.5K +253 +9%
WCM
1917
Weld Capital Management
New York
$563K +$663K +3,018 New
TIA
1918
Tandem Investment Advisors
South Carolina
$562K -$148K -675 -18%
LC
1919
Lindbrook Capital
California
$562K -$22.8K -104 -3%
PL
1920
Plancorp LLC
Missouri
$558K -$10.3K -47 -2%
HWM
1921
Holloway Wealth Management
Florida
$556K – – –
PFO
1922
Pathstone Family Office
New Jersey
$556K +$107K +488 +20%
GWS
1923
Glassman Wealth Services
Virginia
$555K +$68.9K +314 +12%
TCPWM
1924
Traverso Chambers Private Wealth Management
California
$554K – – –
IDBONY
1925
Israel Discount Bank of New York
New York
$552K +$81K +369 +14%
75 76
77
78 79