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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1901
Towerpoint Wealth
California
$901K +$45.5K +168 +5%
IWS
1902
Insight Wealth Strategies
California
$899K +$14.4K +53 +2%
DIA
1903
Davidson Investment Advisors
Montana
$893K – – –
CC
1904
Centiva Capital
New York
$889K -$344K -1,271 -28%
NJBEST
1905
New Jersey Better Educational Savings Trust
New Jersey
$889K – – –
NCM
1906
Noesis Capital Mangement
Florida
$888K – – –
PTB
1907
Pioneer Trust Bank
Oregon
$887K – – –
CFA
1908
CWS Financial Advisors
Michigan
$884K – – –
CI
1909
Cavalier Investments
Georgia
$883K -$505K -1,864 -37%
AIS
1910
American Investment Services
Massachusetts
$883K -$2.17K -8 -0.3%
PIA
1911
Pinion Investment Advisors
Kansas
$883K – – –
SCA
1912
STALEY CAPITAL ADVISERS
Pennsylvania
$881K -$7.43M -27,446 -90%
GBBWRPM
1913
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$880K +$19.8K +73 +2%
GSBTD
1914
Glenview State Bank Trust Department
Illinois
$880K +$88.6K +327 +12%
MFT
1915
Moisand Fitzgerald Tamayo
Florida
$877K – – –
SL
1916
Stevard LLC
Illinois
$877K +$314K +1,160 +58%
WA
1917
Wambolt & Associates
Colorado
$875K -$6.77K -25 -0.8%
TFM
1918
TFC Financial Management
Massachusetts
$873K +$852K +3,144 New
PL
1919
Plancorp LLC
Missouri
$871K +$3.25K +12 +0.4%
SPI
1920
Santori & Peters Inc
Pennsylvania
$870K -$49.6K -183 -6%
CFS
1921
Cannon Financial Strategists
Georgia
$869K – – –
VC
1922
Voit & Company
Wisconsin
$863K +$4.61K +17 +0.5%
SWA
1923
Stratos Wealth Advisors
Ohio
$861K -$45.8K -169 -5%
5L
1924
55I LLC
Massachusetts
$860K +$409K +1,511 +95%
SHWM
1925
Smith & Howard Wealth Management
Georgia
$859K -$9.21K -34 -1%