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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1701
Weatherly Asset Management
California
$980K – – –
KFS
1702
Keynote Financial Services
Connecticut
$980K +$18.3K +75 +2%
1IA
1703
1620 Investment Advisors
Massachusetts
$979K -$343K -1,401 -26%
NFA
1704
Northwest Financial Advisors
Virginia
$977K +$88.3K +361 +10%
RI
1705
Rinkey Investments
California
$976K -$3.67K -15 -0.4%
AFWM
1706
AMJ Financial Wealth Management
Virginia
$974K -$20.8K -85 -2%
FCM
1707
Firestone Capital Management
Florida
$973K -$24.5K -100 -2%
BWM
1708
Blossom Wealth Management
California
$973K -$77.1K -315 -7%
NB
1709
Nicolet Bankshares
Wisconsin
$971K -$58.5K -239 -6%
RIM
1710
Reliant Investment Management
Tennessee
$970K – – –
FB
1711
First Bancorp
Maine
$968K -$21.8K -89 -2%
Miracle Mile Advisors
1712
Miracle Mile Advisors
California
$967K +$38.9K +159 +4%
CSB
1713
City State Bank
Iowa
$967K -$27.6K -113 -3%
SC
1714
Stephens Consulting
Michigan
$965K +$13.2K +54 +1%
MSG
1715
Main Street Group
Virginia
$959K – – –
BCP
1716
Blue Chip Partners
Michigan
$959K +$17.1K +70 +2%
LI
1717
Lafayette Investments
Maryland
$958K +$61.2K +250 +7%
WRPWM
1718
Werba Rubin Papier Wealth Management
California
$957K -$4.4K -18 -0.5%
IA
1719
Inspire Advisors
Idaho
$956K +$452K +1,846 +92%
JB Capital
1720
JB Capital
Connecticut
$954K +$40.8K +167 +5%
MWM
1721
Manske Wealth Management
Texas
$952K -$26.9K -110 -3%
KPWG
1722
KFA Private Wealth Group
Virginia
$951K +$323K +1,321 +53%
GFA
1723
Gallagher Fiduciary Advisors
Illinois
$949K +$8.81K +36 +1%
CCG
1724
Chatham Capital Group
Georgia
$949K -$83.7K -342 -8%
CAMV
1725
Concord Asset Management (Virginia)
Virginia
$947K +$944K +3,859 New