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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1926
West Michigan Advisors
Michigan
$976K -$213K -844 -20%
DIP
1927
DT Investment Partners
Pennsylvania
$974K – – –
LWP
1928
LMG Wealth Partners
Louisiana
$974K – – –
GKWIM
1929
Gerber Kawasaki Wealth & Investment Management
California
$974K -$1.58M -6,257 -64%
CICI
1930
Capital Investment Counsel Inc
North Carolina
$973K -$14.4K -57 -2%
BWP
1931
BSW Wealth Partners
Colorado
$973K -$9.57K -38 -1%
FF
1932
Francis Financial
$969K +$12.1K +48 +1%
TC
1933
Tannin Capital
North Carolina
$968K -$504 -2 -0.1%
XWM
1934
Xcel Wealth Management
Florida
$967K +$211K +838 +32%
R
1935
Rebalance
California
$966K – – –
EFG
1936
Embree Financial Group
Illinois
$964K +$44.8K +178 +5%
FM
1937
Family Management
New York
$964K +$41.3K +164 +5%
AFA
1938
AA Financial Advisors
Ohio
$962K +$170K +673 +24%
CP
1939
Creekside Partners
California
$960K +$1.01K +4 +0.1%
BOCM
1940
Bontempo Ohly Capital Management
Maryland
$960K -$81.9K -325 -9%
FSA
1941
Financial Sense Advisors
California
$958K +$3.53K +14 +0.4%
IP
1942
Investment Partners
Ohio
$958K -$5.29K -21 -0.6%
WC
1943
Weil Company
California
$958K +$19.1K +76 +2%
LAIC
1944
Lederer & Associates Investment Counsel
California
$958K +$220K +873 +34%
MCM
1945
Mill Capital Management
North Carolina
$958K – – –
WFA
1946
Wellspring Financial Advisors
Ohio
$956K -$9.07K -36 -1%
FPCP
1947
Fort Point Capital Partners
California
$955K -$252 -1 -0%
SFC
1948
Strategic Financial Concepts
Texas
$953K -$85.4K -339 -9%
GPWM
1949
Grant Private Wealth Management
California
$952K +$111K +439 +15%
T
1950
Tableaux
Massachusetts
$951K -$181K -719 -18%