Name Holding Trade Value Shares
Change
Change in
Stake
LIG
1926
Lokken Investment Group
Delaware
$303K – – –
PIM
1927
Progressive Investment Management
Oregon
$303K – – –
BFA
1928
Bill Few Associates
Pennsylvania
$303K +$9.31K +69 +3%
FM
1929
Family Management
New York
$303K +$23.5K +174 +9%
HFA
1930
High Falls Advisors
New York
$303K +$290K +2,148 New
AWP
1931
Abacus Wealth Partners
California
$302K +$1.89K +14 +0.7%
KIG
1932
Kowal Investment Group
Wisconsin
$302K +$41.4K +307 +17%
VCP
1933
Vista Capital Partners
Oregon
$301K +$287K +2,130 New
B
1934
Bridgeworth
Alabama
$299K – – –
PIN
1935
Prudent Investors Network
California
$299K – – –
FCA
1936
FinTrust Capital Advisors
South Carolina
$299K +$80.2K +594 +34%
AWM
1937
AllSquare Wealth Management
New York
$298K – – –
IAG
1938
Investment Advisory Group
Massachusetts
$298K +$67.1K +497 +31%
SCFS
1939
S.C. Financial Services
Arizona
$298K +$72.1K +534 +34%
HFP
1940
Holistic Financial Partners
Indiana
$297K – – –
EWA
1941
Encompass Wealth Advisors
Oregon
$297K +$810 +6 +0.3%
TFA
1942
Triad Financial Advisors
North Carolina
$297K +$3.91K +29 +1%
WAL
1943
W Advisors LLC
Tennessee
$297K +$284K +2,102 New
I2I
1944
Insight 2811 Inc
Illinois
$297K +$284K +2,104 New
MHR
1945
Matthew Hamilton Rosenberg
$296K +$16.6K +123 +6%
PWA
1946
Phoenix Wealth Advisors
North Carolina
$296K +$283K +2,095 New
MTWM
1947
Masso Torrence Wealth Management
New Jersey
$294K +$405 +3 +0.1%
PGAM
1948
Princeton Global Asset Management
New Jersey
$294K +$810 +6 +0.3%
NFG
1949
Nadler Financial Group
Illinois
$293K -$810 -6 -0.3%
EWP
1950
Engrave Wealth Partners
Texas
$293K – – –