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Name Holding Trade Value Shares
Change
Change in
Stake
YIM
1226
Yoffe Investment Management
Pennsylvania
$641K – – –
CI
1227
Cordant Inc
Oregon
$639K +$378K +10,022 +137%
AA
1228
Alta Advisers
United Kingdom
$639K -$242K -6,400 -27%
PIA
1229
Perennial Investment Advisors
California
$638K +$53K +1,403 +9%
BP
1230
BWM Planning
Texas
$638K +$2.27K +60 +0.3%
HIC
1231
Harvey Investment Company
Kentucky
$637K -$9.89K -262 -1%
IP
1232
Ignite Planners
California
$636K +$177K +4,679 +52%
HFBOT
1233
Home Federal Bank of Tennessee
Tennessee
$636K – – –
OWA
1234
Opal Wealth Advisors
New York
$633K -$15K -396 -2%
Level Four Advisory Services
1235
Level Four Advisory Services
Texas
$632K +$41.4K +1,096 +7%
FWM
1236
Finer Wealth Management
Massachusetts
$627K +$44.1K +1,169 +7%
LJAC
1237
L.J. Altfest & Co
New York
$627K -$1.54M -40,836 -71%
Confluence Wealth Services
1238
Confluence Wealth Services
Pennsylvania
$626K +$64.6K +1,712 +11%
TLCM
1239
Twin Lakes Capital Management
California
$626K – – –
PFG
1240
Putney Financial Group
California
$625K +$640K +16,938 New
PWP
1241
Principle Wealth Partners
Connecticut
$625K +$104K +2,750 +19%
CCC
1242
Compass Capital Corp
Massachusetts
$624K – – –
CG
1243
CFO4Life Group
Texas
$622K +$17K +451 +3%
MCM
1244
Mengis Capital Management
Oregon
$620K +$385K +10,208 +155%
MCA
1245
Martin Capital Advisors
Texas
$620K – – –
EW
1246
Enzi Wealth
Texas
$620K – – –
A
1247
AlphaQuest
New York
$618K -$11.9K -316 -2%
ALAM
1248
Asahi Life Asset Management
Japan
$614K +$628K +16,640 New
Fulton Bank
1249
Fulton Bank
Pennsylvania
$612K +$28.1K +745 +5%
Ashton Thomas Private Wealth
1250
Ashton Thomas Private Wealth
Arizona
$612K +$267K +7,068 +74%