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Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
1926
Bourne Lent Asset Management
New York
$612K
LC
1927
Lindbrook Capital
California
$612K +$16.8K +309 +3%
ESCM
1928
Echo Street Capital Management
New York
$612K +$138K +2,549 +29%
FIM
1929
Fruth Investment Management
Texas
$611K
RFG
1930
Range Financial Group
Oregon
$608K +$12.3K +226 +2%
NQWM
1931
Northwest Quadrant Wealth Management
Oregon
$606K +$1.35K +25 +0.2%
EM
1932
ELCO Management
New York
$606K +$54.2K +1,000 +10%
OA
1933
Oxbow Advisors
Texas
$605K
FAN
1934
Financial Advisors Network
California
$604K +$58.5K +1,080 +10%
GCA
1935
Gradient Capital Advisors
California
$604K +$86.8K +1,602 +16%
AAIM
1936
Asset Advisors Investment Management
Georgia
$602K
BWP
1937
Baldwin Wealth Partners
Massachusetts
$601K
MC
1938
McMorgan & Co
California
$600K +$610K +11,257 New
BW
1939
Bison Wealth
Georgia
$599K -$31.9K -588 -5%
BOS
1940
Bingham Osborn & Scarborough
California
$597K -$10.1K -187 -2%
ORI
1941
Oak Ridge Investments
Illinois
$597K
CAMG
1942
CWA Asset Management Group
Florida
$597K +$22.9K +422 +4%
CA
1943
Claro Advisors
Massachusetts
$595K -$17.3K -320 -3%
EBA
1944
Eagle Bay Advisors
New York
$594K +$157K +2,892 +35%
ZF
1945
Zhang Financial
Michigan
$592K +$106K +1,948 +21%
STA
1946
Summit Trail Advisors
New York
$591K +$21.1K +389 +4%
SAM
1947
SignalPoint Asset Management
Missouri
$590K -$30.9K -570 -5%
CCM
1948
Crew Capital Management
Ohio
$589K +$5.42K +100 +0.9%
BIC
1949
Beach Investment Counsel
Pennsylvania
$586K
JHCP
1950
Jackson Hole Capital Partners
Oklahoma
$586K +$21.3K +392 +4%