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Name Holding Trade Value Shares
Change
Change in
Stake
WBCM
1926
Wilson & Boucher Capital Management
California
$661K +$297 +6 +0%
ZF
1927
Zhang Financial
Michigan
$661K +$58.3K +1,177 +10%
TCM
1928
Triumph Capital Management
Colorado
$661K +$661K +13,341 New
HA
1929
Herold Advisors
New York
$660K +$226K +4,559 +52%
BMCM
1930
Burns Matteson Capital Management
New York
$659K +$49.5K +999 +8%
FAFN
1931
First Affirmative Financial Network
Colorado
$658K -$7.14K -144 -1%
SFS
1932
Stiles Financial Services
Minnesota
$656K +$42.8K +863 +7%
NA
1933
Navellier & Associates
Nevada
$655K -$44.6K -900 -6%
DHGWA
1934
Dixon Hughes Goodman Wealth Advisors
North Carolina
$655K +$320K +6,447 +95%
CFS
1935
CRA Financial Services
New Jersey
$654K
RIA
1936
Richwood Investment Advisors
Ohio
$654K +$110K +2,220 +20%
CRC
1937
Curi RMB Capital
Illinois
$651K +$1.49K +30 +0.2%
LCS
1938
Levin Capital Strategies
New York
$649K
AWM
1939
Adams Wealth Management
Utah
$648K -$73.2K -1,477 -10%
AA
1940
Aire Advisors
California
$647K +$159K +3,208 +33%
WPP
1941
Whalerock Point Partners
Rhode Island
$646K
WAAG
1942
Wealth Alliance Advisory Group
Kansas
$646K -$97.2K -1,962 -13%
SCFS
1943
S.C. Financial Services
Arizona
$646K +$3.67K +74 +0.6%
BAS
1944
Brown Advisory Securities
Maryland
$646K +$116K +2,333 +22%
PCG
1945
Private Capital Group
Connecticut
$645K -$20.6K -415 -3%
FSG
1946
Financial Strategies Group
Michigan
$643K +$92.5K +1,867 +17%
AIIMS
1947
Analyst IMS Investment Management Services
Israel
$642K -$29.7K -600 -4%
WWM
1948
Windsor Wealth Management
Indiana
$642K +$22.9K +463 +4%
AIM
1949
Alhambra Investment Management
Florida
$639K +$36.9K +745 +6%
XT
1950
XTX Topco
Cayman Islands
$638K -$162K -3,275 -20%