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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
2126
Congress Park Capital
New York
$491K – – –
CFA
2127
CWS Financial Advisors
Michigan
$491K +$30.9K +516 +7%
LWANC
2128
Laurel Wealth Advisors (North Carolina)
North Carolina
$490K -$74.2K -1,240 -13%
HPIA
2129
Hamilton Point Investment Advisors
North Carolina
$488K +$5.98K +100 +1%
CIC
2130
Chase Investment Counsel
Virginia
$488K +$488K +8,159 New
FC
2131
Forte Capital
New York
$488K +$491K +8,203 New
SC
2132
Searle & Co
Connecticut
$483K -$23.9K -400 -5%
DACG
2133
Donor Advised Charitable Giving
California
$483K – – –
CCIA
2134
Campbell & Co Investment Adviser
Maryland
$483K +$483K +8,079 New
AAM
2135
AMI Asset Management
California
$479K – – –
AFA
2136
American Financial Advisors
Georgia
$479K +$17.9K +299 +3%
SWMG
2137
Strategic Wealth Management Group
Maryland
$478K -$1.91K -32 -0.4%
DLG
2138
Daniel L. Goodwin
$478K – – –
BIA
2139
BHK Investment Advisors
Alabama
$477K -$16K -267 -3%
BCWM
2140
Blue Chip Wealth Management
Florida
$477K +$538 +9 +0.1%
CRWM
2141
Castle Rock Wealth Management
California
$477K +$251K +4,205 +76%
TW
2142
Towerpoint Wealth
California
$476K -$266K -4,448 -8%
LBD
2143
Landsberg Bennett & Dubbaneh
Florida
$474K +$2.99K +50 +0.6%
FI
2144
Fosun International
China
$474K +$200K +3,351 +68%
SFM
2145
Systematic Financial Management
New Jersey
$473K – – –
APW
2146
Austin Private Wealth
Texas
$471K +$25.5K +426 +6%
CW
2147
CreativeOne Wealth
Kansas
$471K +$33.6K +562 +8%
TL
2148
TrueWealth LLC
Georgia
$470K -$2.09K -35 -0.4%
GAM
2149
Gould Asset Management
California
$468K -$12K -200 -2%
AA
2150
Altman Advisors
Illinois
$467K – – –