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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1376
Pacific Wealth Management
California
$501K +$92.4K +149 +24%
CCFM
1377
Clear Creek Financial Management
Washington
$498K +$23.6K +38 +5%
FFA
1378
Fortune Financial Advisors
Kansas
$497K
MAG
1379
M3 Advisory Group
Massachusetts
$496K +$70.1K +113 +18%
KGC
1380
Kennon-Green & Company
Ohio
$496K +$16.1K +26 +4%
GCP
1381
Gill Capital Partners
Colorado
$495K
SP
1382
Symmetry Partners
Connecticut
$494K -$120K -194 -21%
EAM
1383
Empirical Asset Management
Massachusetts
$494K +$3.95M +6,373 New
TCM
1384
Telos Capital Management
California
$493K -$46.5K -75 -9%
AF
1385
Arrow Financial
New York
$493K
DWM
1386
Drive Wealth Management
Utah
$493K +$15.5K +25 +3%
TWA
1387
TCI Wealth Advisors
Arizona
$487K +$4.34K +7 +1%
MAG
1388
MRA Advisory Group
New Jersey
$484K -$34.7K -56 -7%
VAM
1389
Verity Asset Management
North Carolina
$483K -$10.5K -17 -2%
OL
1390
OneFund LLC
Florida
$482K +$8.06K +13 +2%
JAFL
1391
Jay A. Fishman Ltd
Michigan
$481K
RCAG
1392
Rehmann Capital Advisory Group
Michigan
$481K +$50.2K +81 +12%
KWS
1393
Keystone Wealth Services
California
$479K
SEA
1394
Stegent Equity Advisors
Texas
$479K
CPC
1395
Congress Park Capital
New York
$478K -$76.3K -123 -14%
BIA
1396
Bigelow Investment Advisors
Maine
$477K -$1.24K -2 -0.3%
JBA
1397
Johnson Bixby & Associates
Washington
$476K
WA
1398
WP Advisors
California
$475K +$620 +1 +0.1%
BWP
1399
Bernardo Wealth Planning
Pennsylvania
$475K +$1.86K +3 +0.4%
KIA
1400
KCM Investment Advisors
California
$470K