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Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
1751
Oak Harvest Investment Services
Texas
$801K -$2.47M -39,731 -75%
AIC
1752
Archer Investment Corporation
Indiana
$800K +$154K +2,470 +23%
AL
1753
Aspiriant LLC
California
$800K -$8.34K -134 -1%
WFG
1754
Wills Financial Group
Virginia
$797K -$6.53K -105 -0.8%
GEA
1755
Glen Eagle Advisors
New Jersey
$797K -$28.1K -451 -3%
TIA
1756
Traphagen Investment Advisors
New Jersey
$796K +$121K +1,944 +17%
WC
1757
Whitney & Co
New York
$795K
NI
1758
NFC Investments
Tennessee
$793K
MIP
1759
Marietta Investment Partners
Wisconsin
$792K
BHPW
1760
Beverly Hills Private Wealth
California
$791K +$397K +6,378 +96%
PCMM
1761
Piedmont Capital Management (Montana)
Montana
$791K -$116K -1,863 -12%
HRC
1762
Hoertkorn Richard Charles
$791K
MCM
1763
McMillion Capital Management
North Carolina
$789K -$11.7K -188 -1%
WFI
1764
West Family Investments
California
$788K +$814K +13,092 New
TCOO
1765
Trust Company of Oklahoma
Oklahoma
$788K -$13.3K -213 -2%
FAM
1766
Formidable Asset Management
Ohio
$786K
FNBTCON
1767
First National Bank & Trust Co of Newtown
Pennsylvania
$782K +$27.3K +439 +4%
RFA
1768
Register Financial Advisors
Georgia
$781K +$214K +3,438 +36%
MCCA
1769
Mill Creek Capital Advisors
Pennsylvania
$781K +$379K +6,099 +89%
WAC
1770
William Allan Corp
Colorado
$780K -$3.42K -55 -0.4%
PFM
1771
Premier Fund Managers
United Kingdom
$780K
GFP
1772
Gryphon Financial Partners
Ohio
$780K +$17.8K +286 +2%
SWK
1773
Stephen W. Kidder
$780K -$6.22K -100 -0.8%
AFP
1774
Ausdal Financial Partners
Iowa
$780K +$2.99K +48 +0.4%
SLT
1775
St Louis Trust
Missouri
$779K