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Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
1901
Mountain Pacific Investment Advisers
Idaho
$651K -$7.04K -124 -1%
ACM
1902
Ashford Capital Management
Delaware
$650K
OHIS
1903
Oak Harvest Investment Services
Texas
$650K -$55.3K -973 -8%
SWA
1904
SFMG Wealth Advisors
Texas
$649K -$165K -2,910 -21%
GWM
1905
Gray Wealth Management
Maine
$648K -$64.4K -1,133 -9%
WFG
1906
Wills Financial Group
Virginia
$648K -$60.5K -1,066 -9%
VAM
1907
Verity Asset Management
North Carolina
$647K +$20.6K +363 +3%
OCM
1908
Orser Capital Management
Texas
$646K
NEWAS
1909
N.E.W. Advisory Services
Wisconsin
$646K -$10.7K -188 -2%
CFA
1910
CWS Financial Advisors
Michigan
$643K +$1.42K +25 +0.2%
JWCA
1911
J.W. Coons Advisors
Ohio
$642K
LOIP
1912
Live Oak Investment Partners
Texas
$642K
HCM
1913
Hutchinson Capital Management
California
$642K -$2.56K -45 -0.4%
AWM
1914
Angeles Wealth Management
California
$641K +$72.2K +1,271 +13%
CIM
1915
CIM Investment Management
Pennsylvania
$641K
EFG
1916
Everhart Financial Group
Ohio
$641K -$188K -3,311 -24%
AFG
1917
Atomi Financial Group
New York
$640K +$617K +10,857 New
AWA
1918
Aletheian Wealth Advisors
Washington
$640K -$4.26K -75 -0.7%
NPF
1919
Norris Perne & French
Michigan
$639K +$1.7K +30 +0.3%
ERWM
1920
Elk River Wealth Management
Colorado
$639K +$9.66K +170 +2%
LSA
1921
L & S Advisors
California
$638K -$22K -387 -3%
JWWM
1922
Johnson & White Wealth Management
Pennsylvania
$638K +$36.9K +650 +6%
ZF
1923
Zhang Financial
Michigan
$638K -$40.6K -715 -6%
MGWA
1924
Monument Group Wealth Advisors
Massachusetts
$637K +$614K +10,811 New
PIM
1925
Plato Investment Management
Australia
$635K +$612K +10,769 New