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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
1951
GHP Investment Advisors
Colorado
$654K +$3.59K +58 +0.6%
MP
1952
McDonald Partners
Ohio
$651K -$20.7K -334 -3%
AC
1953
Apella Capital
Connecticut
$651K +$173K +2,790 +37%
CCM
1954
Cullen Capital Management
New York
$650K – – –
DOA
1955
D'Orazio & Associates
Virginia
$650K +$131K +2,119 +26%
FMP
1956
Financial Management Professionals
Texas
$650K -$28K -453 -4%
V
1957
ViaWealth
Kansas
$650K +$310 +5 +0%
OL
1958
OneFund LLC
Florida
$648K +$10.3K +167 +2%
HWA
1959
HCR Wealth Advisors
California
$646K -$23.4K -378 -4%
OL
1960
Owen LaRue
Kentucky
$646K -$4.27K -69 -0.7%
DI
1961
DAGCO Inc
Ohio
$645K +$743 +12 +0.1%
CWP
1962
Capital Wealth Planning
Florida
$645K -$189M -3,054,488 -100%
SS
1963
Sunbelt Securities
Texas
$644K -$39.4K -637 -6%
AA
1964
Alta Advisers
United Kingdom
$643K +$18.6K +300 +3%
AIC
1965
Archer Investment Corporation
Indiana
$641K +$7.99K +129 +1%
ERWM
1966
Elk River Wealth Management
Colorado
$640K – – –
SPWM
1967
Schrum Private Wealth Management
Florida
$639K -$26.6K -429 -4%
CIA
1968
Compass Ion Advisors
Pennsylvania
$638K – – –
TW
1969
TrinityPoint Wealth
Connecticut
$638K +$13.2K +214 +2%
HWA
1970
HHM Wealth Advisors
Tennessee
$638K +$258K +4,160 +71%
SIG
1971
Spinnaker Investment Group
California
$638K -$10.4K -168 -2%
JSW
1972
Journey Strategic Wealth
New Jersey
$637K +$106K +1,715 +21%
SN
1973
Sittner & Nelson
Oregon
$637K +$10.3K +167 +2%
ACM
1974
Alta Capital Management
Utah
$637K -$310K -5,000 -33%
GWA
1975
Gibson Wealth Advisors
Texas
$637K – – –
77 78
79
80 81