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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2526
TT Capital Management
California
$569K +$552K +1,108 New
DWM
2527
Darwin Wealth Management
Florida
$569K +$21.4K +43 +4%
NAM
2528
NTV Asset Management
West Virginia
$568K -$75.8K -152 -12%
CVM
2529
Cheviot Value Management
California
$567K – – –
AI
2530
Arvest Investments
Arkansas
$567K -$3.49K -7 -0.6%
SWRP
2531
Summit Wealth & Retirement Planning
California
$566K – – –
RMP
2532
Richards, Merrill & Peterson
Washington
$565K +$4.99K +10 +0.9%
CCA
2533
Catalyst Capital Advisors
New York
$564K +$233K +468 +74%
KWM
2534
KFG Wealth Management
Indiana
$564K +$61.3K +123 +13%
CYG
2535
Clean Yield Group
Vermont
$564K -$7.48K -15 -1%
ACA
2536
Ascension Capital Advisors
Texas
$563K -$32.4K -65 -6%
RFN
2537
Redwood Financial Network
Ohio
$563K +$33.4K +67 +7%
BC
2538
BDFS Capital
Delaware
$563K +$43.9K +88 +9%
PFM
2539
Phillips Financial Management
Indiana
$562K -$35.4K -71 -6%
RMAM
2540
Raab & Moskowitz Asset Management
New Jersey
$562K – – –
KCIA
2541
Kingsbury Capital Investment Advisors
Illinois
$562K -$23.9K -48 -4%
PAG
2542
Private Advisory Group
Washington
$562K +$66.3K +133 +14%
HA
2543
Heffernan Advisory
Arizona
$562K +$99.7K +200 +22%
KWM
2544
KMT Wealth Management
California
$562K +$545K +1,094 New
FFG
2545
Fortem Financial Group
California
$561K -$130K -260 -19%
Betterment LLC
2546
Betterment LLC
New York
$561K -$21.4K -43 -4%
JTWM
2547
Jackson Thornton Wealth Management
Alabama
$560K +$251K +504 +86%
NFG
2548
Nadler Financial Group
Illinois
$560K +$499 +1 +0.1%
AWAP
2549
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$560K -$49.9K -100 -8%
FFO
2550
Fortitude Family Office
Arizona
$560K -$3.99K -8 -0.7%