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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1926
Drive Wealth Management
Utah
$1.42M +$10.9K +20 +0.8%
CCA
1927
Childress Capital Advisors
Texas
$1.42M +$45.7K +84 +3%
WAAG
1928
Wealth Alliance Advisory Group
Kansas
$1.41M +$152K +279 +12%
CM
1929
Cercano Management
Washington
$1.41M
PMA
1930
Prudent Man Advisors
Illinois
$1.41M +$21.2K +39 +2%
SI
1931
Seeds Investor
New York
$1.41M +$206K +379 +17%
CM
1932
Churchill Management
California
$1.41M -$1.54M -2,822 -52%
FNBOH
1933
First National Bank of Hutchinson
Kansas
$1.4M +$1.09K +2 +0.1%
SCP
1934
Stamos Capital Partners
California
$1.4M -$682K -1,253 -33%
DA
1935
Doliver Advisors
Texas
$1.4M -$69.1K -127 -5%
BWM
1936
Buckley Wealth Management
Nevada
$1.39M +$13.6K +25 +1%
CWM
1937
Chesapeake Wealth Management
Virginia
$1.39M -$95.3K -175 -6%
PSP
1938
Principal Street Partners
Tennessee
$1.39M +$30.5K +56 +2%
DBRC
1939
D.B. Root & Company
Pennsylvania
$1.39M -$125K -230 -8%
WCM
1940
Wallace Capital Management
Texas
$1.39M
YIH
1941
Y-Intercept (HK)
Hong Kong
$1.39M +$1.38M +2,527 New
HFS
1942
Howard Financial Services
Texas
$1.38M +$73.5K +135 +6%
BPWM
1943
Badgley Phelps Wealth Managers
Washington
$1.38M +$93.1K +171 +7%
MGAM
1944
McGowan Group Asset Management
Texas
$1.38M +$40.3K +74 +3%
EAM
1945
Evanson Asset Management
California
$1.37M +$149K +273 +12%
NP
1946
Nilsine Partners
Colorado
$1.37M +$37K +68 +3%
VC
1947
Veracity Capital
Georgia
$1.37M -$55.5K -102 -4%
DL
1948
DOHJ LLC
Washington
$1.37M -$58.3K -107 -4%
ARMT
1949
Amica Retiree Medical Trust
Rhode Island
$1.37M -$469K -862 -26%
LIM
1950
Letson Investment Management
Georgia
$1.36M