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Name Holding Trade Value Shares
Change
Change in
Stake
C
1951
Covestor
United Kingdom
$462K -$106K -320 -16%
CFA
1952
Capstone Financial Advisors
Illinois
$462K +$538K +1,624 New
HIP
1953
HUB Investment Partners
Texas
$461K -$130K -392 -19%
NC
1954
Northcape Capital
Australia
$461K -$19.2K -58 -3%
1CP
1955
17 Capital Partners
Arizona
$459K +$176K +530 +49%
MKC
1956
M. Kraus & Co
Vermont
$458K -$11.6K -35 -2%
GA
1957
GoalVest Advisory
New York
$457K -$930K -2,805 -64%
HGWM
1958
Horst & Graben Wealth Management
Oregon
$457K +$663 +2 +0.1%
ACM
1959
AlphaStar Capital Management
North Carolina
$457K +$12.3K +37 +2%
C
1960
CEDRUS
Colorado
$452K +$6.3K +19 +1%
SAM
1961
SP Asset Management
California
$452K +$663 +2 +0.1%
ARG
1962
Advisory Resource Group
Oklahoma
$450K +$34.1K +103 +7%
LJAC
1963
L.J. Altfest & Co
New York
$450K +$128K +386 +32%
AM
1964
Atwater Malick
Pennsylvania
$449K
MIC
1965
Means Investment Company
Maine
$448K +$12.6K +38 +2%
VAM
1966
Verity Asset Management
North Carolina
$448K +$522K +1,574 New
CL
1967
CPWM LLC
Washington
$447K -$96.1K -290 -16%
BMC
1968
Beaton Management Company
Massachusetts
$447K
AC
1969
Avestar Capital
New York
$446K -$274K -827 -35%
HWM
1970
Hemington Wealth Management
Virginia
$446K +$11.6K +35 +2%
RGF
1971
Retirement Guys Formula
Ohio
$446K +$32.8K +99 +7%
RPWA
1972
Regent Peak Wealth Advisors
Georgia
$445K -$34.1K -103 -6%
WDG
1973
Wealth Dimensions Group
Ohio
$445K
WB
1974
Webster Bank
Connecticut
$444K
IF
1975
Intrua Financial
Texas
$443K -$629K -1,896 -55%