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Name Holding Trade Value Shares
Change
Change in
Stake
NF
2451
Nvest Financial
New Hampshire
$427K +$28.7K +63 +7%
SWAG
2452
Spectrum Wealth Advisory Group
California
$427K – – –
CVM
2453
Cheviot Value Management
California
$425K +$2.73K +6 +0.6%
AT
2454
Arvest Trust
Oklahoma
$425K -$371K -814 -46%
PWM
2455
Paulson Wealth Management
Illinois
$424K -$9.57K -21 -2%
CF
2456
Convergence Financial
Missouri
$424K +$74.3K +163 +20%
EHWM
2457
Eads & Heald Wealth Management
Georgia
$423K -$456 -1 -0.1%
GWM
2458
Gitterman Wealth Management
New Jersey
$423K -$232K -510 -35%
HP
2459
Hyperion Partners
Pennsylvania
$423K -$15.5K -34 -3%
RW
2460
RVW Wealth
California
$422K +$139K +305 +47%
RIP
2461
RAM Investment Partners
Washington
$418K -$66.1K -145 -13%
DIM
2462
DLK Investment Management
California
$417K +$430K +945 New
TAM
2463
Townsend Asset Management
North Carolina
$417K +$456 +1 +0.1%
NIC
2464
Northwest Investment Counselors
Oregon
$416K +$62.9K +138 +17%
BSC
2465
Brown Shipley & Co
United Kingdom
$416K -$892K -1,958 -68%
EC
2466
EdgeRock Capital
Colorado
$415K +$87K +191 +26%
UBV
2467
United Bank (Virginia)
Virginia
$415K +$7.74K +17 +2%
EFA
2468
Edge Financial Advisors
Illinois
$415K +$14.1K +31 +3%
BDF
2469
Black Diamond Financial
Maryland
$413K +$153K +335 +56%
VP
2470
Verum Partners
North Carolina
$413K -$456 -1 -0.1%
LWM
2471
Liberty Wealth Management
California
$412K +$5.92K +13 +1%
CIAS
2472
CFS Investment Advisory Services
New Jersey
$412K +$45.1K +99 +12%
WDC
2473
Woodward Diversified Capital
California
$411K +$33.3K +73 +9%
SFA
2474
Source Financial Advisors
New York
$410K +$4.55K +10 +1%
GBWM
2475
Granite Bay Wealth Management
New Hampshire
$410K -$22.8K -50 -5%