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Name Holding Trade Value Shares
Change
Change in
Stake
MS
1551
Madden Securities
Texas
$529K – – –
AS
1552
Altshuler Shaham
Israel
$529K +$152K +940 +36%
ACM
1553
Alethea Capital Management
Washington
$527K -$97.1K -599 -14%
BOS
1554
Bank of Stockton
California
$527K -$28.4K -175 -5%
AC
1555
Annandale Capital
Texas
$526K – – –
LC
1556
Landaas & Company
Wisconsin
$525K – – –
CCWA
1557
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$523K +$578K +3,565 New
KPCM
1558
Kings Point Capital Management
New York
$522K +$122K +753 +27%
NFGCM
1559
Norman Fields Gottscho Capital Management
New York
$519K – – –
1WM
1560
1900 Wealth Management
Texas
$518K +$233K +1,435 +68%
TPW
1561
TL Private Wealth
Texas
$517K – – –
FCA
1562
FinTrust Capital Advisors
South Carolina
$517K +$38.4K +237 +7%
PP
1563
PDS Planning
Ohio
$517K +$56.7K +350 +11%
WA
1564
WealthTrust Axiom
Pennsylvania
$516K +$22.2K +137 +4%
RP
1565
Riverbridge Partners
Minnesota
$511K -$42.3K -261 -7%
RW
1566
REDW Wealth
New Mexico
$511K – – –
XF
1567
XML Financial
Maryland
$510K +$136K +840 +32%
CWM
1568
Chesapeake Wealth Management
Virginia
$509K -$10.2K -63 -2%
BIP
1569
Blueprint Investment Partners
North Carolina
$508K +$186K +1,151 +50%
PIMG
1570
Patriot Investment Management Group
Tennessee
$506K -$3.89K -24 -0.7%
DTC
1571
Davidson Trust Company
Washington
$503K -$199K -1,231 -26%
EF
1572
Empowered Funds
Pennsylvania
$501K +$242K +1,491 +77%
ZF
1573
Zhang Financial
Michigan
$498K +$326K +2,013 +145%
RIS
1574
Retirement Income Solutions
Michigan
$496K – – –
SQA
1575
Simon Quick Advisors
New Jersey
$495K -$12.5K -77 -2%