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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1551
Annandale Capital
Texas
$526K
LC
1552
Landaas & Company
Wisconsin
$525K
CCWA
1553
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$523K +$578K +3,565 New
KPCM
1554
Kings Point Capital Management
New York
$522K +$122K +753 +27%
NFGCM
1555
Norman Fields Gottscho Capital Management
New York
$519K
1WM
1556
1900 Wealth Management
Texas
$518K +$233K +1,435 +68%
TPW
1557
TL Private Wealth
Texas
$517K
FCA
1558
FinTrust Capital Advisors
South Carolina
$517K +$38.4K +237 +7%
PP
1559
PDS Planning
Ohio
$517K +$56.7K +350 +11%
WA
1560
WealthTrust Axiom
Pennsylvania
$516K +$22.2K +137 +4%
RP
1561
Riverbridge Partners
Minnesota
$511K -$42.3K -261 -7%
RW
1562
REDW Wealth
New Mexico
$511K
XF
1563
XML Financial
Maryland
$510K +$136K +840 +32%
CWM
1564
Chesapeake Wealth Management
Virginia
$509K -$10.2K -63 -2%
BIP
1565
Blueprint Investment Partners
North Carolina
$508K +$186K +1,151 +50%
PIMG
1566
Patriot Investment Management Group
Tennessee
$506K -$3.89K -24 -0.7%
DTC
1567
Davidson Trust Company
Washington
$503K -$199K -1,231 -26%
EF
1568
Empowered Funds
Pennsylvania
$501K +$242K +1,491 +77%
ZF
1569
Zhang Financial
Michigan
$498K +$326K +2,013 +145%
RIS
1570
Retirement Income Solutions
Michigan
$496K
SQA
1571
Simon Quick Advisors
New Jersey
$495K -$12.5K -77 -2%
WAP
1572
Wealthcare Advisory Partners
Pennsylvania
$495K -$5.51K -34 -1%
FFA
1573
First Foundation Advisors
California
$494K +$36.1K +223 +7%
AIA
1574
Angeles Investment Advisors
California
$494K +$216K +1,334 +66%
DI
1575
Diligent Investors
California
$493K