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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1901
Fermata Advisors
California
$201K +$188K +1,242 New
CW
1902
CrossGen Wealth
North Carolina
$201K – – –
CPIA
1903
Cornell Pochily Investment Advisors
New York
$200K +$187K +1,237 New
AG
1904
AmeriFlex Group
Nevada
$197K -$35.5K -234 -16%
HIA
1905
Harbor Investment Advisory
Maryland
$197K -$2.73K -18 -1%
MWA
1906
Medallion Wealth Advisors
Connecticut
$192K -$30.3K -200 -14%
HCM
1907
Hollencrest Capital Management
California
$192K -$74.6K -492 -29%
TSMHT
1908
Thurston Springer Miller Herd & Titak
Indiana
$190K +$94.4K +623 +113%
MIA
1909
MeadowBrook Investment Advisors
Michigan
$187K – – –
CT
1910
Clearstead Trust
Maine
$186K -$113K -743 -39%
BAM
1911
Byrne Asset Management
New Jersey
$181K -$1.52K -10 -0.9%
RTC
1912
Riverview Trust Company
Washington
$180K – – –
HC
1913
Hoese & Co
Minnesota
$178K – – –
PP
1914
Pingora Partners
Wyoming
$178K – – –
AAG
1915
Armstrong Advisory Group
Massachusetts
$177K – – –
QL
1916
Quarry LP
New York
$177K +$71.5K +472 +76%
EWM
1917
Evermay Wealth Management
Virginia
$175K +$19.4K +128 +13%
OCM
1918
Osbon Capital Management
Massachusetts
$173K – – –
BWM
1919
Bullock Wealth Management
Indiana
$172K +$2.42K +16 +2%
EI
1920
EFG International
$168K +$10.2K +67 +7%
SWAG
1921
Spectrum Wealth Advisory Group
California
$168K +$157K +1,038 New
ECM
1922
Estabrook Capital Management
New York
$167K +$18.2K +120 +13%
FCAS
1923
First Command Advisory Services
Texas
$165K +$9.7K +64 +7%
BCM
1924
Blume Capital Management
California
$162K – – –
CB
1925
Community Bank
New York
$162K – – –