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Name Holding Trade Value Shares
Change
Change in
Stake
FB
1926
First Bancorp
Maine
$284K +$264K +1,762 New
WBC
1927
West Branch Capital
Massachusetts
$283K -$4.04K -27 -2%
NRI
1928
NFP Retirement Inc
California
$282K +$599 +4 +0.2%
CPSAC
1929
Chas P. Smith & Associates (CPS)
Florida
$282K -$44.8K -299 -15%
DPI
1930
Diversified Portfolios Inc
Michigan
$282K -$8.98K -60 -3%
AAM
1931
AMI Asset Management
California
$282K +$18.9K +126 +8%
LA
1932
LexAurum Advisors
Kansas
$280K +$260K +1,739 New
AIA
1933
Angeles Investment Advisors
California
$279K -$44.8K -299 -15%
APW
1934
Acima Private Wealth
Virginia
$279K – – –
BP
1935
BBR Partners
New York
$278K +$4.64K +31 +2%
PFA
1936
Pure Financial Advisors
California
$278K +$18.7K +125 +8%
MCM
1937
MV Capital Management
Maryland
$277K -$33.7K -225 -12%
AHC
1938
Adell Harriman & Carpenter
Texas
$276K – – –
KLI
1939
Kelman-Lazarov Inc
Tennessee
$276K – – –
OC
1940
Oarsman Capital
Wisconsin
$276K +$8.53K +57 +3%
LFA
1941
Legacy Financial Advisors
Kentucky
$276K +$27.4K +183 +12%
MC
1942
Matisse Capital
Oregon
$275K -$8.98K -60 -3%
FFA
1943
Freedman Financial Associates
Massachusetts
$275K – – –
AWS
1944
AJ Wealth Strategies
New York
$275K +$299 +2 +0.1%
LA
1945
Latitude Advisors
Florida
$275K +$256K +1,710 New
WA
1946
Wealth Architects
California
$274K -$107K -718 -30%
WI
1947
WrapManager Inc
California
$274K +$33.8K +226 +15%
LGA
1948
Lebenthal Global Advisors
New York
$274K +$219K +1,463 +612%
TFA
1949
Trinity Financial Advisors
Ohio
$273K +$18K +120 +8%
CA
1950
CGN Advisors
Kansas
$273K +$23.8K +159 +10%