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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1926
Cladis Investment Advisory
Montana
$830K +$160K +2,035 +25%
ARMT
1927
Amica Retiree Medical Trust
Rhode Island
$827K +$131K +1,656 +20%
GLA
1928
Good Life Advisors
Pennsylvania
$826K -$46.9K -595 -6%
LFM
1929
Lumina Fund Management
New York
$821K -$197K -2,500 -20%
BCP
1930
Berkeley Capital Partners
Georgia
$821K +$433K +5,487 +121%
CWP
1931
Concord Wealth Partners
Virginia
$820K +$66.3K +841 +9%
MMG
1932
Monetary Management Group
Missouri
$819K +$13.8K +175 +2%
CA
1933
Continental Advisors
Utah
$818K
FF
1934
FourThought Financial
Florida
$816K +$20K +254 +3%
LA
1935
Legacy Advisors
Pennsylvania
$814K +$327K +4,149 +73%
SFG
1936
Sather Financial Group
Texas
$807K +$391K +4,955 +101%
GAG
1937
GM Advisory Group
New York
$806K -$345K -4,370 -31%
CST
1938
Charles Schwab Trust
Nevada
$805K +$25.7K +326 +3%
P
1939
&Partners
Tennessee
$805K +$439K +5,571 +131%
GI
1940
Gradient Investments
Minnesota
$804K -$2.15M -27,315 -74%
EA
1941
Emerald Advisors
Washington
$804K +$31.9K +404 +4%
CS
1942
Capital Square
Tennessee
$802K -$4.02K -51 -0.5%
MFC
1943
Mechanics Financial Corp
Ohio
$802K +$7.88K +100 +1%
RWB
1944
RMR Wealth Builders
New Jersey
$802K +$51.7K +656 +7%
CCA
1945
Childress Capital Advisors
Texas
$802K +$61.4K +779 +9%
GIP
1946
Granite Investment Partners
California
$801K
PP
1947
Patron Partners
Texas
$799K +$177K +2,243 +30%
TCM
1948
Traynor Capital Management
Pennsylvania
$798K +$15.3K +194 +2%
UF
1949
Univest Financial
Pennsylvania
$796K -$26.5K -336 -3%
HWA
1950
HHM Wealth Advisors
Tennessee
$794K -$1.58K -20 -0.2%