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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1826
Wedgewood Investors
Pennsylvania
$299K
BFIM
1827
Beese Fulmer Investment Management
Ohio
$299K +$280K +2,117 New
1W
1828
1776 Wealth
Georgia
$298K
UIA
1829
UBP Investment Advisors
Switzerland
$298K +$11.7K +88 +4%
SCA
1830
Spearhead Capital Advisors
Florida
$297K -$14.2K -107 -5%
VFP
1831
Verus Financial Partners
Virginia
$294K +$58.8K +444 +27%
1IA
1832
1834 Investment Advisors
Wisconsin
$291K -$84.1K -635 -24%
RWA
1833
RGT Wealth Advisors
Texas
$291K +$273K +2,059 New
EDRIA
1834
Edmonds Duncan Registered Investment Advisors
Kansas
$290K
PCWA
1835
Pacific Capital Wealth Advisors
California
$289K
JAG
1836
Journey Advisory Group
Kentucky
$289K +$271K +2,045 New
APWM
1837
Atlas Private Wealth Management
New York
$288K +$3.18K +24 +1%
COCM
1838
Charter Oak Capital Management
New Hampshire
$288K +$270K +2,036 New
CF
1839
Centaurus Financial
California
$287K +$16K +121 +6%
HS
1840
Haafor (Singapore)
Singapore
$287K +$268K +2,026 New
IWS
1841
Insight Wealth Strategies
California
$286K -$19.6K -148 -7%
HZ
1842
Hixon Zuercher
Ohio
$286K
JWM
1843
JFG Wealth Management
Colorado
$285K +$268K +2,020 New
CFA
1844
Capstone Financial Advisors
Illinois
$284K
BFIC
1845
Bedell Frazier Investment Counselling
California
$283K
MHR
1846
Matthew Hamilton Rosenberg
$283K
PR
1847
Payden & Rygel
California
$283K
VW
1848
Vantage Wealth
California
$283K
AII
1849
AGF Investments Inc
Ontario, Canada
$283K +$265K +2,000 New
PWMAG
1850
Pinnacle Wealth Management Advisory Group
New Jersey
$282K -$46.4K -350 -15%