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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3176
CJM Wealth Advisers
Virginia
$634K – – –
BAG
3177
Bridgewealth Advisory Group
California
$633K -$10.2K -220 -2%
FCM
3178
Fourpath Capital Management
Oklahoma
$630K -$118K -2,540 -17%
TCM
3179
Triumph Capital Management
Colorado
$628K -$1.58M -34,160 -73%
RFP
3180
Root Financial Partners
California
$627K +$310K +6,700 +112%
NAMM
3181
NorthStar Asset Management (Massachusetts)
Massachusetts
$625K – – –
NI
3182
NDVR Inc
Massachusetts
$624K +$584K +12,600 New
THWM
3183
Taylor Hoffman Wealth Management
Virginia
$622K -$16.7K -360 -3%
LWA
3184
Lantern Wealth Advisors
New York
$622K +$582K +12,550 New
CCP
3185
Cassia Capital Partners
North Carolina
$621K +$28.3K +610 +5%
Ontario Teachers' Pension Plan Board
3186
Ontario Teachers' Pension Plan Board
Ontario, Canada
$620K -$1.44M -31,180 -71%
SWRP
3187
Summit Wealth & Retirement Planning
California
$619K -$11.1K -240 -2%
WFAG
3188
Wescott Financial Advisory Group
Pennsylvania
$619K +$23.2K +500 +4%
RP
3189
Regal Partners
Australia
$619K +$579K +12,500 New
BMCM
3190
Burns Matteson Capital Management
New York
$617K +$97.3K +2,100 +20%
KL
3191
KilterHowling LLC
Colorado
$617K -$203K -4,370 -32%
AP
3192
AtonRa Partners
Switzerland
$616K -$83K -1,790 -13%
ELM
3193
Elite Life Management
Florida
$615K +$576K +12,420 New
SFS
3194
Strategic Financial Services
New York
$615K +$7.88K +170 +1%
IAG
3195
Investmark Advisory Group
Connecticut
$614K – – –
MCA
3196
MSH Capital Advisors
Arizona
$614K -$169K -3,650 -23%
SFP
3197
Sweet Financial Partners
Minnesota
$614K +$22.7K +490 +4%
ME
3198
McIlrath & Eck
Washington
$613K +$33.8K +730 +6%
BSSFA
3199
Baron Silver Stevens Financial Advisors
Florida
$613K +$30.1K +650 +6%
RFG
3200
RFP Financial Group
Georgia
$612K +$24.6K +530 +4%