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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1926
Garrison Point Advisors
California
$8.54M -$945K -9,350 -12%
DWM
1927
Diversify Wealth Management
Utah
$8.52M +$8.57M +84,783 New
PFM
1928
Patton Fund Management
Texas
$8.51M -$1.02M -10,095 -13%
MCC
1929
Money Concepts Capital
Florida
$8.5M +$2.48M +24,550 +55%
AI
1930
Accredited Investors
Minnesota
$8.5M +$405K +4,005 +6%
NBT
1931
Northwest Bank & Trust
Iowa
$8.48M -$234K -2,317 -3%
LI
1932
LRI Investments
Florida
$8.47M +$3.97M +39,252 +134%
CWM
1933
Chesapeake Wealth Management
Virginia
$8.47M -$1.56M -15,470 -18%
SFG
1934
Synergy Financial Group
California
$8.46M +$153K +1,512 +2%
TSMHT
1935
Thurston Springer Miller Herd & Titak
Indiana
$8.45M +$6.91M +68,375 New
PAM
1936
Paradigm Asset Management
New York
$8.45M +$1.71M +16,900 +33%
TA
1937
TFG Advisers
Michigan
$8.44M -$298K -2,946 -4%
WA1
1938
Wimmer Associates 1
California
$8.42M -$41.5K -410 -0.6%
CH
1939
Cromwell Holdings
Wyoming
$8.42M +$6.89M +68,160 New
CNBTD
1940
Citizens National Bank Trust Department
Mississippi
$8.41M +$4.31M +42,665 +168%
GPFA
1941
Game Plan Financial Advisors
Ohio
$8.4M +$2.02K +20 +0%
AWA
1942
Alta Wealth Advisors
Massachusetts
$8.36M +$88.4K +874 +1%
HWA
1943
Heritage Wealth Advisors
Virginia
$8.36M -$3.03K -30 -0%
HFS
1944
Howard Financial Services
Texas
$8.35M -$2.01M -19,862 -23%
CAL
1945
Capital Analysts LLC
Pennsylvania
$8.35M +$381K +3,770 +6%
OC
1946
Oarsman Capital
Wisconsin
$8.35M -$166K -1,640 -2%
TWM
1947
Triton Wealth Management
Arizona
$8.32M +$1.09M +10,774 +19%
BMC
1948
Beaton Management Company
Massachusetts
$8.31M -$78.9K -780 -1%
SF
1949
Slagle Financial
Illinois
$8.31M +$177K +1,749 +3%
FZCM
1950
Flynn Zito Capital Management
New York
$8.31M +$679K +6,712 +11%