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Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
1651
Timber Creek Capital Management
Massachusetts
$714K – – –
OA
1652
Operose Advisors
Wisconsin
$714K +$669K +25,140 +9,243%
Baker Avenue Asset Management
1653
Baker Avenue Asset Management
California
$711K +$46.1K +1,732 +7%
HPM
1654
Hoxton Planning & Management
West Virginia
$710K +$25.9K +974 +4%
EB
1655
Exchange Bank
California
$710K – – –
DFA
1656
Delta Financial Advisors
Louisiana
$709K +$10.6K +398 +2%
WAS
1657
Wealth Advisory Solutions
Indiana
$708K +$35.6K +1,336 +6%
GBFG
1658
Gerald Baker Financial Group
Texas
$708K +$671K +25,200 New
HFBOT
1659
Home Federal Bank of Tennessee
Tennessee
$706K +$146K +5,500 +28%
QFA
1660
Quattro Financial Advisors
Texas
$702K -$666K -25,000 -50%
GCIA
1661
Gabelli & Co Investment Advisers
New York
$702K – – –
PCM
1662
Ping Capital Management
New York
$702K – – –
PCMC
1663
Paragon Capital Management (Colorado)
Colorado
$701K -$7.27K -273 -1%
SMH
1664
Sanders Morris Harris
Texas
$699K +$663K +24,893 New
AWM
1665
Activest Wealth Management
Florida
$697K +$189K +7,104 +40%
RWP
1666
Ridgecrest Wealth Partners
California
$695K -$13.6K -509 -2%
BIAS
1667
Beacon Investment Advisory Services
New Jersey
$693K -$87.8K -3,296 -12%
SFS
1668
Symphony Financial Services
Ohio
$692K +$30.6K +1,148 +5%
Signature Estate & Investment Advisors
1669
Signature Estate & Investment Advisors
California
$691K -$19.2K -721 -3%
PWPS
1670
Pinnacle Wealth Planning Services
Ohio
$690K +$7.19K +270 +1%
SL
1671
Summitry LLC
California
$690K +$67.6K +2,539 +12%
FBC
1672
Fairfield, Bush & Co
Connecticut
$689K -$22.7K -853 -3%
DSC
1673
Duncker Streett & Co
Missouri
$689K -$7.99K -300 -1%
RMA
1674
Roffman Miller Associates
Pennsylvania
$684K -$49.3K -1,853 -7%
FFWM
1675
Future Financial Wealth Management
Ohio
$684K +$80K +3,004 +14%