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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1851
Gradient Capital Advisors
California
$997K +$48.9K +1,006 +5%
PTC
1852
Philadelphia Trust Company
Pennsylvania
$997K +$94.3K +1,940 +9%
RPCONE
1853
Retirement Planning Company of New England
Rhode Island
$992K +$12.4K +256 +1%
BC
1854
Burleson & Co
California
$992K +$227K +4,676 +26%
ABLA
1855
Alan B. Lancz & Associates
Ohio
$990K -$2.43K -50 -0.2%
FWM
1856
Forefront Wealth Management
Pennsylvania
$988K +$486 +10 +0%
SCI
1857
Stableford Capital II
Arizona
$988K +$84.2K +1,733 +9%
SJIA
1858
St. James Investment Advisors
New York
$986K -$99.1K -2,040 -8%
EAM
1859
Evanson Asset Management
California
$986K -$3.26K -67 -0.3%
PG
1860
Proffitt & Goodson
Tennessee
$986K +$15.4K +316 +1%
PWM
1861
Palumbo Wealth Management
New York
$982K +$20.7K +427 +2%
WAM
1862
WealthTrust Asset Management
Florida
$982K +$1.09M +22,451 New
CRI
1863
Colonial River Investments
Virginia
$981K -$20.1K -413 -2%
WHCI
1864
W.H. Cornerstone Investments
Massachusetts
$981K +$1.14M +23,410 New
PMFA
1865
Plante Moran Financial Advisors
Michigan
$978K -$63.5K -1,307 -6%
IRC
1866
Investors Research Corp
Georgia
$978K -$14.6K -300 -1%
RIG
1867
Renaissance Investment Group
Massachusetts
$977K +$262K +5,388 +34%
CWM
1868
Curi Wealth Management
North Carolina
$977K +$869K +17,877 +401%
GC
1869
Gilbert & Cook
Iowa
$974K +$14.7K +303 +1%
FDS
1870
First Dallas Securities
Texas
$973K -$794K -16,349 -42%
SAM
1871
Summit Asset Management
Tennessee
$970K -$131K -2,697 -11%
BEI
1872
Benjamin Edwards Inc
Missouri
$966K +$24.3K +501 +2%
EWA
1873
EverSource Wealth Advisors
Alabama
$962K +$586K +12,061 +121%
GCM
1874
Graham Capital Management
Connecticut
$958K -$1.75M -36,104 -62%
JMFC
1875
J.M. Forbes & Co
Massachusetts
$958K -$26.7K -550 -2%