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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1951
Gryphon Financial Partners
Ohio
$622K -$249K -7,040 -27%
GLLW
1952
Graves Light Lenhart Wealth
Virginia
$621K -$39.2K -1,109 -6%
NF
1953
Norwood Financial
Pennsylvania
$621K -$3.01K -85 -0.5%
GFA
1954
Gallagher Fiduciary Advisors
Illinois
$620K -$32.6K -921 -5%
EAM
1955
Evanson Asset Management
California
$616K -$51.3K -1,451 -7%
OLA
1956
Oliver Luxxe Assets
New Jersey
$616K -$12.4K -350 -2%
HT
1957
HAP Trading
New York
$615K -$1.18M -33,390 -64%
WP
1958
Westmount Partners
California
$614K -$28.3K -799 -4%
ATWA
1959
Arbor Trust Wealth Advisors
Michigan
$614K -$22.1K -625 -3%
AIA
1960
Angeles Investment Advisors
California
$613K -$25.9K -732 -4%
MKC
1961
M. Kraus & Co
Vermont
$611K -$86.1K -2,434 -12%
SWA
1962
SOA Wealth Advisors
New York
$610K -$9.16K -259 -1%
WOC
1963
West Oak Capital
California
$610K +$15K +425 +2%
BMA
1964
Brooks Moore & Associates
Tennessee
$609K -$21.2K -600 -3%
1IA
1965
1620 Investment Advisors
Massachusetts
$607K +$212 +6 +0%
MIP
1966
Marietta Investment Partners
Wisconsin
$606K
CG
1967
Clarus Group
Texas
$605K -$18.6K -526 -3%
EWM
1968
Evermay Wealth Management
Virginia
$604K
CCB
1969
Cutter & Co Brokerage
Missouri
$603K +$84.9K +2,400 +15%
GIM
1970
Greylin Investment Management
Virginia
$603K -$58.5K -1,653 -8%
FWA
1971
FSM Wealth Advisors
Ohio
$603K -$17K -480 -3%
SPW
1972
Sonoma Private Wealth
California
$600K -$17K -481 -3%
CFFP
1973
Center for Financial Planning
Michigan
$598K -$707 -20 -0.1%
CIM
1974
CIM Investment Management
Pennsylvania
$598K -$13.1K -370 -2%
PCMC
1975
Paragon Capital Management (Colorado)
Colorado
$596K