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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1926
Good Life Advisors
Pennsylvania
$487K -$9.29K -57 -2%
PFWA
1927
Paces Ferry Wealth Advisors
Georgia
$486K +$50.5K +310 +11%
CC
1928
Callan Capital
California
$485K +$50.4K +309 +11%
PTC
1929
Petrus Trust Company
Texas
$485K +$514K +3,156 New
CIC
1930
Chilton Investment Company
Connecticut
$484K +$207K +1,270 +67%
JSAM
1931
J. Safra Asset Management
New York
$484K +$167K +1,024 +48%
HAS
1932
HBW Advisory Services
California
$484K +$160K +980 +45%
TPA
1933
Trivium Point Advisory
Connecticut
$482K +$53.5K +328 +12%
PB
1934
Pinnacle Bancorp
Nebraska
$482K +$16.3K +100 +3%
First Manhattan
1935
First Manhattan
New York
$481K -$199K -1,219 -28%
LG
1936
LaFleur & Godfrey
Michigan
$480K – – –
NCM
1937
Next Capital Management
New York
$479K – – –
BFC
1938
Bedel Financial Consulting
Indiana
$478K +$489 +3 +0.1%
JWBC
1939
J.W. Burns & Co
New York
$477K -$326 -2 -0.1%
FAG
1940
Fortitude Advisory Group
Washington
$476K -$43.4K -266 -7%
CCFM
1941
Clear Creek Financial Management
Washington
$476K +$72.9K +447 +17%
RCWM
1942
Royal Capital Wealth Management
Indiana
$476K +$489 +3 +0.1%
SWM
1943
Seed Wealth Management
Illinois
$475K – – –
BWM
1944
Bullock Wealth Management
Indiana
$475K +$1.3K +8 +0.3%
BFG
1945
Birch Financial Group
New Hampshire
$473K +$286K +1,756 +133%
SMA
1946
Seven Mile Advisory
New Jersey
$471K +$43.2K +265 +9%
CWM
1947
Calamos Wealth Management
Illinois
$468K +$4.24K +26 +0.9%
AAM
1948
Auxier Asset Management
Oregon
$467K – – –
AA
1949
Aire Advisors
California
$467K +$245K +1,500 +97%
GLF
1950
Groupe la Francaise
France
$467K +$41.2K +253 +9%