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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1951
Millennium Capital Advisors
Arkansas
$356K +$124 +1 +0%
EM
1952
ELCO Management
New York
$354K – – –
MAWA
1953
Moss Adams Wealth Advisors
Washington
$354K +$53.9K +435 +22%
BFAG
1954
Blackston Financial Advisory Group
Florida
$353K -$58.2K -470 -16%
WWC
1955
Waypoint Wealth Counsel
Georgia
$353K +$5.45K +44 +2%
CFO
1956
Collective Family Office
Pennsylvania
$352K -$61.4K -496 -17%
GAM
1957
Gemmer Asset Management
California
$351K -$12.1K -98 -4%
AAG
1958
Armstrong Advisory Group
Massachusetts
$351K +$743 +6 +0.2%
I
1959
INVST
Indiana
$350K +$2.73K +22 +0.9%
PPW
1960
Parcion Private Wealth
Washington
$350K -$124K -1,000 -29%
RBFC
1961
Roman Butler Fullerton & Co
Missouri
$350K -$66.5K -537 -19%
MFG
1962
Mendota Financial Group
Wisconsin
$349K +$120K +969 +67%
MFG
1963
Magnus Financial Group
New York
$348K +$3.59K +29 +1%
WC
1964
Weil Company
California
$348K – – –
PCM
1965
Perritt Capital Management
Illinois
$348K -$74.2K -599 -20%
AIM
1966
Allen Investment Management
New York
$348K +$53.3K +430 +22%
PA
1967
Probity Advisors
Texas
$347K -$11.3K -91 -4%
TFA
1968
Toth Financial Advisory
Virginia
$345K – – –
GCM
1969
Gallacher Capital Management
Colorado
$345K -$2.23K -18 -0.7%
JAG
1970
Journey Advisory Group
Kentucky
$344K -$61.9K -500 -17%
FMN
1971
Financial Management Network
California
$344K +$124 +1 +0%
AF
1972
Apexium Financial
Texas
$343K +$48.7K +393 +20%
SWM
1973
Silverlake Wealth Management
Vermont
$342K -$50.8K -410 -15%
FAFN
1974
First Affirmative Financial Network
Colorado
$341K +$12.9K +104 +5%
BPC
1975
Banque Pictet & Cie
Switzerland
$341K -$3.29M -26,549 -92%