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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
726
Zhang Financial
Michigan
$853K +$183K +1,678 +23%
SVWAG
727
Sound View Wealth Advisors Group
Georgia
$851K – – –
AIM
728
Arcadia Investment Management
Michigan
$851K – – –
WJWM
729
Williams Jones Wealth Management
New York
$842K – – –
TFA
730
Toth Financial Advisory
Virginia
$838K +$286K +2,623 +43%
CPA
731
Cardiff Park Advisors
California
$833K -$120K -1,100 -11%
BA
732
Bridgewater Associates
Connecticut
$829K +$950K +8,719 New
FIA
733
Foundations Investment Advisors
Arizona
$822K +$60K +551 +7%
PTC
734
Private Trust Company
Ohio
$821K -$8.28K -76 -0.9%
BAM
735
Blueshift Asset Management
New Jersey
$818K -$88.4K -811 -9%
IAM
736
Impact Asset Management
$816K – – –
DWM
737
Dakota Wealth Management
Florida
$813K -$23.8K -218 -2%
JWM
738
Jacksonville Wealth Management
Florida
$809K -$13.6K -125 -1%
RCA
739
Roberts Capital Advisors
Colorado
$804K – – –
ABLA
740
Alan B. Lancz & Associates
Ohio
$797K +$327K +3,000 +56%
AC
741
Avestar Capital
New York
$793K -$43.6K -400 -5%
CWA
742
Canvas Wealth Advisors
Kansas
$792K -$13.8K -127 -1%
BLC
743
Brown, Lisle/Cummings
Rhode Island
$787K +$2.18K +20 +0.2%
RSA
744
River Street Advisors
Illinois
$785K -$1.09K -10 -0.1%
PI
745
PineBridge Investments
New York
$784K +$194K +1,779 +45%
TFM
746
TFC Financial Management
Massachusetts
$781K – – –
CIM
747
Confluence Investment Management
Missouri
$776K +$2.4K +22 +0.3%
TCA
748
Transcend Capital Advisors
New Jersey
$765K +$578K +5,307 +196%
HC
749
Henshaw Capital
Massachusetts
$763K +$210K +1,928 +32%
TSMHT
750
Thurston Springer Miller Herd & Titak
Indiana
$762K +$777K +7,128 +827%
28 29
30
31 32