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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
876
Checchi Capital Advisers
California
$530K +$20.2K +208 +4%
JCM
877
Jacobi Capital Management
Pennsylvania
$529K – – –
FW
878
FullCircle Wealth
Texas
$527K -$2.63K -27 -0.6%
NFG
879
Nations Financial Group
Iowa
$527K +$19.4K +199 +4%
HCM
880
Howland Capital Management
Massachusetts
$526K +$9.63K +99 +2%
CFGS
881
Concourse Financial Group Securities
Alabama
$525K -$240K -2,470 -33%
CCM
882
Coldstream Capital Management
Washington
$524K +$76.5K +787 +19%
FCAS
883
First Command Advisory Services
Texas
$523K – – –
SHGA
884
Sand Hill Global Advisors
California
$523K – – –
GWANC
885
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K +$95.7K +984 +25%
AC
886
ASB Consultores
Florida
$520K -$99.6K -1,024 -17%
OS
887
Objectivity Squared
South Carolina
$518K – – –
HI
888
Harrington Investments
California
$511K +$468K +4,807 New
MIM
889
Montgomery Investment Management
Maryland
$510K – – –
RFN
890
Redwood Financial Network
Ohio
$510K -$17.5K -180 -4%
CC
891
Callan Capital
California
$510K -$43K -442 -8%
RCG
892
Regatta Capital Group
California
$510K -$82.7K -850 -15%
HIMC
893
Heritage Investors Management Corp
Maryland
$508K +$7.29K +75 +2%
FI
894
FWG Investments
Kentucky
$507K -$154K -1,581 -25%
EAM
895
Evanson Asset Management
California
$506K -$6.91K -71 -1%
GWMR
896
GC Wealth Management RIA
Massachusetts
$502K -$48K -494 -9%
KCM
897
KRS Capital Management
Michigan
$501K – – –
NGA
898
Naples Global Advisors
Florida
$501K +$83.2K +855 +22%
CAAS
899
Capital Asset Advisory Services
Michigan
$499K -$39.5K -406 -8%
CIAS
900
Capital Investment Advisory Services
North Carolina
$491K +$389 +4 +0.1%
34 35
36
37 38