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Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
1001
Chevy Chase Trust
Maryland
$434K +$377K +3,765 New
RA
1002
Riverstone Advisors
Texas
$432K -$70K -700 -16%
BFA
1003
Benedict Financial Advisors
Georgia
$430K
TWM
1004
Tradition Wealth Management
Minnesota
$430K +$5K +50 +1%
CMTU
1005
Capital Markets Trading (UK)
United Kingdom
$430K -$245K -2,448 -40%
BCA
1006
Bay Colony Advisors
Massachusetts
$429K -$83.8K -838 -18%
WA
1007
Wealth Architects
California
$427K +$1.2K +12 +0.3%
WEG
1008
World Equity Group
Illinois
$427K -$295K -2,953 -44%
RWP
1009
RWA Wealth Partners
Massachusetts
$427K +$13K +130 +4%
PIA
1010
Powell Investment Advisors
Florida
$426K +$370K +3,695 New
NRI
1011
NFP Retirement Inc
California
$425K
MIM
1012
Moseley Investment Management
Florida
$424K +$10K +100 +3%
EAM
1013
Empirical Asset Management
Massachusetts
$421K
KAM
1014
Kazazian Asset Management
Florida
$421K
ST
1015
Somerset Trust
Pennsylvania
$419K +$15.9K +159 +5%
WIM
1016
WealthPlan Investment Management
Nebraska
$419K +$106K +1,060 +41%
CAMG
1017
CWA Asset Management Group
Florida
$418K +$97.3K +973 +37%
MWM
1018
Modern Wealth Management
Kansas
$416K +$86.5K +865 +32%
BCM
1019
Bourgeon Capital Management
Connecticut
$416K +$361K +3,608 New
ACM
1020
Ashford Capital Management
Delaware
$415K
GT
1021
Glenview Trust
Kentucky
$412K -$10K -100 -3%
APP
1022
Avantax Planning Partners
Iowa
$412K +$31.9K +319 +10%
KGP
1023
Keystone Global Partners
Colorado
$408K
CWG
1024
Cornerstone Wealth Group
North Carolina
$406K -$56.5K -565 -14%
RWA
1025
Redhawk Wealth Advisors
Minnesota
$405K +$6K +60 +2%