Name Holding Trade Value Shares
Change
Change in
Stake
CWMP
1826
Clarion Wealth Managment Partners
Virginia
$483K +$460K +16,679 New
OLA
1827
Oliver Luxxe Assets
New Jersey
$482K +$21.7K +788 +5%
FA
1828
Freestate Advisors
Kansas
$480K – – –
SC
1829
Summa Corp
Texas
$480K -$138K -5,000 -23%
NC
1830
North Capital
Utah
$478K +$16.8K +611 +4%
GA
1831
GFS Advisors
Texas
$478K +$455K +16,515 New
WFC
1832
Western Financial Corp
California
$478K +$455K +16,511 New
YLHM
1833
Yelin Lapidot Holdings Management
Israel
$477K +$13.7K +497 +3%
SCP
1834
Sivia Capital Partners
California
$476K -$1.54K -56 -0.3%
TNB
1835
Thomasville National Bank
Georgia
$475K -$148K -5,364 -25%
BFC
1836
Bedel Financial Consulting
Indiana
$475K -$7.22K -262 -2%
MA
1837
MBA Advisors
Pennsylvania
$474K +$413 +15 +0.1%
RHDIC
1838
R.H. Dinel Investment Counsel
California
$474K – – –
EA
1839
Everpar Advisors
Oklahoma
$474K +$38K +1,378 +9%
RSWM
1840
Robertson Stephens Wealth Management
California
$472K -$74.1K -2,689 -14%
JCM
1841
Jacobsen Capital Management
Utah
$472K +$51.9K +1,882 +13%
MAM
1842
Mystic Asset Management
Rhode Island
$471K +$55 +2 +0%
AMG
1843
Advisors Management Group
Wisconsin
$471K -$19.1K -693 -4%
BF
1844
bLong Financial
Tennessee
$471K -$5.51K -200 -1%
AF
1845
Apollon Financial
South Carolina
$471K +$24.6K +893 +6%
WMA
1846
William Mack & Associates
Michigan
$470K -$10.3K -375 -2%
MAM
1847
MMA Asset Management
Pennsylvania
$469K -$86.5K -3,140 -16%
SN
1848
Sittner & Nelson
Oregon
$468K – – –
ClearBridge Investments
1849
ClearBridge Investments
New York
$467K +$54.7K +1,984 +14%
SWGC
1850
Summit Wealth Group (Colorado)
Colorado
$467K +$444K +16,128 New