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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1926
Sargent Investment Group
Maryland
$494K +$75.9K +2,866 +20%
GWAG
1927
Garrett Wealth Advisory Group
Texas
$494K -$35.9K -1,356 -7%
VFP
1928
Verus Financial Partners
Virginia
$492K -$47.7K -1,799 -9%
KTM
1929
Keeler Thomas Management
Utah
$492K +$14K +528 +3%
SWM
1930
Segment Wealth Management
Texas
$492K +$76K +2,869 +20%
HC
1931
Henshaw Capital
Massachusetts
$492K
FFG
1932
Ford Financial Group
California
$491K +$901 +34 +0.2%
SC
1933
SRB Corp
Massachusetts
$490K -$65.5K -2,474 -13%
GIP
1934
Greatmark Investment Partners
Georgia
$487K +$23.3K +879 +5%
CST
1935
Charles Schwab Trust
Nevada
$487K +$457K +17,238 New
P
1936
&Partners
Tennessee
$486K
JIP
1937
JBJ Investment Partners
South Carolina
$485K -$15.4K -580 -3%
ARM
1938
Adirondack Research & Management
New York
$485K -$14K -530 -3%
BPA
1939
Beacon Pointe Advisors
California
$484K -$2.18M -82,229 -83%
BCM
1940
Boltwood Capital Management
California
$484K +$28.5K +1,075 +7%
EWF
1941
Epstein & White Financial
California
$481K -$456K -17,194 -51%
PAS
1942
Professional Advisory Services
Florida
$481K +$7.34K +277 +2%
SWA
1943
Sutton Wealth Advisors
Florida
$478K +$265 +10 +0.1%
AWM
1944
Affinity Wealth Management
Delaware
$478K +$20.4K +769 +5%
SRC
1945
Shufro Rose & Co
New York
$477K -$3.81K -144 -0.9%
KLWA
1946
Kelly Lawrence W & Associates
California
$477K
AIM
1947
Acropolis Investment Management
Missouri
$476K +$123K +4,658 +39%
VFPI
1948
Vantage Financial Partners (Illinois)
Illinois
$476K -$12.6K -475 -3%
DIM
1949
DC Investments Management
Virginia
$473K -$315K -11,884 -42%
CG
1950
Corundum Group
Colorado
$473K -$821 -31 -0.2%