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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1926
Cary Street Partners Investment Advisory
Virginia
$331K +$26.1K +1,411 +8%
E Fund Management
1927
E Fund Management
China
$329K -$44.8K -2,419 -12%
PPW
1928
Pasadena Private Wealth
California
$329K +$226K +12,239 +198%
SIC
1929
Samalin Investment Counsel
New York
$328K -$21.6K -1,169 -6%
NF
1930
Norwood Financial
Pennsylvania
$327K – – –
GG
1931
GenWealth Group
New Jersey
$327K +$1.02K +55 +0.3%
PMA
1932
Prudent Man Advisors
Illinois
$326K -$4.44K -240 -1%
DSC
1933
Duncker Streett & Co
Missouri
$325K -$108K -5,813 -24%
EWA
1934
Encompass Wealth Advisors
Oregon
$325K -$47.8K -2,586 -12%
DFG
1935
Demars Financial Group
Washington
$324K -$253K -13,683 -43%
MSR
1936
Main Street Research
Connecticut
$324K -$130K -7,042 -28%
DG
1937
DMC Group
Alabama
$324K -$68K -3,677 -14%
Foster Group
1938
Foster Group
Iowa
$324K +$3.02K +163 +0.9%
CWS
1939
Cypress Wealth Services
California
$323K +$5.75K +311 +2%
BCP
1940
Berkeley Capital Partners
Georgia
$323K +$82.8K +4,474 +33%
OWA
1941
One Wealth Advisors
California
$323K +$334K +18,073 New
Merriman Wealth Management
1942
Merriman Wealth Management
Washington
$322K -$69.7K -3,769 -17%
MIC
1943
Means Investment Company
Maine
$322K -$65.4K -3,536 -16%
ACA
1944
Affinity Capital Advisors
California
$321K -$28.2K -1,526 -8%
PWM
1945
Purus Wealth Management
California
$321K +$6.7K +362 +2%
HAM
1946
Hedges Asset Management
Nevada
$321K +$333K +17,981 New
BONH
1947
Bank of New Hampshire
New Hampshire
$320K -$59.8K -3,231 -15%
Northeast Financial Consultants
1948
Northeast Financial Consultants
Connecticut
$319K +$101K +5,442 +44%
DTC
1949
Davidson Trust Company
Washington
$318K -$174K -9,417 -35%
SC
1950
Saybrook Capital
North Carolina
$318K -$55.5K -2,998 -14%