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Name Holding Trade Value Shares
Change
Change in
Stake
CF
2051
Clarity Financial
Texas
$415K +$175K +7,914 +77%
THWM
2052
Taylor Hoffman Wealth Management
Virginia
$412K -$45.9K -2,074 -10%
RWI
2053
Red Wave Investments
Pennsylvania
$412K +$6.43K +291 +2%
Wedge Capital Management
2054
Wedge Capital Management
North Carolina
$410K +$1.5K +68 +0.4%
TA
2055
Townsend & Associates
Colorado
$410K +$6.68K +302 +2%
BIP
2056
Blueprint Investment Partners
North Carolina
$410K +$396K +17,913 +105,371%
AWG
2057
Altus Wealth Group
Colorado
$408K -$35.4K -1,600 -9%
GFP
2058
Gryphon Financial Partners
Ohio
$408K -$12.6K -569 -3%
EW
2059
Element Wealth
Mississippi
$407K +$61.5K +2,783 +19%
EA
2060
Emerald Advisors
Washington
$405K -$23.3K -1,052 -6%
FAN
2061
Financial Advisors Network
California
$403K +$17.3K +782 +5%
HPWM
2062
Highland Private Wealth Management
Washington
$402K +$22.2K +1,003 +6%
WA
2063
Wealth Advisors
California
$401K +$21.7K +981 +6%
GPA
2064
Garrison Point Advisors
California
$400K -$2.19K -99 -0.6%
LWP
2065
Lumature Wealth Partners
Georgia
$399K +$122K +5,537 +47%
CYG
2066
Clean Yield Group
Vermont
$397K -$45.9K -2,077 -11%
ODCM
2067
Old Dominion Capital Management
Virginia
$396K -$10.5K -476 -3%
HCP
2068
Holt Capital Partners
Texas
$395K -$10.3K -464 -3%
AWM
2069
Atticus Wealth Management
Florida
$395K +$79.3K +3,585 +26%
USAA
2070
United Services Automobile Association
Texas
$395K +$382K +17,274 New
ICM
2071
IMS Capital Management
Oregon
$393K +$47.7K +2,159 +14%
BA
2072
Bridgewater Advisors
New York
$393K +$360K +16,292 New
BFS
2073
Bickling Financial Services
Massachusetts
$392K +$42.4K +1,917 +13%
Lazard Frères Gestion
2074
Lazard Frères Gestion
France
$391K -$58.5K -2,648 -12%
BHTS
2075
Bar Harbor Trust Services
Maine
$391K – – –