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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1926
Summit Financial Wealth Advisors
Louisiana
$227K +$242K +963 New
PDM
1927
Penn Davis McFarland
Texas
$227K +$256K +1,020 New
UFA
1928
US Financial Advisors
Massachusetts
$226K – – –
GTCM
1929
Gyon Technologies Capital Management
New Jersey
$226K +$255K +1,017 New
CWM
1930
Cahaba Wealth Management
Georgia
$225K -$49.7K -198 -16%
PFM
1931
Peak Financial Management
Massachusetts
$225K -$23.3K -93 -8%
ClearBridge Investments
1932
ClearBridge Investments
New York
$224K -$30.9K -123 -11%
MFWM
1933
Motley Fool Wealth Management
Virginia
$224K -$15.1K -60 -6%
GGI
1934
Godsey & Gibb Inc
Virginia
$224K -$753 -3 -0.3%
JGIA
1935
Jackson Grant Investment Advisers
Connecticut
$222K -$226K -900 -47%
SHIM
1936
Stone House Investment Management
Pennsylvania
$222K – – –
MF
1937
Manchester Financial
California
$222K +$2.26K +9 +0.9%
M1FG
1938
Mach-1 Financial Group
Arkansas
$221K -$214K -852 -46%
SDAM
1939
Shulman DeMeo Asset Management
New York
$221K +$249K +993 New
BAM
1940
Bruderman Asset Management
New York
$220K – – –
BOPW
1941
Brandywine Oak Private Wealth
Pennsylvania
$218K +$20.3K +81 +9%
KIG
1942
Kowal Investment Group
Wisconsin
$218K +$246K +978 New
MA
1943
Mosaic Advisors
Texas
$218K +$246K +981 New
HTHT
1944
Hemenway Trust Hemenway Trust
New Hampshire
$217K -$36.2K -144 -13%
ECML
1945
Eagle Capital Management (Louisiana)
Louisiana
$217K – – –
FDCC
1946
Foster Dykema Cabot & Co
Massachusetts
$217K – – –
NCM
1947
Nelson Capital Management
California
$217K – – –
NC
1948
NovaPoint Capital
Georgia
$217K +$245K +975 New
AL
1949
ACAS LLC
California
$216K +$244K +972 New
BWA
1950
Bordeaux Wealth Advisors
California
$216K +$244K +972 New