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Name Holding Trade Value Shares
Change
Change in
Stake
PDM
1926
Penn Davis McFarland
Texas
$227K +$256K +1,020 New
UFA
1927
US Financial Advisors
Massachusetts
$226K
GTCM
1928
Gyon Technologies Capital Management
New Jersey
$226K +$255K +1,017 New
CWM
1929
Cahaba Wealth Management
Georgia
$225K -$49.7K -198 -16%
PFM
1930
Peak Financial Management
Massachusetts
$225K -$23.3K -93 -8%
ClearBridge Investments
1931
ClearBridge Investments
New York
$224K -$30.9K -123 -11%
MFWM
1932
Motley Fool Wealth Management
Virginia
$224K -$15.1K -60 -6%
GGI
1933
Godsey & Gibb Inc
Virginia
$224K -$753 -3 -0.3%
JGIA
1934
Jackson Grant Investment Advisers
Connecticut
$222K -$226K -900 -47%
SHIM
1935
Stone House Investment Management
Pennsylvania
$222K
MF
1936
Manchester Financial
California
$222K +$2.26K +9 +0.9%
M1FG
1937
Mach-1 Financial Group
Arkansas
$221K -$214K -852 -46%
SDAM
1938
Shulman DeMeo Asset Management
New York
$221K +$249K +993 New
BAM
1939
Bruderman Asset Management
New York
$220K
BOPW
1940
Brandywine Oak Private Wealth
Pennsylvania
$218K +$20.3K +81 +9%
KIG
1941
Kowal Investment Group
Wisconsin
$218K +$246K +978 New
MA
1942
Mosaic Advisors
Texas
$218K +$246K +981 New
HTHT
1943
Hemenway Trust Hemenway Trust
New Hampshire
$217K -$36.2K -144 -13%
ECML
1944
Eagle Capital Management (Louisiana)
Louisiana
$217K
FDCC
1945
Foster Dykema Cabot & Co
Massachusetts
$217K
NCM
1946
Nelson Capital Management
California
$217K
NC
1947
NovaPoint Capital
Georgia
$217K +$245K +975 New
AL
1948
ACAS LLC
California
$216K +$244K +972 New
BWA
1949
Bordeaux Wealth Advisors
California
$216K +$244K +972 New
QAM
1950
QCI Asset Management
New York
$215K -$39.9K -159 -14%