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Name Holding Trade Value Shares
Change
Change in
Stake
DC
2701
Defender Capital
North Carolina
$478K
FCM
2702
Fire Capital Management
California
$478K
HA
2703
Harbor Advisors
Florida
$478K
TIM
2704
Thompson Investment Management
Wisconsin
$478K
SFS
2705
Sharp Financial Services
Pennsylvania
$478K +$34.9K +86 +9%
PWM
2706
Platt Wealth Management
California
$477K
IPA
2707
Investment Planning Advisors
Georgia
$477K +$405K +998 New
AA
2708
Apriem Advisors
California
$473K -$269K -664 -40%
JSA
2709
Jim Saulnier & Associates
Colorado
$473K +$140K +344 +53%
AP
2710
Anchyra Partners
Georgia
$470K +$399K +984 New
PAA
2711
Peregrine Asset Advisers
Oregon
$469K +$15.4K +38 +4%
DP
2712
Denver PWM
Colorado
$467K +$42.6K +105 +11%
APW
2713
Allied Private Wealth
Florida
$466K +$433K +1,066 New
CB
2714
CNB Bank
Pennsylvania
$466K
BW
2715
Balance Wealth
Ohio
$464K +$101K +250 +35%
NEWAS
2716
N.E.W. Advisory Services
Wisconsin
$463K +$25.2K +62 +7%
SWASL
2717
Spartan Wealth Advisory Services LLC
Michigan
$463K +$31.2K +77 +9%
RPWA
2718
Regent Peak Wealth Advisors
Georgia
$462K -$138K -340 -26%
SHWM
2719
Smith & Howard Wealth Management
Georgia
$462K -$2.84K -7 -0.7%
SIG
2720
Spinnaker Investment Group
California
$462K +$101K +249 +35%
WMA
2721
William Mack & Associates
Michigan
$462K +$12.2K +30 +3%
CWL
2722
Causey Wealth LLC
Colorado
$462K
CAG
2723
Centerpoint Advisory Group
Kansas
$461K
BWA
2724
Blodgett Wealth Advisors
California
$461K -$20.3K -50 -5%
TF
2725
Tenzing Financial
Virginia
$459K +$45.9K +113 +13%