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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
2726
Fire Capital Management
California
$478K – – –
HA
2727
Harbor Advisors
Florida
$478K – – –
TIM
2728
Thompson Investment Management
Wisconsin
$478K – – –
SFS
2729
Sharp Financial Services
Pennsylvania
$478K +$34.9K +86 +9%
PWM
2730
Platt Wealth Management
California
$477K – – –
IPA
2731
Investment Planning Advisors
Georgia
$477K +$405K +998 New
AA
2732
Apriem Advisors
California
$473K -$269K -664 -40%
JSA
2733
Jim Saulnier & Associates
Colorado
$473K +$140K +344 +53%
AP
2734
Anchyra Partners
Georgia
$470K +$399K +984 New
PAA
2735
Peregrine Asset Advisers
Oregon
$469K +$15.4K +38 +4%
DP
2736
Denver PWM
Colorado
$467K +$42.6K +105 +11%
APW
2737
Allied Private Wealth
Florida
$466K +$433K +1,066 New
CB
2738
CNB Bank
Pennsylvania
$466K – – –
BW
2739
Balance Wealth
Ohio
$464K +$101K +250 +35%
NEWAS
2740
N.E.W. Advisory Services
Wisconsin
$463K +$25.2K +62 +7%
SWASL
2741
Spartan Wealth Advisory Services LLC
Michigan
$463K +$31.2K +77 +9%
RPWA
2742
Regent Peak Wealth Advisors
Georgia
$462K -$138K -340 -26%
SHWM
2743
Smith & Howard Wealth Management
Georgia
$462K -$2.84K -7 -0.7%
SIG
2744
Spinnaker Investment Group
California
$462K +$101K +249 +35%
WMA
2745
William Mack & Associates
Michigan
$462K +$12.2K +30 +3%
CWL
2746
Causey Wealth LLC
Colorado
$462K – – –
CAG
2747
Centerpoint Advisory Group
Kansas
$461K – – –
BWA
2748
Blodgett Wealth Advisors
California
$461K -$20.3K -50 -5%
TF
2749
Tenzing Financial
Virginia
$459K +$45.9K +113 +13%
DLA
2750
Douglas Lane & Associates
New York
$459K -$25.2K -62 -6%