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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1701
Bill Few Associates
Pennsylvania
$868K -$12.2K -50 -2%
BOS
1702
Bank of Stockton
California
$868K – – –
BOM
1703
Bank of Marin
California
$865K -$4.89K -20 -0.6%
FA
1704
Fountainhead AM
New Jersey
$865K -$59.7K -244 -7%
RMAM
1705
Raab & Moskowitz Asset Management
New Jersey
$863K +$24.5K +100 +3%
SSWM
1706
Sheets Smith Wealth Management
North Carolina
$861K – – –
MMG
1707
Monetary Management Group
Missouri
$859K +$196K +800 +35%
RWM
1708
Revisor Wealth Management
Ohio
$855K +$58.7K +240 +9%
MG
1709
McHugh Group
Ohio
$855K – – –
HFP
1710
Holistic Financial Partners
Indiana
$853K +$245 +1 +0%
AA
1711
Auxano Advisors
Washington
$850K +$68K +278 +10%
GWSG
1712
GPS Wealth Strategies Group
Colorado
$848K +$146K +599 +25%
Gateway Investment Advisers
1713
Gateway Investment Advisers
Ohio
$845K +$279K +1,141 +61%
LPAM
1714
Lodestar Private Asset Management
California
$843K +$51.8K +212 +8%
GEA
1715
Glen Eagle Advisors
New Jersey
$839K +$2.69K +11 +0.4%
KI
1716
Keystone Investors
Singapore
$838K +$734K +3,001 New
OMC
1717
Oasis Management Company
Cayman Islands
$838K – – –
IAM
1718
Ion Asset Management
Israel
$838K +$734K +3,000 New
LWL
1719
Leo Wealth LLC
Texas
$835K -$95.1K -389 -12%
VAM
1720
Verity Asset Management
North Carolina
$834K +$731K +2,988 New
BFS
1721
BridgePort Financial Solutions
Iowa
$832K +$266K +1,089 +58%
MCM
1722
Mengis Capital Management
Oregon
$832K +$30.6K +125 +4%
TFA
1723
Toth Financial Advisory
Virginia
$831K +$62.1K +254 +9%
AG
1724
AmeriFlex Group
Nevada
$831K -$596K -2,438 -45%
OIA
1725
Optimum Investment Advisors
Illinois
$829K +$24.5K +100 +3%