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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1901
Zuckerman Investment Group
Illinois
$330K -$6.77K -35 -2%
LSIA
1902
LaSalle St. Investment Advisors
Illinois
$329K -$4.45K -23 -1%
AL
1903
ACAS LLC
California
$328K +$12.2K +63 +4%
DWM
1904
Destination Wealth Management
California
$328K -$14.5K -75 -4%
HCM
1905
Hillman Capital Management
Maryland
$327K -$13.9K -72 -4%
AAG
1906
Armstrong Advisory Group
Massachusetts
$327K +$17.8K +92 +6%
WAS
1907
Winch Advisory Services
Wisconsin
$326K +$72K +372 +29%
WA
1908
WESPAC Advisors
California
$326K – – –
RFA
1909
Register Financial Advisors
Georgia
$325K +$319K +1,648 New
AR
1910
Apeiron RIA
Texas
$323K +$6.77K +35 +2%
AWAP
1911
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$323K -$90.8K -469 -22%
DWS
1912
Discipline Wealth Solutions
South Carolina
$323K +$316K +1,635 New
PAWA
1913
Palo Alto Wealth Advisors
California
$321K +$315K +1,627 New
PP
1914
Patten & Patten
Tennessee
$321K +$48.4K +250 +18%
RCWM
1915
Red Crane Wealth Management
California
$320K +$314K +1,622 New
WCFA
1916
Walkner Condon Financial Advisors
Wisconsin
$320K +$36.8K +190 +13%
VIS
1917
Vega Investment Solutions
France
$320K +$313K +1,619 New
MHC
1918
Meyer Handelman Company
New York
$319K -$17K -88 -5%
GHAM
1919
Gilman Hill Asset Management
Connecticut
$319K +$10.1K +52 +3%
GTAM
1920
Global Trust Asset Management
Florida
$319K -$15.5K -80 -5%
QWP
1921
Quotient Wealth Partners
Texas
$318K +$9.1K +47 +3%
AA
1922
Aire Advisors
California
$318K +$6.77K +35 +2%
LWM
1923
LJI Wealth Management
Indiana
$317K +$8.32K +43 +3%
FAM
1924
Formidable Asset Management
Ohio
$317K +$9.68K +50 +3%
IA
1925
Inspire Advisors
Idaho
$317K +$61.4K +317 +25%