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Name Holding Trade Value Shares
Change
Change in
Stake
Regents of the University of California
1701
Regents of the University of California
California
$744K – – –
RIA
1702
Richwood Investment Advisors
Ohio
$743K -$14.5K -360 -2%
AWM
1703
Adams Wealth Management
Utah
$743K -$74.9K -1,856 -9%
TWM
1704
Trueblood Wealth Management
Ohio
$741K +$19.1K +474 +3%
Northeast Financial Consultants
1705
Northeast Financial Consultants
Connecticut
$740K +$146K +3,630 +26%
AIA
1706
Angeles Investment Advisors
California
$740K +$43K +1,066 +6%
AF
1707
Aldebaran Financial
$738K -$18.2K -450 -2%
Caxton Associates (New York)
1708
Caxton Associates (New York)
New York
$737K -$25.9K -641 -4%
AWAP
1709
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$735K +$44.7K +1,109 +7%
CWA
1710
Centennial Wealth Advisory
Michigan
$735K -$19.9K -494 -3%
NAMP
1711
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$734K -$154K -3,830 -18%
EHWM
1712
Eads & Heald Wealth Management
Georgia
$733K -$105K -2,611 -13%
ML
1713
McAdam LLC
Pennsylvania
$732K +$98.5K +2,441 +16%
FFWM
1714
Future Financial Wealth Management
Ohio
$732K +$144K +3,575 +26%
FIM
1715
Fruth Investment Management
Texas
$732K -$12.1K -300 -2%
PWLP
1716
Prio Wealth Limited Partnership
Massachusetts
$728K -$124K -3,086 -15%
ES
1717
Eagle Strategies
New York
$728K -$516K -12,787 -42%
Blue Trust Inc
1718
Blue Trust Inc
Georgia
$728K -$44.8K -1,110 -6%
TC
1719
Trust Company
Kansas
$726K -$30.6K -759 -4%
Mather Group
1720
Mather Group
Illinois
$725K -$37.1K -919 -5%
HFRG
1721
Houlihan Financial Resource Group
Virginia
$725K -$1.25K -31 -0.2%
GWM
1722
Gray Wealth Management
Maine
$724K +$76.9K +1,907 +12%
CFP
1723
Catalyst Financial Partners
Massachusetts
$724K +$21.1K +522 +3%
SC
1724
Steph & Co
Wisconsin
$723K +$3.35K +83 +0.5%
CS
1725
Capital Square
Tennessee
$723K +$35.3K +874 +5%