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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
2051
Peak Financial Management
Massachusetts
$555K – – –
SIS
2052
Sound Income Strategies
Florida
$554K -$11.5K -205 -2%
KWA
2053
KCS Wealth Advisory
California
$554K +$563 +10 +0.1%
JIP
2054
Jaffetilchin Investment Partners
Florida
$554K +$10.4K +184 +2%
MWM
2055
Mattern Wealth Management
Kansas
$553K -$38K -675 -6%
MCA
2056
Magnolia Capital Advisors
Mississippi
$552K +$29.3K +521 +5%
Rafferty Asset Management
2057
Rafferty Asset Management
New York
$551K +$331K +5,891 +143%
HTHT
2058
Hemenway Trust Hemenway Trust
New Hampshire
$550K -$21.1K -375 -4%
PWM
2059
Peterson Wealth Management
Nevada
$547K +$558K +9,924 New
ATFA
2060
All Terrain Financial Advisors
Minnesota
$546K -$413K -7,344 -43%
AF
2061
Affiance Financial
Minnesota
$546K – – –
PGAM
2062
Princeton Global Asset Management
New Jersey
$544K +$1.13K +20 +0.2%
VAM
2063
Verity Asset Management
North Carolina
$543K -$1.24M -22,131 -60%
PCMC
2064
Paragon Capital Management (Colorado)
Colorado
$543K +$653K +11,603 +179%
JLBC
2065
J.L. Bainbridge & Co
Florida
$542K +$14.1K +250 +3%
NWS
2066
Newport Wealth Strategies
California
$541K +$129K +2,290 +30%
CMI
2067
Clare Market Investments
Texas
$541K -$99.5K -1,768 -15%
ATWA
2068
Arbor Trust Wealth Advisors
Michigan
$540K -$25.9K -461 -4%
EW
2069
Evoke Wealth
California
$539K -$26.2K -465 -5%
PCTC
2070
Perkins Coie Trust Company
Washington
$538K -$20K -356 -4%
FWM
2071
Foresight Wealth Management
Utah
$538K +$1.18K +21 +0.2%
BFA
2072
Beacon Financial Advisory
Ohio
$537K +$73.9K +1,313 +16%
MGWM
2073
Marks Group Wealth Management
Minnesota
$536K +$51K +906 +10%
CW
2074
CreativeOne Wealth
Kansas
$535K +$44.6K +793 +9%
EI
2075
EDMP Inc
Florida
$533K -$636K -11,313 -54%