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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
826
CFS Investment Advisory Services
New Jersey
$282K +$61.5K +455 +28%
BAM
827
Blueshift Asset Management
New Jersey
$281K +$284K +2,096 New
MYIA
828
Mount Yale Investment Advisors
Colorado
$280K -$48.7K -360 -15%
GAG
829
GM Advisory Group
New York
$280K +$1.35K +10 +0.5%
WA
830
Waddell & Associates
Tennessee
$278K – – –
GM
831
GeoWealth Management
Illinois
$278K +$1.35K +10 +0.5%
PWM
832
Palumbo Wealth Management
New York
$278K +$947 +7 +0.3%
LWCFA
833
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$277K – – –
DWAM
834
Duncan Williams Asset Management
Tennessee
$276K – – –
QC
835
Quent Capital
New York
$276K +$22.6K +167 +9%
FPCP
836
Fort Point Capital Partners
California
$274K -$12.6K -93 -4%
CPL
837
Capital & Planning LLC
Georgia
$274K +$276K +2,044 New
CPA
838
Cardiff Park Advisors
California
$274K – – –
SSB
839
Sandy Spring Bank
Maryland
$274K – – –
SWM
840
Scissortail Wealth Management
Oklahoma
$273K +$275K +2,030 +33,833%
IA
841
IFG Advisory
Georgia
$271K +$273K +2,016 New
HI
842
Hendershot Investments
Virginia
$270K – – –
VCA
843
Verdence Capital Advisors
Maryland
$269K +$676 +5 +0.3%
CPC
844
Consolidated Planning Corp
Georgia
$269K +$20.8K +154 +8%
GCM
845
Graver Capital Management
Ohio
$268K +$271K +2,000 New
PCM
846
Pointe Capital Management
Michigan
$267K +$3.65K +27 +1%
SIS
847
Sound Income Strategies
Florida
$266K +$1.35K +10 +0.5%
SCA
848
Sandy Cove Advisors
Massachusetts
$265K -$10.3K -76 -4%
HCM
849
Hutchinson Capital Management
California
$265K -$135 -1 -0.1%
AFA
850
AA Financial Advisors
Ohio
$264K +$59.4K +439 +29%
32 33
34
35 36