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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1026
International Assets Investment Management
Florida
$492K +$82.6K +633 +19%
Global Retirement Partners
1027
Global Retirement Partners
California
$488K +$288K +2,210 +132%
TWM
1028
Thrive Wealth Management
Pennsylvania
$485K -$168K -1,287 -25%
RCG
1029
Ridge Creek Global
Ohio
$485K +$502K +3,851 New
MIM
1030
MTM Investment Management
South Carolina
$483K -$14.3K -110 -3%
SAM
1031
Sompo Asset Management
Japan
$483K -$71.7K -550 -13%
Savant Capital
1032
Savant Capital
Illinois
$482K -$162K -1,245 -25%
PPWP
1033
Premier Path Wealth Partners
New Jersey
$482K -$159K -1,222 -24%
VWM
1034
Venturi Wealth Management
Texas
$482K -$186K -1,429 -27%
IRC
1035
Investors Research Corp
Georgia
$479K +$486K +3,729 +4,661%
CC
1036
Corsicana & Co
Texas
$479K -$24.8K -190 -5%
GIA
1037
GHP Investment Advisors
Colorado
$477K -$143K -1,093 -22%
Savvy Advisors Inc
1038
Savvy Advisors Inc
New York
$477K +$130K +993 +35%
PIM
1039
Penobscot Investment Management
Massachusetts
$476K -$787K -6,034 -61%
HUB Investment Partners
1040
HUB Investment Partners
Texas
$473K +$127K +972 +35%
SWM
1041
SilverOak Wealth Management
Minnesota
$472K – – –
Miracle Mile Advisors
1042
Miracle Mile Advisors
California
$469K +$39K +299 +9%
WCM
1043
Wallace Capital Management
Texas
$464K – – –
Accredited Investors
1044
Accredited Investors
Minnesota
$462K +$2.35K +18 +0.5%
MPPW
1045
Mitchell & Pahl Private Wealth
Oklahoma
$461K -$9.65K -74 -2%
BOM
1046
Bank of Marin
California
$460K – – –
Forum Financial Management
1047
Forum Financial Management
Illinois
$460K -$261 -2 -0.1%
UAG
1048
United Advisor Group
Ohio
$459K -$71.7K -550 -13%
Prime Capital Investment Advisors
1049
Prime Capital Investment Advisors
Kansas
$456K -$6.45M -49,411 -93%
VV
1050
Verity & Verity
South Carolina
$454K +$14.1K +108 +3%