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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
1001
Signet Financial Management
New Jersey
$16M -$684K -13,144 -4%
BA
1002
Bristlecone Advisors
Washington
$15.9M +$3.21M +61,700 +28%
SWK
1003
Stephen W. Kidder
$15.9M -$399K -7,660 -3%
Carson Wealth (CWM LLC)
1004
Carson Wealth (CWM LLC)
Nebraska
$15.9M +$5.53M +106,200 +60%
SHCM
1005
Stokes & Hubbell Capital Management
Louisiana
$15.9M -$98.9K -1,900 -0.7%
SPC
1006
Salient Private Client
Texas
$15.9M -$372K -7,144 -2%
CA
1007
Clearstead Advisors
Ohio
$15.9M +$282K +5,412 +2%
BBA
1008
BLB&B Advisors
Pennsylvania
$15.8M +$1.27M +24,464 +10%
SBSB
1009
Sullivan, Bruyette, Speros & Blaney
Virginia
$15.8M -$7.08K -136 -0%
LC
1010
Lourd Capital
California
$15.8M -$1.15M -22,148 -7%
RWA
1011
Ropes Wealth Advisors
Massachusetts
$15.7M -$259K -4,968 -2%
EVM
1012
Evelyn V. Moreno
$15.7M -$448K -8,600 -3%
FBB
1013
Fulton Breakefield Broenniman
Maryland
$15.7M -$306K -5,880 -2%
GWM
1014
Greenwich Wealth Management
Connecticut
$15.7M -$24.6K -472 -0.2%
GC
1015
Gratus Capital
Georgia
$15.6M +$79.2K +1,520 +0.6%
LWS
1016
Lucia Wealth Services
California
$15.6M +$432K +8,296 +3%
FAT
1017
First American Trust
California
$15.5M +$265K +5,096 +2%
BFIM
1018
Beese Fulmer Investment Management
Ohio
$15.5M +$158K +3,028 +1%
SRC
1019
Shufro Rose & Co
New York
$15.5M -$431K -8,276 -3%
TW
1020
Transform Wealth
Colorado
$15.5M -$245K -4,700 -2%
WAG
1021
Winthrop Advisory Group
Massachusetts
$15.5M +$389K +7,464 +3%
CCFCSB
1022
Cape Cod Five Cents Savings Bank
Massachusetts
$15.4M -$564K -10,832 -4%
M
1023
MOTCO
Texas
$15.4M -$42.3K -812 -0.3%
LA
1024
Lau Associates
Delaware
$15.4M +$1.17M +22,552 +9%
AAM
1025
Autus Asset Management
Arizona
$15.3M -$379K -7,280 -3%