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Name Holding Trade Value Shares
Change
Change in
Stake
B
1276
BetterWealth
California
$29.5M +$208K +1,129 +0.7%
FA
1277
Fiduciary Alliance
South Carolina
$29.5M +$153K +830 +0.5%
AWP
1278
Ascent Wealth Partners
New York
$29.5M +$362K +1,959 +1%
GIM
1279
Goelzer Investment Management
Indiana
$29.5M +$423K +2,293 +2%
CWM
1280
Chemistry Wealth Management
New York
$29.5M -$400K -2,165 -1%
PFA
1281
Pure Financial Advisors
California
$29.4M +$1.34M +7,283 +5%
CCB
1282
Country Club Bank
Missouri
$29.4M -$655K -3,549 -2%
NFGCM
1283
Norman Fields Gottscho Capital Management
New York
$29.3M -$186K -1,007 -0.7%
JIR
1284
James Investment Research
Ohio
$29.3M -$841K -4,556 -3%
AO
1285
Advisor OS
Illinois
$29.3M +$11.1M +60,273 +66%
TB
1286
Terril Brothers
Missouri
$29.3M +$142K +771 +0.5%
WWM
1287
Westwood Wealth Management
California
$29.2M -$160K -864 -0.6%
SFG
1288
SNS Financial Group
Minnesota
$29.1M -$419K -2,269 -1%
IA
1289
IFG Advisory
Georgia
$29.1M +$595K +3,220 +2%
SAM
1290
Sompo Asset Management
Japan
$29.1M +$2.17M +11,759 +8%
MBTD
1291
Mechanics Bank - Trust Department
California
$29M -$1.82M -9,861 -6%
DAM
1292
Diamant Asset Management
Connecticut
$29M -$1.09M -5,904 -4%
CWG
1293
Cornerstone Wealth Group
North Carolina
$29M +$552K +2,987 +2%
SFM
1294
Signet Financial Management
New Jersey
$29M -$501K -2,715 -2%
MMPW
1295
Mitchell McLeod Pugh & Williams
Alabama
$28.8M -$1.04M -5,658 -4%
BP
1296
BBR Partners
New York
$28.8M +$184K +994 +0.7%
MNBTD
1297
Moody National Bank Trust Division
Texas
$28.8M -$29.7M -160,685 -52%
QPWM
1298
Quadrant Private Wealth Management
Pennsylvania
$28.7M +$485K +2,626 +2%
FMTC
1299
Farmers & Merchants Trust Company
California
$28.7M +$1.34M +7,241 +5%
KIA
1300
Knollwood Investment Advisory
Maryland
$28.7M +$22.8M +123,374 +482%