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Name Holding Trade Value Shares
Change
Change in
Stake
Westover Capital Advisors
1526
Westover Capital Advisors
Delaware
$33.2M +$353K +1,235 +1%
Brick & Kyle Associates
1527
Brick & Kyle Associates
Pennsylvania
$33.1M – – –
Institute for Wealth Management
1528
Institute for Wealth Management
Colorado
$33.1M -$1.38M -4,833 -4%
Linscomb Wealth
1529
Linscomb Wealth
Texas
$33.1M -$4.69M -16,413 -13%
Cornerstone Advisory
1530
Cornerstone Advisory
Maryland
$33.1M +$64.6K +226 +0.2%
New Hampshire Trust
1531
New Hampshire Trust
New Hampshire
$33.1M -$1.43K -5 -0%
Strategic Blueprint
1532
Strategic Blueprint
Georgia
$33M -$1.62M -5,671 -5%
Fulcrum Asset Management
1533
Fulcrum Asset Management
United Kingdom
$33M +$33.5M +117,131 New
IBOK
1534
Independence Bank of Kentucky
Kentucky
$33M -$598K -2,091 -2%
Silver Oak Securities
1535
Silver Oak Securities
Tennessee
$33M +$430K +1,504 +1%
Allen Capital Group
1536
Allen Capital Group
Nebraska
$32.9M +$334K +1,166 +1%
NTV Asset Management
1537
NTV Asset Management
West Virginia
$32.9M -$360K -1,260 -1%
United Bank (Virginia)
1538
United Bank (Virginia)
Virginia
$32.9M -$1.07M -3,744 -3%
WPA
1539
Winning Points Advisors
Florida
$32.9M +$307K +1,074 +0.7%
SCA
1540
Sander Capital Advisors
Washington
$32.8M -$67.2K -235 -0.2%
RPS Advisory Solutions
1541
RPS Advisory Solutions
Kentucky
$32.8M -$484K -1,691 -1%
Farmers & Merchants Trust Company
1542
Farmers & Merchants Trust Company
California
$32.7M -$530K -1,852 -2%
Zuckerman Investment Group
1543
Zuckerman Investment Group
Illinois
$32.7M +$3.47M +12,117 +12%
Members Trust
1544
Members Trust
Florida
$32.7M -$258K -903 -0.8%
Oak Associates
1545
Oak Associates
Ohio
$32.7M – – –
Brookwood Investment Group
1546
Brookwood Investment Group
Arizona
$32.6M +$2.05M +7,184 +7%
Brown Miller Wealth Management
1547
Brown Miller Wealth Management
Virginia
$32.5M +$518K +1,812 +2%
Connecticut Wealth Management
1548
Connecticut Wealth Management
Connecticut
$32.4M -$1.15M -4,006 -3%
Abundance Wealth Counselors
1549
Abundance Wealth Counselors
Pennsylvania
$32.4M +$14.3M +50,029 +81%
Resonant Capital Advisors
1550
Resonant Capital Advisors
Wisconsin
$32.4M +$657K +2,296 +2%