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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1526
JFS Wealth Advisors
Pennsylvania
$29.2M -$89.7K -397 -0.3%
FWTB
1527
First Western Trust Bank
Colorado
$29.2M -$264K -1,169 -1%
CAM
1528
Claret Asset Management
Quebec, Canada
$29.1M -$475K -2,103 -2%
BCB
1529
Brian C. Broderick
$29M -$294K -1,302 -1%
SMH
1530
Sanders Morris Harris
Texas
$29M +$16.6M +73,359 +181%
GJWM
1531
Gilliland Jeter Wealth Management
Arkansas
$28.9M -$818K -3,623 -3%
CGL
1532
Clarius Group LLC
Washington
$28.9M -$8.22M -36,390 -24%
RFP
1533
Root Financial Partners
California
$28.8M +$2.1M +9,288 +9%
SSI
1534
Scott & Selber Inc
Texas
$28.8M -$310K -1,374 -1%
SACTSONJ
1535
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$28.8M
OA
1536
Oak Associates
Ohio
$28.7M
IWA
1537
IBEX Wealth Advisors
New Jersey
$28.7M +$371K +1,643 +1%
AMM
1538
American Money Management
California
$28.7M +$12.2K +54 +0%
AWM
1539
Accurate Wealth Management
Florida
$28.7M +$2.5M +11,077 +11%
P
1540
Pitcairn
Pennsylvania
$28.6M -$7.45M -32,993 -23%
CT
1541
Clearstead Trust
Maine
$28.6M +$4.01M +17,737 +19%
NHC
1542
Nicholas Hoffman & Company
Georgia
$28.6M -$345K -1,527 -1%
MCP
1543
Mirador Capital Partners
California
$28.6M -$86.3K -382 -0.3%
BMWM
1544
Brown Miller Wealth Management
Virginia
$28.6M -$69.1K -306 -0.3%
SNB
1545
Security National Bank
Nebraska
$28.6M +$296K +1,311 +1%
WAS
1546
Winch Advisory Services
Wisconsin
$28.5M -$193K -853 -0.8%
CPW
1547
Cove Private Wealth
New York
$28.5M +$244K +1,080 +1%
TI
1548
TTP Investments
California
$28.5M +$84.7K +375 +0.3%
MC
1549
Mirabaud & Cie
Switzerland
$28.5M -$347K -1,536 -1%
LWM
1550
Liberty Wealth Management
California
$28.3M +$430K +1,905 +2%