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Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1551
Foster Victor Wealth Advisors
South Carolina
$28.5M +$11.6M +44,659 +68%
SRIM
1552
Saratoga Research & Investment Management
California
$28.4M -$926K -3,559 -3%
IP
1553
Indivisible Partners
Florida
$28.4M +$6.39M +24,539 +28%
LWM
1554
Liberty Wealth Management
California
$28.4M -$1.35M -5,170 -4%
SNB
1555
Security National Bank
Nebraska
$28.3M -$214K -821 -0.7%
SSA
1556
Sierra Summit Advisors
Nevada
$28.3M +$3.51M +13,479 +14%
GJWM
1557
Gilliland Jeter Wealth Management
Arkansas
$28.3M -$190K -729 -0.6%
CAM
1558
Clark Asset Management
New Hampshire
$28.3M +$2.83M +10,891 +11%
NHC
1559
Nicholas Hoffman & Company
Georgia
$28.3M -$273K -1,050 -0.9%
SCM
1560
Steadfast Capital Management
New York
$28.2M +$29M +111,260 New
NFGCM
1561
Norman Fields Gottscho Capital Management
New York
$28.2M -$1.22M -4,678 -4%
MGWM
1562
Marks Group Wealth Management
Minnesota
$28.2M -$1.4M -5,380 -5%
JCM
1563
Jacobi Capital Management
Pennsylvania
$28.2M +$1.06M +4,068 +4%
BWP
1564
BSW Wealth Partners
Colorado
$28.1M +$3.64M +13,978 +14%
CF
1565
Clarity Financial
Texas
$28.1M +$24.4M +93,936 +559%
MNBTD
1566
Moody National Bank Trust Division
Texas
$28.1M -$23.4K -90 -0.1%
HCM
1567
Himalaya Capital Management
Washington
$28.1M
BMWM
1568
Brown Miller Wealth Management
Virginia
$28M +$106K +406 +0.4%
MA
1569
MCF Advisors
Kentucky
$28M +$5.26M +20,201 +22%
KLWA
1570
Kelly Lawrence W & Associates
California
$28M -$2.13M -8,194 -7%
WPW
1571
Waldron Private Wealth
Pennsylvania
$28M -$600K -2,304 -2%
SIC
1572
Sigma Investment Counselors
Michigan
$27.9M -$2.07M -7,953 -7%
MSFS
1573
Main Street Financial Solutions
Pennsylvania
$27.8M +$603K +2,317 +2%
SSI
1574
Scott & Selber Inc
Texas
$27.8M -$69.2K -266 -0.2%
CIA
1575
Covington Investment Advisors
Pennsylvania
$27.8M -$1.88M -7,226 -6%