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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1126
SageView Advisory Group
California
$1.92M -$241K -2,641 -11%
PA
1127
PFW Advisors
Georgia
$1.92M +$163K +1,782 +9%
ET
1128
Equitable Trust
Tennessee
$1.91M -$54.3K -595 -3%
SNB
1129
Security National Bank
Nebraska
$1.91M +$141K +1,545 +8%
BA
1130
Bellwether Advisors
Nebraska
$1.91M – – –
PIMJS
1131
PKO Investment Management Joint-Stock
Poland
$1.91M -$137K -1,500 -7%
SW
1132
StrongBox Wealth
Missouri
$1.9M -$553K -6,056 -22%
HCM
1133
Hodges Capital Management
Texas
$1.9M +$1.91M +20,916 New
SWM
1134
Shrier Wealth Management
California
$1.89M +$31.7K +347 +2%
WIM
1135
Walsky Investment Management
Pennsylvania
$1.89M +$60.2K +660 +3%
PTC
1136
Private Trust Company
Ohio
$1.89M -$159K -1,745 -8%
MMG
1137
Monetary Management Group
Missouri
$1.88M -$104K -1,135 -5%
FIA
1138
Foundations Investment Advisors
Arizona
$1.88M -$1.59M -17,373 -46%
WA1
1139
Wimmer Associates 1
California
$1.88M -$35.7K -391 -2%
SAA
1140
Southeast Asset Advisors
Georgia
$1.88M -$274 -3 -0%
PMA
1141
Prudent Man Advisors
Illinois
$1.87M +$155K +1,703 +9%
BC
1142
Burney Company
Virginia
$1.87M -$132K -1,448 -7%
DIP
1143
DT Investment Partners
Pennsylvania
$1.86M – – –
SAM
1144
Simplify Asset Management
Nevada
$1.86M +$460K +5,040 +33%
GWM
1145
GSB Wealth Management
Connecticut
$1.85M +$536K +5,872 +40%
SFG
1146
SevenBridge Financial Group
Pennsylvania
$1.85M -$5.57K -61 -0.4%
CFFP
1147
Center for Financial Planning
Michigan
$1.84M +$243K +2,660 +15%
TVAMP
1148
Tennessee Valley Asset Management Partners
Tennessee
$1.84M +$91 +1 +0%
GPWM
1149
Grant Private Wealth Management
California
$1.84M +$1.45M +15,920 +363%
AB
1150
Atlas Brown
Kentucky
$1.84M +$1.28K +14 +0.1%