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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1851
Willner & Heller
California
$819K +$10.1K +77 +1%
RIP
1852
Reliant Investment Partners
North Carolina
$817K +$15.8K +120 +2%
SWP
1853
Strategic Wealth Partners
Ohio
$816K -$93.7K -714 -10%
FMP
1854
Financial Management Professionals
Texas
$816K -$6.83K -52 -0.8%
GSB
1855
Greenfield Savings Bank
Massachusetts
$815K -$6.56K -50 -0.8%
WDC
1856
Woodward Diversified Capital
California
$815K +$3.54K +27 +0.4%
HKIM
1857
Hayek Kallen Investment Management
Alabama
$814K +$6.56K +50 +0.8%
FCB
1858
First County Bank
Connecticut
$812K
LIM
1859
Longfellow Investment Management
Massachusetts
$811K +$795K +6,053 New
MIA
1860
MainStreet Investment Advisors
Illinois
$810K +$793K +6,044 New
RHJA
1861
Rice Hall James & Associates
California
$808K -$19.7K -150 -2%
WA
1862
Wealth Architects
California
$806K -$21.7K -165 -3%
LCGC
1863
Legacy Capital Group California
California
$803K +$4.33K +33 +0.6%
FNT
1864
First Nebraska Trust
Nebraska
$801K
WF
1865
WoodTrust Financial
Wisconsin
$800K -$1.07M -8,165 -58%
EFA
1866
Evernest Financial Advisors
Indiana
$798K -$9.71K -74 -1%
ZF
1867
Zhang Financial
Michigan
$795K -$8.27K -63 -1%
WE
1868
Wealth Effects
Massachusetts
$793K -$39.4K -300 -5%
CTA
1869
Colonial Trust Advisors
South Carolina
$793K +$273K +2,082 +54%
ACM
1870
Arcataur Capital Management
Wisconsin
$793K -$8.66K -66 -1%
NVIM
1871
New Vernon Investment Management
Illinois
$793K
KLWA
1872
Kelly Lawrence W & Associates
California
$792K
FBB
1873
Fulton Breakefield Broenniman
Maryland
$791K +$263 +2 +0%
GAA
1874
Global Assets Advisory
Florida
$790K +$76.7K +584 +11%
ZBNA
1875
Zions Bancorporation, National Association
Utah
$790K +$122K +928 +19%