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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1926
Heck Capital Advisors
Wisconsin
$525K +$5.9K +57 +1%
PHAM
1927
Palisades Hudson Asset Management
Florida
$525K
SIC
1928
Samalin Investment Counsel
New York
$522K +$414 +4 +0.1%
BFA
1929
BMS Financial Advisors
South Dakota
$521K -$49.6K -479 -9%
IA
1930
Insight Advisors
Pennsylvania
$521K -$311 -3 -0.1%
TCB
1931
Texas Capital Bancshares
Texas
$520K +$18.9K +183 +4%
CF
1932
Copperwynd Financial
Arizona
$520K -$59.5K -575 -11%
RCG
1933
Regatta Capital Group
California
$519K -$104 -1 -0%
GIP
1934
Greatmark Investment Partners
Georgia
$518K
ECM
1935
EagleClaw Capital Management
Massachusetts
$517K
LF
1936
Lantz Financial
Illinois
$516K +$17.2K +166 +4%
SGC
1937
Slocum, Gordon & Co
Rhode Island
$516K +$487K +4,701 New
CAM
1938
Covenant Asset Management
New Jersey
$514K
SAF
1939
Smith Anglin Financial
Texas
$513K +$1.14K +11 +0.2%
FWP
1940
FAS Wealth Partners
Kansas
$511K -$5.9K -57 -1%
CG
1941
Clifford Group
Massachusetts
$511K +$482K +4,652 New
VCM
1942
Virtue Capital Management
Tennessee
$510K +$481K +4,646 New
CHA
1943
Carmichael Hill & Associates
Maryland
$510K -$23.3K -225 -5%
ESB
1944
Essex Savings Bank
Connecticut
$510K -$29.7K -287 -6%
NF
1945
Nvest Financial
New Hampshire
$509K +$22.4K +216 +5%
CCA
1946
Column Capital Advisors
Indiana
$509K -$45.5K -439 -9%
PBO
1947
Peoples Bank (Ohio)
Ohio
$509K -$174K -1,685 -27%
WCA
1948
Westover Capital Advisors
Delaware
$509K -$467K -4,512 -49%
CWM
1949
Circle Wealth Management
New Jersey
$508K -$6.73K -65 -1%
FCA
1950
FLC Capital Advisors
California
$508K -$101K -973 -17%