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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1201
Capital Advisory Group Advisory Services
Minnesota
$240K +$253K +1,373 New
SWA
1202
SFMG Wealth Advisors
Texas
$240K +$3.69K +20 +1%
PCA
1203
Peddock Capital Advisors
Massachusetts
$239K – – –
MFA
1204
Mayflower Financial Advisors
Massachusetts
$239K -$1.29K -7 -0.5%
DBIA
1205
Dumont & Blake Investment Advisors
New Jersey
$238K +$184 +1 +0.1%
RZH
1206
Relyea Zuckerberg Hanson
Connecticut
$238K +$4.79K +26 +2%
FFA
1207
Farther Finance Advisors
California
$238K +$105K +567 +72%
JWWM
1208
Johnson & White Wealth Management
Pennsylvania
$237K +$249K +1,352 New
CAM
1209
Cozad Asset Management
Illinois
$236K – – –
GIA
1210
Gladstone Institutional Advisory
Florida
$234K +$20.8K +113 +9%
PI
1211
PFG Investments
New York
$233K +$36.3K +197 +17%
JIC
1212
Joel Isaacson & Co
New York
$231K – – –
JWM
1213
Janiczek Wealth Management
Colorado
$229K +$25.6K +139 +12%
OL
1214
Optas LLC
Texas
$229K +$20.1K +109 +9%
RCM
1215
Radnor Capital Management
Pennsylvania
$229K +$242K +1,310 New
ILI
1216
Invesco LLC (Illinois)
Illinois
$229K +$29.7K +161 +14%
GCMG
1217
Gyroscope Capital Management Group
Florida
$228K +$240K +1,300 New
PVH
1218
Psagot Value Holdings
Israel
$227K +$13.6K +74 +6%
PIAS
1219
PCA Investment Advisory Services
Ohio
$226K +$184 +1 +0.1%
OPTFSNA
1220
Old Point Trust & Financial Services N A
Virginia
$225K – – –
ANBT
1221
American National Bank & Trust
Texas
$224K +$84.3K +457 +56%
CNB
1222
Camden National Bank
Maine
$224K – – –
CAMG
1223
CWA Asset Management Group
Florida
$223K +$922 +5 +0.4%
FCM
1224
Fourpath Capital Management
Oklahoma
$222K – – –
HW
1225
Hancock Whitney
Mississippi
$221K -$19.4K -105 -8%