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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
651
Nicholas Hoffman & Company
Georgia
$719K -$9.93K -145 -1%
CWM
652
Cahaba Wealth Management
Georgia
$716K +$1.44K +21 +0.2%
SG
653
StoneX Group
New York
$713K +$135K +1,972 +22%
CPWA
654
Cerro Pacific Wealth Advisors
California
$711K -$6.98K -102 -0.9%
CT
655
Caldwell Trust
Florida
$706K -$58.9K -860 -7%
BA
656
BCM Advisors
Louisiana
$704K
CG
657
Caprock Group
Idaho
$701K +$138K +2,020 +23%
DT
658
Diversified Trust
Tennessee
$700K +$743K +10,856 New
CIAS
659
Capital Investment Advisory Services
North Carolina
$696K -$146K -2,128 -16%
GC
660
Gratus Capital
Georgia
$695K -$40.4K -590 -5%
QI
661
Qtron Investments
Massachusetts
$694K +$188K +2,742 +34%
CWS
662
Confluence Wealth Services
Pennsylvania
$694K +$11.8K +172 +2%
IWM
663
IHT Wealth Management
Illinois
$693K +$43.8K +640 +6%
FIBT
664
First International Bank & Trust
North Dakota
$687K -$32.3K -472 -4%
BFA
665
Bragg Financial Advisors
North Carolina
$686K
ZIC
666
ZWJ Investment Counsel
Georgia
$685K -$8.63K -126 -1%
WCF
667
West Coast Financial
California
$682K -$40.8K -596 -5%
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$680K +$3.7K +54 +0.5%
Koshinski Asset Management
669
Koshinski Asset Management
Illinois
$678K -$7.74K -113 -1%
SAM
670
Smithbridge Asset Management
Pennsylvania
$678K
FPWM
671
FSB Premier Wealth Management
Iowa
$677K
Grantham, Mayo, Van Otterloo & Co (GMO)
672
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$671K -$9.49M -138,700 -93%
SPC
673
Stewart & Patten Company
California
$671K -$13.7K -200 -2%
VIG
674
Vienna Insurance Group
Poland
$669K +$710K +10,374 New
SAM
675
Silvercrest Asset Management
New York
$668K