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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
801
Etesian Wealth Advisors
Oregon
$841K -$78.6K -741 -9%
PCS
802
Private Client Services
Kentucky
$840K +$96K +905 +14%
NHC
803
Nicholas Hoffman & Company
Georgia
$834K +$318 +3 +0%
ECP
804
Epacria Capital Partners
Colorado
$834K
SIM
805
Studio Investment Management
Illinois
$824K -$391K -3,688 -33%
IIM
806
Ipswich Investment Management
Massachusetts
$824K
RIA
807
Richwood Investment Advisors
Ohio
$819K -$36.4K -343 -4%
SBIA
808
Sheaff Brock Investment Advisors
Indiana
$817K
HTC
809
Haverford Trust Company
Pennsylvania
$816K -$17.9K -169 -2%
SHGA
810
Sand Hill Global Advisors
California
$815K -$12.5K -118 -2%
QI
811
Qtron Investments
Massachusetts
$813K
FWM
812
ForthRight Wealth Management
Georgia
$808K
CCA
813
Checchi Capital Advisers
California
$802K +$13.8K +130 +2%
CBT
814
Crews Bank & Trust
Florida
$801K
BB
815
Busey Bank
Illinois
$798K +$8.59K +81 +1%
MC
816
Moors & Cabot
Massachusetts
$798K -$9.86K -93 -1%
SFSG
817
Sound Financial Strategies Group
Mississippi
$793K -$121K -1,143 -14%
BCA
818
Bay Colony Advisors
Massachusetts
$791K +$8.91K +84 +1%
GGI
819
Godsey & Gibb Inc
Virginia
$789K
CFG
820
Citizens Financial Group
Rhode Island
$785K +$39.7K +374 +6%
MMG
821
Monetary Management Group
Missouri
$784K
NHT
822
New Hampshire Trust
New Hampshire
$782K
EWM
823
Echo Wealth Management
Minnesota
$782K
DAC
824
Dividend Assets Capital
South Carolina
$781K -$95.5K -900 -11%
SWP
825
Sagespring Wealth Partners
Tennessee
$780K +$80.7K +761 +12%