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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1101
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$358K
TCOTS
1102
Trust Company of the South
North Carolina
$357K
LA
1103
Legacy Advisors
Pennsylvania
$355K +$349K +3,030 New
PIA
1104
Perennial Investment Advisors
California
$355K +$1.96K +17 +0.6%
NWA
1105
Navis Wealth Advisors
New York
$355K
VWA
1106
Visionary Wealth Advisors
Illinois
$353K +$1.73K +15 +0.5%
CFA
1107
Churchill Financial Advisors
Kentucky
$352K -$6.91K -60 -2%
HKAM
1108
Horizon Kinetics Asset Management
New York
$352K
SFG
1109
Sather Financial Group
Texas
$352K
BAM
1110
Berkshire Asset Management
Pennsylvania
$349K -$4.26K -37 -1%
SFWA
1111
Summit Financial Wealth Advisors
Louisiana
$348K +$19.9K +173 +6%
FCAS
1112
First Command Advisory Services
Texas
$346K -$39.4K -342 -10%
IPW
1113
Invictus Private Wealth
Colorado
$345K -$5.99K -52 -2%
DAM
1114
Delta Asset Management
Tennessee
$345K -$576 -5 -0.2%
DWML
1115
Decker Wealth Management LLC
Tennessee
$345K
SACTSONJ
1116
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$344K -$29.5K -256 -8%
KTC
1117
Kentucky Trust Company
Kentucky
$344K
CPC
1118
Consolidated Planning Corp
Georgia
$344K -$10.2K -89 -3%
OC
1119
Oakworth Capital
Alabama
$342K -$4.61K -40 -1%
QWP
1120
Quotient Wealth Partners
Texas
$340K +$12.8K +111 +4%
ERIC
1121
Eagle Rock Investment Company
Georgia
$340K
1CP
1122
1015 Capital Partners
Pennsylvania
$340K -$115 -1 -0%
PPWP
1123
Premier Path Wealth Partners
New Jersey
$339K -$27.4K -238 -8%
MWPCG
1124
Measured Wealth Private Client Group
New Hampshire
$336K
HCM
1125
Howard Capital Management
Georgia
$333K +$327K +2,837 New