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Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1126
GM Advisory Group
New York
$346K -$5.95K -54 -2%
KTC
1127
Kentucky Trust Company
Kentucky
$345K – – –
AWM
1128
Affinity Wealth Management
Delaware
$344K -$1.98K -18 -0.6%
TS
1129
Tamar Securities
California
$342K – – –
ERIC
1130
Eagle Rock Investment Company
Georgia
$342K – – –
SFS
1131
Stiles Financial Services
Minnesota
$342K -$7.71K -70 -2%
COCM
1132
Charter Oak Capital Management
New Hampshire
$341K +$551 +5 +0.2%
Modern Wealth Management
1133
Modern Wealth Management
Kansas
$338K +$37.2K +338 +12%
PAM
1134
Pegasus Asset Management
New York
$337K – – –
FNFDCM
1135
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$336K – – –
NWA
1136
Navis Wealth Advisors
New York
$333K +$2.64K +24 +0.8%
CPC
1137
Consolidated Planning Corp
Georgia
$333K – – –
CBA
1138
Coastal Bridge Advisors
Connecticut
$332K -$264K -2,400 -44%
Horizon Kinetics Asset Management
1139
Horizon Kinetics Asset Management
New York
$331K – – –
SFG
1140
Sather Financial Group
Texas
$331K – – –
VWA
1141
Visionary Wealth Advisors
Illinois
$330K +$330K +2,992 New
Engineers Gate Manager
1142
Engineers Gate Manager
New York
$329K -$985K -8,945 -75%
OC
1143
Oakworth Capital
Alabama
$327K +$2.42K +22 +0.7%
AR
1144
Apeiron RIA
Texas
$327K -$26.3K -239 -8%
WA
1145
Waystone Advisors
Washington
$326K +$326K +2,960 New
RG
1146
Renaissance Group
Kentucky
$326K +$4.63K +42 +1%
MWM
1147
Maridea Wealth Management
New York
$326K +$325K +2,954 New
BRG
1148
Bay Rivers Group
Virginia
$325K – – –
DWML
1149
Decker Wealth Management LLC
Tennessee
$324K +$324K +2,940 New
FHC
1150
First Horizon Corporation
Tennessee
$324K +$10.8K +98 +3%