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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1551
Smith, Moore & Co
Missouri
$296K +$10.4K +53 +4%
BRWM
1552
B. Riley Wealth Management
Tennessee
$296K +$281K +1,426 New
TIA
1553
Tiemann Investment Advisors
California
$294K – – –
SSW
1554
Smith Shellnut Wilson
Mississippi
$294K +$279K +1,418 New
SWA
1555
SFMG Wealth Advisors
Texas
$292K -$1.14M -5,765 -79%
KLI
1556
Kelman-Lazarov Inc
Tennessee
$292K -$10.1K -51 -3%
CAI
1557
Capital Advisors Inc
Oklahoma
$292K – – –
CAM
1558
Cidel Asset Management
Ontario, Canada
$288K -$44.3K -225 -14%
STA
1559
Summit Trail Advisors
New York
$288K +$274K +1,390 New
ATC
1560
Adirondack Trust Company
New York
$286K +$3.35K +17 +1%
BI
1561
Ballast Inc
Kentucky
$286K +$272K +1,380 New
AIP
1562
Almanack Investment Partners
Pennsylvania
$286K +$285K +1,447 New
MPAM
1563
Murphy Pohlad Asset Management
Minnesota
$285K – – –
MCM
1564
McRae Capital Management
New Jersey
$283K -$296K -1,500 -52%
NVCHI
1565
New Vernon Capital Holdings II
New Jersey
$282K +$23.6K +120 +10%
ECM
1566
EagleClaw Capital Management
Massachusetts
$281K – – –
SRC
1567
Stone Run Capital
New York
$280K – – –
TC
1568
Trilogy Capital
California
$279K +$9.26K +47 +4%
THWM
1569
Taylor Hoffman Wealth Management
Virginia
$279K +$42.4K +215 +19%
CC
1570
Cedar Capital
Illinois
$279K +$265K +1,345 New
OA
1571
Oxbow Advisors
Texas
$278K -$9.85K -50 -4%
SCM
1572
Stordahl Capital Management
Colorado
$278K – – –
TFO
1573
Tarbox Family Office
California
$278K – – –
MWPCG
1574
Measured Wealth Private Client Group
New Hampshire
$278K +$1.58K +8 +0.6%
KWMG
1575
King Wealth Management Group
Florida
$277K +$5.71K +29 +2%