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Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
1701
Novak & Powell Financial Services
Florida
$875K -$295 -1 -0%
PWP
1702
Phillips Wealth Planners
Mississippi
$875K +$84.8K +287 +10%
BTI
1703
Blue Trust Inc
Georgia
$875K +$125K +422 +18%
JSW
1704
Journey Strategic Wealth
New Jersey
$872K -$62.3K -211 -7%
SCA
1705
St. Clair Advisors
Ohio
$872K
Fuller & Thaler Asset Management
1706
Fuller & Thaler Asset Management
California
$872K -$10.1M -34,173 -92%
LCWP
1707
Legacy Capital Wealth Partners
Arkansas
$871K -$72.6K -246 -8%
PP
1708
PDS Planning
Ohio
$869K +$145K +492 +21%
LT
1709
Legacy Trust
Michigan
$866K
GBT
1710
Grove Bank & Trust
Florida
$864K +$6.79K +23 +0.8%
BWCS
1711
Beirne Wealth Consulting Services
Connecticut
$864K
AIC
1712
Argus Investors Counsel
New York
$863K -$267K -905 -25%
KCIC
1713
Kuhn & Co Investment Counsel
Illinois
$862K
SA
1714
Sylvest Advisors
Texas
$862K -$25.4K -86 -3%
IAS
1715
Insigneo Advisory Services
Florida
$861K -$208K -706 -20%
AWM
1716
Allen Wealth Management
North Carolina
$860K
DIP
1717
Davis Investment Partners
North Carolina
$858K +$862K +2,918 New
KLCM
1718
KG&L Capital Management
Louisiana
$858K -$333K -1,128 -29%
TPW
1719
Talon Private Wealth
Florida
$856K +$812K +2,749 New
PIM
1720
Profit Investment Management
Maryland
$856K -$154K -523 -16%
BL
1721
Balentine LLC
Georgia
$855K +$576K +1,950 +245%
BFO
1722
Biltmore Family Office
North Carolina
$855K -$11.2K -38 -1%
DOA
1723
D'Orazio & Associates
Virginia
$854K -$78.5K -266 -9%
LSA
1724
Lion Street Advisors
Texas
$853K +$3.25K +11 +0.4%
PJSIMP
1725
P.J. Schmidt Investment Management (PJS)
Wisconsin
$853K -$16.8K -57 -2%