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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
826
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.48M +$21.8K +103 +1%
I
827
INVST
Indiana
$1.47M -$353K -1,672 -18%
GT
828
Greenleaf Trust
Michigan
$1.47M +$34.9K +165 +2%
EWM
829
Elite Wealth Management
Washington
$1.47M +$161K +761 +12%
MF
830
Manchester Financial
California
$1.47M +$58.7K +278 +4%
LFAS
831
Level Four Advisory Services
Texas
$1.47M +$671K +3,175 +77%
BFM
832
Boston Financial Management
Massachusetts
$1.46M -$27.3K -129 -2%
GT
833
Glenview Trust
Kentucky
$1.46M +$37K +175 +2%
FCFS
834
First Command Financial Services
Texas
$1.44M -$26.8K -127 -2%
HCA
835
Horan Capital Advisors
Ohio
$1.44M -$45.2K -214 -3%
CW
836
CreativeOne Wealth
Kansas
$1.43M +$198K +936 +15%
PWP
837
Pursue Wealth Partners
California
$1.43M +$1.51M +7,125 New
BWM
838
BNC Wealth Management
Oregon
$1.42M -$803K -3,802 -35%
LWCFA
839
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.42M +$271K +1,281 +22%
MI
840
Markston International
New York
$1.42M -$97.4K -461 -6%
CIS
841
Capital International Sarl
California
$1.42M +$1.2M +5,665 +411%
SFP
842
Sandbox Financial Partners
Maryland
$1.42M +$15.8K +75 +1%
FCM
843
Fortis Capital Management
Washington
$1.41M -$482K -2,282 -25%
PTC
844
Private Trust Company
Ohio
$1.41M -$32.5K -154 -2%
SBH
845
Segall Bryant & Hamill
Illinois
$1.41M +$355K +1,680 +31%
CWM
846
Congress Wealth Management
Massachusetts
$1.41M +$1.48M +7,009 New
ARC
847
Advisor Resource Council
Texas
$1.41M +$1.22M +5,786 +487%
BSI
848
Bennett Selby Investments
Maine
$1.4M +$218K +1,033 +17%
CSPIA
849
Cary Street Partners Investment Advisory
Virginia
$1.4M +$32.1K +152 +2%
IAS
850
Investment Advisory Services
Texas
$1.4M +$72.9K +345 +5%