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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
1251
Hudson Edge Investment Partners
New Jersey
$976K
LIM
1252
Leavell Investment Management
Alabama
$974K -$11.2K -32 -1%
TTWM
1253
TCV Trust & Wealth Management
Virginia
$971K +$4.22K +12 +0.5%
NHC
1254
Nicholas Hoffman & Company
Georgia
$971K +$14.1K +40 +2%
NFG
1255
Next Financial Group
Texas
$970K -$233K -664 -20%
PFM
1256
Parsec Financial Management
North Carolina
$970K -$48.1K -137 -5%
HW
1257
Hedeker Wealth
Illinois
$965K -$17.6K -50 -2%
BG
1258
Bahl & Gaynor
Ohio
$964K
MWM
1259
Modera Wealth Management
New Jersey
$961K +$43.2K +123 +5%
ATFA
1260
All Terrain Financial Advisors
Minnesota
$954K -$109K -310 -11%
SBWM
1261
Sunflower Bank Wealth Management
Arizona
$952K -$47.4K -135 -5%
Rockefeller Capital Management
1262
Rockefeller Capital Management
New York
$952K -$45.7K -130 -5%
BPCA
1263
Bank Pictet & Cie (Asia)
Singapore
$951K -$527K -1,501 -37%
KFA
1264
Kelleher Financial Advisors
New York
$949K -$58.7K -167 -6%
LC
1265
Lourd Capital
California
$944K +$892K +2,538 New
UWM
1266
USAdvisors Wealth Management
Minnesota
$943K -$12.3K -35 -1%
CG
1267
Caprock Group
Idaho
$939K -$182K -519 -17%
CP
1268
Coho Partners
Pennsylvania
$935K
FPA
1269
First Pacific Advisors
California
$930K
NERM
1270
New England Research & Management
Illinois
$930K +$307K +875 +54%
FWCM
1271
First Western Capital Management
California
$929K -$45K -128 -5%
SFSG
1272
Stearns Financial Services Group
North Carolina
$927K -$11.2K -32 -1%
NF
1273
Nikulski Financial
Iowa
$926K -$10.5K -30 -1%
ZCI
1274
Zevenbergen Capital Investments
Washington
$920K -$14.4K -41 -2%
SWA
1275
SFMG Wealth Advisors
Texas
$920K -$2.46K -7 -0.3%