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Name Holding Trade Value Shares
Change
Change in
Stake
ET
1201
Equitable Trust
Tennessee
$380K -$56.1K -450 -14%
NC
1202
NinePointTwo Capital
California
$379K
AFC
1203
AFT Forsyth & Company
Florida
$376K
LCM
1204
Liberty Capital Management
Michigan
$376K
TFA
1205
Trinity Financial Advisors
Ohio
$376K
WA
1206
Waddell & Associates
Tennessee
$376K
PMEF
1207
Point72 Middle East FZE
United Arab Emirates
$373K +$327K +2,625 New
VAFP
1208
Vahanian & Associates Financial Planning
New York
$372K -$140K -1,125 -30%
VWM
1209
Vivid Wealth Management
Iowa
$372K +$327K +2,625 New
PWMG
1210
Provence Wealth Management Group
California
$369K -$68.6K -550 -17%
BCA
1211
Bray Capital Advisors
Florida
$369K
FOA
1212
Five Oceans Advisors
California
$369K
WTC
1213
WhitTier Trust Company
Nevada
$369K +$3.12K +25 +1%
TWA
1214
TCI Wealth Advisors
Arizona
$365K -$53K -425 -14%
VAMG
1215
Voisard Asset Management Group
Michigan
$362K +$318K +2,550 New
FG
1216
Fiduciary Group
Georgia
$362K
SFG
1217
Sather Financial Group
Texas
$358K
LFA
1218
Legacy Financial Advisors
Kentucky
$358K +$12.5K +100 +4%
CWM
1219
Centric Wealth Management
Illinois
$355K
NRS
1220
Neville Rodie & Shaw
New York
$355K
AA
1221
Alta Advisers
United Kingdom
$355K
GIA
1222
Guyasuta Investment Advisors
Pennsylvania
$355K
MMHP
1223
Murphy Middleton Hinkle & Parker
Georgia
$355K
NJBEST
1224
New Jersey Better Educational Savings Trust
New Jersey
$355K
PSC
1225
Prentiss Smith & Co
Vermont
$355K