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Name Holding Trade Value Shares
Change
Change in
Stake
FDS
976
First Dallas Securities
Texas
$229K +$234K +1,450 New
HIP
977
HUB Investment Partners
Texas
$228K +$233K +1,445 New
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$225K +$11.9K +74 +5%
CT
979
Caldwell Trust
Florida
$223K
PNAA
980
Pictet North America Advisors
Switzerland
$221K
TA
981
Tectonic Advisors
Texas
$221K
CIA
982
Capital Investment Advisors
Georgia
$221K +$8.06K +50 +4%
GA
983
Geller Advisors
New York
$221K +$75.6K +469 +51%
PCMC
984
Paragon Capital Management (Colorado)
Colorado
$218K
MIC
985
Means Investment Company
Maine
$216K
LFA
986
Legacy Financial Advisors
Kentucky
$214K +$218K +1,352 New
OIA
987
OneDigital Investment Advisors
Kansas
$213K -$18.4K -114 -8%
Dodge & Cox
988
Dodge & Cox
California
$213K -$12.9K -80 -6%
AM
989
Atwater Malick
Pennsylvania
$213K
EP
990
Eudaimonia Partners
Tennessee
$212K -$72.3K -449 -25%
CSIC
991
Clifford Swan Investment Counsel
California
$212K
SAM
992
Silvercrest Asset Management
New York
$211K +$215K +1,333 New
AFS
993
Axiom Financial Strategies
Indiana
$210K +$214K +1,327 New
FI
994
Fosun International
China
$209K -$4.03M -24,981 -95%
EM
995
Excalibur Management
Massachusetts
$209K -$47.9K -297 -18%
IWM
996
IHT Wealth Management
Illinois
$209K +$213K +1,325 New
CFGS
997
Concourse Financial Group Securities
Alabama
$208K -$326K -2,021 -61%
AW
998
ACG Wealth
Georgia
$208K -$8.38K -52 -4%
SPWG
999
Sage Private Wealth Group
Illinois
$204K -$8.22K -51 -4%
FFBTD
1000
First Financial Bank - Trust Division
Ohio
$203K -$27.6K -171 -12%