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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
801
Everhart Financial Group
Ohio
$251K +$15.8K +111 +7%
CP
802
Camelot Portfolios
Ohio
$248K +$251K +1,768 New
EP
803
Eudaimonia Partners
Tennessee
$247K -$125K -883 -33%
CIC
804
Crawford Investment Counsel
Georgia
$246K – – –
PWM
805
Perigon Wealth Management
California
$245K +$18.7K +132 +8%
SA
806
SL Advisors
New Jersey
$245K – – –
MA
807
Mutual Advisors
Nebraska
$244K -$29K -204 -11%
FANJ
808
Financial Architects (New Jersey)
New Jersey
$244K -$4.54K -32 -2%
LWP
809
Lumature Wealth Partners
Georgia
$243K -$14.1K -99 -5%
IFG
810
Independent Financial Group
California
$243K +$246K +1,732 New
SC
811
Saturna Capital
Washington
$243K -$19.9K -140 -7%
MWM
812
Modera Wealth Management
New Jersey
$242K -$284 -2 -0.1%
FHA
813
First Horizon Advisors
Tennessee
$241K -$1.14K -8 -0.5%
HBWM
814
Hollow Brook Wealth Management
New York
$240K – – –
WJWM
815
Williams Jones Wealth Management
New York
$240K – – –
MFG
816
Merit Financial Group
Georgia
$240K +$1.7K +12 +0.7%
SFI
817
SPC Financial Inc
Maryland
$240K +$21.3K +150 +10%
CFA
818
CWS Financial Advisors
Michigan
$239K +$176K +1,239 New
CCB
819
Country Club Bank
Missouri
$239K – – –
MSS
820
Mitchell Sinkler & Starr
Pennsylvania
$238K -$14.2K -100 -6%
AssetMark Inc
821
AssetMark Inc
California
$235K +$194K +1,369 +449%
AIP
822
Ameritas Investment Partners
Nebraska
$234K – – –
FWP
823
FAS Wealth Partners
Kansas
$233K -$87K -613 -27%
IIA
824
Integral Investment Advisors
California
$232K – – –
BCWM
825
Bartlett & Co Wealth Management
Ohio
$231K +$84.7K +597 +57%