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Name Holding Trade Value Shares
Change
Change in
Stake
EP
801
Eudaimonia Partners
Tennessee
$247K -$125K -883 -33%
CIC
802
Crawford Investment Counsel
Georgia
$246K
PWM
803
Perigon Wealth Management
California
$245K +$18.7K +132 +8%
SA
804
SL Advisors
New Jersey
$245K
MA
805
Mutual Advisors
Nebraska
$244K -$29K -204 -11%
FANJ
806
Financial Architects (New Jersey)
New Jersey
$244K -$4.54K -32 -2%
LWP
807
Lumature Wealth Partners
Georgia
$243K -$14.1K -99 -5%
IFG
808
Independent Financial Group
California
$243K +$246K +1,732 New
SC
809
Saturna Capital
Washington
$243K -$19.9K -140 -7%
MWM
810
Modera Wealth Management
New Jersey
$242K -$284 -2 -0.1%
FHA
811
First Horizon Advisors
Tennessee
$241K -$1.14K -8 -0.5%
HBWM
812
Hollow Brook Wealth Management
New York
$240K
WJWM
813
Williams Jones Wealth Management
New York
$240K
MFG
814
Merit Financial Group
Georgia
$240K +$1.7K +12 +0.7%
SFI
815
SPC Financial Inc
Maryland
$240K +$21.3K +150 +10%
CFA
816
CWS Financial Advisors
Michigan
$239K +$176K +1,239 New
CCB
817
Country Club Bank
Missouri
$239K
MSS
818
Mitchell Sinkler & Starr
Pennsylvania
$238K -$14.2K -100 -6%
AssetMark Inc
819
AssetMark Inc
California
$235K +$194K +1,369 +449%
AIP
820
Ameritas Investment Partners
Nebraska
$234K
FWP
821
FAS Wealth Partners
Kansas
$233K -$87K -613 -27%
IIA
822
Integral Investment Advisors
California
$232K
BCWM
823
Bartlett & Co Wealth Management
Ohio
$231K +$84.7K +597 +57%
BC
824
Bartlett & Co
Ohio
$231K +$84.7K +597 +57%
WAS
825
Wealth Advisory Solutions
Indiana
$231K -$82.3K -580 -26%