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Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
1701
Murphy Middleton Hinkle & Parker
Georgia
$297K
RWM
1702
RKL Wealth Management
Pennsylvania
$297K
GAG
1703
GM Advisory Group
New York
$296K -$40.6K -934 -13%
FBT
1704
First Bankers Trust
Kentucky
$295K -$15K -344 -5%
PA
1705
Perennial Advisors
New York
$295K +$3.26K +75 +1%
GAM
1706
Gemmer Asset Management
California
$294K
GIA
1707
Gladstone Institutional Advisory
Florida
$294K +$276K +6,358 New
BCWM
1708
Blue Chip Wealth Management
Florida
$293K +$652 +15 +0.2%
HR
1709
Hayden Royal
North Carolina
$292K +$3.17K +73 +1%
PL
1710
Plancorp LLC
Missouri
$291K -$79K -1,816 -22%
FCIM
1711
Fairview Capital Investment Management
California
$291K
KTA
1712
Keeley-Teton Advisors
Illinois
$289K +$826 +19 +0.3%
BFPW
1713
BOK Financial Private Wealth
Colorado
$289K +$11.8K +272 +5%
CIAS
1714
Capital Investment Advisory Services
North Carolina
$288K -$358K -8,224 -57%
FNFDCM
1715
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$288K
TCB
1716
Texas Capital Bancshares
Texas
$288K
SAM
1717
Shikiar Asset Management
New York
$287K -$159K -3,650 -37%
WIP
1718
Wellesley Investment Partners
Massachusetts
$287K +$8.22K +189 +3%
MCM
1719
Marathon Capital Management
Maryland
$286K -$7.3K -168 -3%
IP
1720
Investment Partners
Ohio
$286K +$217 +5 +0.1%
T
1721
TRUADVICE
Florida
$286K +$277K +6,368 New
KBG
1722
Kahn Brothers Group
New York
$286K -$109K -2,507 -29%
FM
1723
Foster & Motley
Ohio
$284K +$267K +6,131 New
WAS
1724
Wealth Advisory Solutions
Indiana
$283K +$1.87K +43 +0.7%
FA
1725
Fagan Associates
New York
$280K +$9.09K +209 +4%