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Name Holding Trade Value Shares
Change
Change in
Stake
WI
776
WBI Investments
New Jersey
$545K -$463K -1,607 -45%
WB
777
WesBanco Bank
West Virginia
$539K -$24.8K -86 -4%
SCTC
778
Sanibel Captiva Trust Company
Florida
$535K -$123K -426 -18%
MWA
779
Marathon Wealth Advisors
Massachusetts
$533K -$3.75K -13 -0.7%
PMG
780
ProVise Management Group
Florida
$529K -$32K -111 -6%
ORI
781
Oak Ridge Investments
Illinois
$526K -$44.7K -155 -8%
NHC
782
Nicholas Hoffman & Company
Georgia
$524K -$229K -796 -30%
VFA
783
Valeo Financial Advisors
Indiana
$523K +$29.4K +102 +6%
WMA
784
Wealth Management Associates
New Jersey
$520K -$15.3K -53 -3%
PWA
785
Phoenix Wealth Advisors
North Carolina
$519K -$7.5K -26 -1%
HAG
786
HF Advisory Group
Maryland
$519K +$50.2K +174 +10%
SLI
787
Sumitomo Life Insurance
Japan
$518K -$795K -2,757 -60%
HCA
788
Hardworking Capital Advisors
California
$516K +$28K +97 +6%
TCWA
789
Turtle Creek Wealth Advisors
Texas
$516K -$113K -392 -18%
RG
790
Renaissance Group
Kentucky
$515K -$6.34K -22 -1%
SF
791
Summit Financial
New Jersey
$515K +$4.61K +16 +0.9%
BF
792
BOK Financial
Oklahoma
$514K +$258K +895 +97%
DW30
793
Drucker Wealth 3.0
New Jersey
$514K -$30.3K -105 -5%
TCA
794
Transcend Capital Advisors
New Jersey
$514K -$669K -2,320 -56%
SCA
795
Snowden Capital Advisors
New York
$514K -$35.2K -122 -6%
TPA
796
Trivium Point Advisory
Connecticut
$511K +$69.8K +242 +15%
CAM
797
Cresset Asset Management
Illinois
$511K -$71.5K -248 -12%
KFGK
798
Keystone Financial Group (Kentucky)
Kentucky
$507K +$52.5K +182 +11%
KWM
799
KFG Wealth Management
Indiana
$507K +$70.3K +244 +16%
CVM
800
Cheviot Value Management
California
$503K -$2.88K -10 -0.6%