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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1301
Laffer Tengler Investments
Tennessee
$402K +$213K +1,266 +144%
BCA
1302
Berman Capital Advisors
Georgia
$401K +$38.8K +230 +12%
SAS
1303
Stelac Advisory Services
New York
$399K +$359K +2,128 New
BFIM
1304
Beese Fulmer Investment Management
Ohio
$397K +$357K +2,117 New
CFA
1305
Carroll Financial Associates
North Carolina
$396K -$9.77K -58 -3%
SWA
1306
Sutton Wealth Advisors
Florida
$395K -$18K -107 -5%
WA
1307
Wealth Advisors
California
$395K
IWA
1308
Intercontinental Wealth Advisors
Texas
$395K +$355K +2,109 New
VWM
1309
Venturi Wealth Management
Texas
$394K +$355K +2,105 New
P
1310
&Partners
Tennessee
$392K -$5.39K -32 -2%
HA
1311
Harfst & Associates
Wyoming
$392K -$3.54K -21 -1%
Verition Fund Management
1312
Verition Fund Management
Connecticut
$391K -$362K -2,148 -51%
EW
1313
Evoke Wealth
California
$391K -$174K -1,031 -33%
NG
1314
Northstar Group
New York
$391K +$352K +2,090 New
AF
1315
Allworth Financial
California
$387K
Fayez Sarofim & Co
1316
Fayez Sarofim & Co
Texas
$386K +$34.5K +205 +11%
IA
1317
IFG Advisory
Georgia
$386K +$348K +2,063 New
JHP
1318
James Hambro & Partners
United Kingdom
$384K
GAMC
1319
Garner Asset Management Corp
Texas
$384K +$12.3K +73 +4%
DWM
1320
Dakota Wealth Management
Florida
$383K -$1.85K -11 -0.5%
OFS
1321
Orrstown Financial Services
Pennsylvania
$379K -$127K -752 -27%
SHWM
1322
Silicon Hills Wealth Management
Texas
$379K +$341K +2,021 New
CA
1323
Calton & Associates
Florida
$378K -$46.7K -277 -12%
JCM
1324
Jacobi Capital Management
Pennsylvania
$378K +$13.5K +80 +4%
OAM
1325
Occidental Asset Management
California
$376K -$71.9K -427 -18%