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Name Holding Trade Value Shares
Change
Change in
Stake
MW
1651
Marcum Wealth
Ohio
$775K +$15.8K +59 +2%
MIC
1652
Meridian Investment Counsel
California
$775K +$196K +733 +32%
First Citizens Bank & Trust
1653
First Citizens Bank & Trust
North Carolina
$773K +$66.4K +248 +9%
PA
1654
Probity Advisors
Texas
$766K +$46.8K +175 +6%
TP
1655
Tranquility Partners
Tennessee
$765K – – –
MWA
1656
Midland Wealth Advisors
Illinois
$763K +$6.42K +24 +0.8%
KIC
1657
Kensington Investment Counsel
California
$762K +$150K +560 +23%
CWA
1658
Consilium Wealth Advisory
Texas
$761K -$334K -1,249 -30%
CCWM
1659
Correct Capital Wealth Management
Missouri
$759K +$512K +1,915 +185%
FTIS
1660
First Trust Investment Solutions
Florida
$759K +$357K +1,333 +82%
KC
1661
Knuff & Co
California
$756K – – –
AFT
1662
Alpha Family Trust
California
$755K – – –
HBW
1663
Hazlett, Burt & Watson
West Virginia
$754K +$3.48K +13 +0.4%
BB
1664
Burford Brothers
Texas
$753K +$106K +395 +16%
CIA
1665
Cape Investment Advisory
Georgia
$753K +$261K +975 +50%
BCM
1666
Bienville Capital Management
New York
$752K – – –
TA
1667
TFG Advisers
Michigan
$749K +$24.6K +92 +3%
Migdal Insurance & Financial Holdings
1668
Migdal Insurance & Financial Holdings
Israel
$745K +$250K +936 +47%
FNFDCM
1669
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$738K +$371K +1,385 +93%
AWAG
1670
ARS Wealth Advisors Group
Florida
$735K -$57.8K -216 -7%
AWM
1671
Avitas Wealth Management
California
$734K -$40.9K -153 -5%
Mill Creek Capital Advisors
1672
Mill Creek Capital Advisors
Pennsylvania
$730K +$64.2K +240 +9%
SCI
1673
S&CO Inc
Massachusetts
$729K -$35.3K -132 -4%
CIG
1674
Cascade Investment Group
Colorado
$722K -$29.4K -110 -4%
KWMG
1675
King Wealth Management Group
Florida
$720K +$570K +2,132 +318%