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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
1001
First Personal Financial Services
North Carolina
$3.83M -$20.4K -387 -0.5%
EB
1002
Eastern Bank
Massachusetts
$3.83M +$27.7K +527 +0.7%
TCCM
1003
Timber Creek Capital Management
Massachusetts
$3.82M +$1.42M +27,002 +60%
FC
1004
Fusion Capital
South Carolina
$3.8M +$192K +3,644 +5%
AAMA
1005
Advanced Asset Management Advisors
Ohio
$3.8M
SWMG
1006
Signature Wealth Management Group
Georgia
$3.8M -$97.6K -1,856 -3%
IWC
1007
Integrated Wealth Concepts
Massachusetts
$3.78M +$176K +3,354 +5%
WSTAM
1008
Wilbanks Smith & Thomas Asset Management
Virginia
$3.78M +$261K +4,971 +7%
PCA
1009
Personal Capital Advisors
California
$3.77M -$230K -4,378 -6%
HIC
1010
Holderness Investments Company
North Carolina
$3.76M +$32.2K +613 +0.9%
CFA
1011
Carroll Financial Associates
North Carolina
$3.72M +$8.99K +171 +0.2%
LCP
1012
Legacy Capital Partners
Wisconsin
$3.71M +$113K +2,155 +3%
FTDI
1013
First Trust Direct Indexing
Massachusetts
$3.69M +$1.19M +22,611 +48%
CI
1014
CX Institutional
Indiana
$3.68M -$267K -5,082 -7%
HRC
1015
Hoertkorn Richard Charles
$3.68M +$247K +4,700 +7%
BOC
1016
Barbara Oil Co
Illinois
$3.65M
B
1017
Bailard
California
$3.65M +$217K +4,118 +6%
FCA
1018
FinTrust Capital Advisors
South Carolina
$3.65M +$189K +3,586 +6%
APA
1019
American Portfolios Advisors
New York
$3.63M +$727K +13,821 +25%
LIM
1020
Leavell Investment Management
Alabama
$3.63M
AC
1021
Abbrea Capital
California
$3.63M +$86.3K +1,640 +2%
HWM
1022
Hohimer Wealth Management
Washington
$3.62M +$158K +3,003 +5%
WAOTB
1023
Wealth Advisors of Tampa Bay
Florida
$3.59M +$283K +5,375 +9%
BONH
1024
Bank of New Hampshire
New Hampshire
$3.58M +$3.56M +67,625 New
PGAM
1025
Princeton Global Asset Management
New Jersey
$3.58M +$45.4K +864 +1%