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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1676
Kurt F. Somerville
$979K -$27.9K -600 -3%
FFWA
1677
FRG Family Wealth Advisors
Washington
$979K
FCCM
1678
First City Capital Management
Georgia
$974K -$10.3K -222 -1%
PWP
1679
Principle Wealth Partners
Connecticut
$963K +$28.9K +621 +3%
MLFP
1680
MPS Loria Financial Planners
Illinois
$961K +$3.35K +72 +0.4%
NHC
1681
Nicholas Hoffman & Company
Georgia
$958K +$36.9K +794 +4%
NNP
1682
Nachman Norwood & Parrott
South Carolina
$958K +$45K +968 +5%
MPAM
1683
Murphy Pohlad Asset Management
Minnesota
$958K +$428K +9,210 +86%
BST
1684
Bath Savings Trust
Maine
$953K -$69.9K -1,503 -7%
PCAP
1685
Pratt Collard Advisory Partners
New York
$953K -$49.3K -1,060 -5%
BPA
1686
Beacon Pointe Advisors
California
$952K +$197K +4,249 +27%
TIA
1687
Traphagen Investment Advisors
New Jersey
$952K +$883 +19 +0.1%
TIA
1688
Tiemann Investment Advisors
California
$950K +$8.13K +175 +0.9%
OFS
1689
OneAscent Financial Services
Alabama
$948K +$918K +19,757 New
CIAS
1690
Capital Investment Advisory Services
North Carolina
$944K +$72.5K +1,559 +9%
PH
1691
Pinnacle Holdings
Oklahoma
$943K -$279 -6 -0%
V
1692
VeraBank
Texas
$941K -$30.2K -650 -3%
KWA
1693
KCS Wealth Advisory
California
$940K -$29.7K -638 -3%
CIG
1694
Cairn Investment Group
Washington
$937K +$909K +19,556 New
CA
1695
Cortland Associates
Missouri
$936K +$429K +9,235 +90%
KPW
1696
Kore Private Wealth
New York
$931K +$56.3K +1,211 +7%
RCA
1697
Ranch Capital Advisors
Florida
$930K -$124K -2,666 -12%
GWS
1698
Glassman Wealth Services
Virginia
$928K +$21.5K +463 +2%
BI
1699
Ballast Inc
Kentucky
$927K +$9.67K +208 +1%
IWP
1700
Insight Wealth Partners
Texas
$927K +$898K +19,319 New