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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
801
FLC Capital Advisors
California
$7.02M +$3.59M +23,714 +102%
OIA
802
OneDigital Investment Advisors
Kansas
$7.01M +$904K +5,979 +15%
RDWM
803
Red Door Wealth Management
Tennessee
$7.01M +$1.49M +9,860 +27%
BIAS
804
Beacon Investment Advisory Services
New Jersey
$6.99M +$349K +2,305 +5%
AAMA
805
Advanced Asset Management Advisors
Ohio
$6.98M +$302 +2 +0%
AWA
806
Arkadios Wealth Advisors
Georgia
$6.97M +$3.22M +21,281 +84%
PMG
807
ProVise Management Group
Florida
$6.96M +$328K +2,166 +5%
QPBE
808
Quintet Private Bank (Europe)
Luxembourg
$6.96M +$5.82M +38,484 +471%
MJP
809
Michael J. Puzo
$6.95M +$237K +1,565 +3%
FIM
810
Fruth Investment Management
Texas
$6.93M +$30.2K +200 +0.4%
LKIM
811
Lawson Kroeker Investment Management
Nebraska
$6.91M +$39.6K +262 +0.6%
WAS
812
Wealth Advisory Solutions
Indiana
$6.89M -$1.05M -6,962 -13%
BIG
813
Boothe Investment Group
Delaware
$6.89M -$23K -152 -0.3%
RP
814
Rowlandmiller & Partners
Georgia
$6.89M -$43.4K -287 -0.6%
XF
815
XML Financial
Maryland
$6.89M +$504K +3,332 +8%
EWA
816
EverSource Wealth Advisors
Alabama
$6.88M +$325K +2,152 +5%
HWAM
817
Hennion & Walsh Asset Management
New Jersey
$6.87M +$546K +3,609 +8%
TFS
818
Thoroughbred Financial Services
Tennessee
$6.85M -$109K -720 -2%
FI
819
FJ Investments
Utah
$6.8M +$6.9M +45,600 New
MCM
820
Marathon Capital Management
Maryland
$6.78M -$64.6K -427 -0.9%
GLLW
821
Graves Light Lenhart Wealth
Virginia
$6.78M +$105K +694 +2%
LPT
822
Legacy Private Trust
Wisconsin
$6.77M +$47K +311 +0.7%
FNB
823
Farmers National Bank
Kentucky
$6.74M -$23.3K -154 -0.3%
HC
824
Hourglass Capital
Texas
$6.72M +$202K +1,333 +3%
BSW
825
Buckingham Strategic Wealth
Missouri
$6.7M -$354K -2,343 -5%