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Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
1551
Guardian Wealth Management (Illinois)
Illinois
$947K -$45.9K -537 -4%
JWA
1552
JFS Wealth Advisors
Pennsylvania
$947K +$10.6K +124 +1%
TPW
1553
Transatlantique Private Wealth
New York
$946K -$377K -4,415 -27%
CBA
1554
Coastal Bridge Advisors
Connecticut
$946K +$33.3K +390 +3%
RT
1555
Rockland Trust
Massachusetts
$944K +$2.39K +28 +0.2%
AFG
1556
Atomi Financial Group
New York
$944K -$9.22K -108 -0.9%
BFP
1557
Briaud Financial Planning
Texas
$942K +$993K +11,626 New
JPLA
1558
Joseph P. Lucia & Associates
New York
$942K -$21.2K -248 -2%
DSC
1559
Duncker Streett & Co
Missouri
$940K -$64.1K -750 -6%
SAA
1560
Southeast Asset Advisors
Georgia
$940K +$10.2K +120 +1%
BSA
1561
Braun Stacey Associates
New York
$938K -$11.7M -137,074 -92%
ACA
1562
Atlas Capital Advisors
Wyoming
$937K -$111K -1,300 -10%
ACM
1563
Allred Capital Management
Texas
$936K +$2.39K +28 +0.2%
PCM
1564
Palouse Capital Management
Washington
$933K +$4.01K +47 +0.4%
GWS
1565
Glassman Wealth Services
Virginia
$933K +$361K +4,226 +58%
CAI
1566
Capital Advisors Inc
Oklahoma
$931K -$118K -1,387 -11%
EM
1567
ELCO Management
New York
$929K -$154K -1,806 -14%
CFG
1568
Carr Financial Group
Massachusetts
$927K +$184K +2,157 +25%
SAF
1569
Smith Anglin Financial
Texas
$922K +$25.6K +300 +3%
HKIM
1570
Hayek Kallen Investment Management
Alabama
$920K +$169K +1,980 +21%
ACM
1571
AlphaStar Capital Management
North Carolina
$918K +$967K +11,326 New
ANBT
1572
American National Bank & Trust
Texas
$916K -$3.09M -36,137 -76%
ZCI
1573
Zevenbergen Capital Investments
Washington
$915K -$14.9K -175 -2%
GSWM
1574
Greenup Street Wealth Management
Michigan
$915K +$140K +1,640 +17%
CA
1575
Cornerstone Advisory
Maryland
$914K -$62.5K -732 -6%