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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
1101
Castle Rock Wealth Management
California
$187K -$23.5K -1,676 -9%
NHC
1102
Nicholas Hoffman & Company
Georgia
$187K +$37.4K +2,670 +19%
ESBC
1103
E.S. Barr & Co
Kentucky
$187K +$233K +16,675 New
BEAM
1104
Baker Ellis Asset Management
Washington
$185K -$14K -1,000 -6%
KMWM
1105
Keudell/Morrison Wealth Management
Oregon
$185K -$140 -10 -0.1%
VC
1106
Vestor Capital
Illinois
$185K +$13.6K +975 +6%
LCM
1107
LCM Capital Management
Illinois
$184K -$14K -1,000 -6%
6F
1108
626 Financial
Michigan
$184K +$3.4K +243 +2%
PWP
1109
Perfromance Wealth Partners
Illinois
$184K +$229K +16,389 New
MWM
1110
Merriman Wealth Management
Washington
$183K -$938K -67,047 -80%
BFIM
1111
Beese Fulmer Investment Management
Ohio
$182K -$69.6K -4,970 -23%
CFG
1112
Cooper Financial Group
California
$182K -$16.8K -1,202 -7%
WA
1113
WBH Advisory
Maryland
$181K -$25.7K -1,836 -10%
SPAS
1114
Spectrum Planning & Advisory Services
California
$181K +$308 +22 +0.1%
MW
1115
MBL Wealth
North Carolina
$181K +$1.65K +118 +0.7%
KCM
1116
Kathmere Capital Management
Pennsylvania
$181K +$226K +16,137 New
PP
1117
PFS Partners
New Jersey
$180K +$14.3K +1,019 +7%
MCM
1118
Maple Capital Management
Vermont
$180K
TLP
1119
Trinity Legacy Partners
Texas
$180K +$10.1K +723 +5%
TC
1120
Telemus Capital
Michigan
$180K +$12.4K +889 +6%
CTC
1121
Central Trust Company
Missouri
$179K +$20.8K +1,485 +10%
MWM
1122
Mattern Wealth Management
Kansas
$179K +$74.2K +5,301 +50%
CWM
1123
Curi Wealth Management
North Carolina
$179K +$111K +7,958 +99%
NEWAS
1124
N.E.W. Advisory Services
Wisconsin
$178K +$7.89K +564 +4%
JE
1125
JMAC Enterprises
Pennsylvania
$178K +$19.8K +1,412 +10%