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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
1001
Crescent Grove Advisors
Illinois
$339K +$17.7K +377 +5%
KFA
1002
Kays Financial Advisory
Georgia
$338K -$4.56K -97 -1%
FNT
1003
First Nebraska Trust
Nebraska
$338K -$35.9K -764 -9%
THWM
1004
Taylor Hoffman Wealth Management
Virginia
$336K +$38.7K +823 +12%
MWM
1005
Modera Wealth Management
New Jersey
$336K +$73.5K +1,563 +26%
PAM
1006
Paradigm Asset Management
New York
$336K -$223K -4,735 -39%
SNT
1007
Security National Trust
West Virginia
$335K -$12K -256 -3%
FA
1008
Financial Advisors
Massachusetts
$334K -$62.8K -1,337 -15%
IWP
1009
Icon Wealth Partners
Texas
$333K +$3.24K +69 +0.9%
FCCM
1010
First City Capital Management
Georgia
$332K -$234K -4,972 -40%
IA
1011
IFG Advisory
Georgia
$332K -$120K -2,563 -26%
SWM
1012
Selective Wealth Management
Virginia
$331K -$3.81K -81 -1%
CWM
1013
Connecticut Wealth Management
Connecticut
$330K -$21.8K -464 -6%
EM
1014
ELCO Management
New York
$330K -$12.3K -261 -3%
WP
1015
WealthShield Partners
North Carolina
$330K +$7.8K +166 +2%
NHC
1016
Nicholas Hoffman & Company
Georgia
$328K -$2.82K -60 -0.8%
KLWA
1017
Kelly Lawrence W & Associates
California
$328K
WIC
1018
Wilkins Investment Counsel
Massachusetts
$328K
RG
1019
Rikoon Group
New Mexico
$327K +$47 +1 +0%
AIM
1020
ARK Investment Management
Florida
$326K -$52.7K -1,122 -13%
CIAS
1021
Capital Investment Advisory Services
North Carolina
$326K -$34K -723 -9%
ATFA
1022
All Terrain Financial Advisors
Minnesota
$326K +$5.69K +121 +2%
MFG
1023
Magnus Financial Group
New York
$325K -$337K -7,164 -50%
Fayez Sarofim & Co
1024
Fayez Sarofim & Co
Texas
$324K -$51.4K -1,094 -13%
GRP
1025
Global Retirement Partners
California
$324K +$29.9K +637 +10%