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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1051
Global Retirement Partners
California
$371K -$31.8K -676 -8%
RG
1052
Rikoon Group
New Mexico
$371K -$23.6K -501 -6%
SWM
1053
Selective Wealth Management
Virginia
$370K +$350K +7,433 New
NHC
1054
Nicholas Hoffman & Company
Georgia
$369K -$74.4K -1,580 -18%
OIA
1055
OneDigital Investment Advisors
Kansas
$369K -$51K -1,084 -12%
IWP
1056
Icon Wealth Partners
Texas
$369K -$15K -318 -4%
HBT
1057
Hills Bank & Trust
Iowa
$368K -$48.8K -1,037 -12%
IWC
1058
Integrated Wealth Concepts
Massachusetts
$368K +$23.8K +505 +7%
CAC
1059
Certified Advisory Corp
Florida
$367K -$22.9K -487 -6%
FBT
1060
First Bankers Trust
Kentucky
$366K -$456K -9,683 -57%
WIC
1061
Wilkins Investment Counsel
Massachusetts
$366K -$398K -8,444 -53%
CANC
1062
Culbertson A N & Co
Virginia
$366K -$79.9K -1,697 -19%
GTAM
1063
Global Trust Asset Management
Florida
$366K -$25.8K -547 -7%
CBFP
1064
Cedar Brook Financial Partners
Ohio
$366K -$330 -7 -0.1%
PSG
1065
Planning Solutions Group
Maryland
$366K +$25.1K +534 +8%
LRPA
1066
L. Roy Papp & Associates
Arizona
$366K +$43.1K +915 +14%
KFA
1067
Kays Financial Advisory
Georgia
$365K +$258K +5,478 +296%
WA
1068
Waverly Advisors
Alabama
$364K -$13.7K -291 -4%
BOPW
1069
Brandywine Oak Private Wealth
Pennsylvania
$363K -$19.2K -407 -5%
KWM
1070
Kingsview Wealth Management
Oregon
$363K +$119K +2,518 +53%
CWG
1071
Cornerstone Wealth Group
North Carolina
$363K +$344K +7,297 New
ET
1072
Equitable Trust
Tennessee
$362K -$76K -1,615 -18%
CPIG
1073
Chicago Partners Investment Group
Illinois
$362K -$58.8K -1,248 -14%
Fayez Sarofim & Co
1074
Fayez Sarofim & Co
Texas
$362K -$13.7K -290 -4%
SW
1075
SlateStone Wealth
Florida
$362K +$342K +7,266 New