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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1101
Simon Quick Advisors
New Jersey
$968K +$14.5K +81 +1%
HR
1102
Hardy Reed
Mississippi
$964K -$4.28K -24 -0.4%
CPA
1103
Court Place Advisors
Maryland
$962K -$120K -675 -10%
TIA
1104
Traphagen Investment Advisors
New Jersey
$962K +$40.3K +226 +4%
HH
1105
HWG Holdings
Texas
$962K -$639K -3,581 -38%
WLG
1106
Williamson Legacy Group
Indiana
$959K +$6.42K +36 +0.6%
BTW
1107
Boston Trust Walden
Massachusetts
$957K +$62.5K +350 +6%
XF
1108
XML Financial
Maryland
$957K +$40.3K +226 +4%
CAI
1109
Capital Advisors Inc
Oklahoma
$955K +$42.5K +238 +4%
RP
1110
Raelipskie Partnership
Ontario, Canada
$953K +$3.57K +20 +0.4%
MYIA
1111
Mount Yale Investment Advisors
Colorado
$951K +$773K +4,330 +316%
BWM
1112
Buckley Wealth Management
Nevada
$942K -$62.5K -350 -6%
BT
1113
Banque Transatlantique
France
$941K +$1.01M +5,673 New
JCM
1114
Jacobi Capital Management
Pennsylvania
$940K -$13.9K -78 -1%
AFAS
1115
Acorn Financial Advisory Services
Virginia
$937K -$43.4K -243 -4%
ICCON
1116
Investment Counsel Company of Nevada
Nevada
$937K +$1M +5,617 New
GFP
1117
Gryphon Financial Partners
Ohio
$936K -$72.3K -405 -7%
OPA
1118
Old Port Advisors
Maine
$936K +$13.9K +78 +1%
TWM
1119
TriaGen Wealth Management
California
$935K +$6.6K +37 +0.7%
SMC
1120
Smith, Moore & Co
Missouri
$933K +$16.2K +91 +2%
VVP
1121
Venture Visionary Partners
Ohio
$932K +$51K +286 +5%
SA
1122
Sovran Advisors
California
$931K +$939K +5,264 New
BG
1123
Bahl & Gaynor
Ohio
$931K +$5.35K +30 +0.5%
FA
1124
Fagan Associates
New York
$927K -$91.2K -511 -8%
FHA
1125
First Horizon Advisors
Tennessee
$924K -$12.5K -70 -1%