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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1651
Intercontinental Wealth Advisors
Texas
$110K -$25.9K -502 -23%
BL
1652
Balentine LLC
Georgia
$108K +$66.7K +1,292 +201%
FP
1653
Financial Perspectives
Minnesota
$108K +$99.9K +1,934 New
ONST
1654
Old North State Trust
North Carolina
$107K -$60.9K -1,179 -38%
WG
1655
Welch Group
Alabama
$106K -$25.4K -492 -20%
PP
1656
PDS Planning
Ohio
$106K -$827 -16 -0.8%
FMB
1657
Field & Main Bank
Kentucky
$106K – – –
EWM
1658
Edge Wealth Management
New York
$106K +$26.8K +519 +37%
LPIC
1659
LeJeune Puetz Investment Counsel
Michigan
$105K -$55.4K -1,072 -36%
WLPWM
1660
Walled Lake Planning & Wealth Management
Illinois
$105K +$97.9K +1,895 New
WPA
1661
West Paces Advisors
Georgia
$102K +$3.05K +59 +3%
ME
1662
McIlrath & Eck
Washington
$97K -$4.8K -93 -5%
SCM
1663
Silvant Capital Management
Georgia
$97K – – –
AWM
1664
Atticus Wealth Management
Florida
$97K +$90.5K +1,751 New
MCWA
1665
Meadow Creek Wealth Advisors
Georgia
$97K +$654K +12,658 New
FIB
1666
First Interstate Bank
Montana
$96K -$7.96K -154 -8%
WC
1667
Whitnell & Co
Illinois
$94K -$125K -2,410 -59%
OC
1668
Oakworth Capital
Alabama
$94K -$35.8K -693 -31%
OSAM
1669
O'Shaughnessy Asset Management
Connecticut
$93K +$85.5K +1,654 +16,540%
TA
1670
TFG Advisers
Michigan
$92K +$85.7K +1,658 New
Loomis, Sayles & Company
1671
Loomis, Sayles & Company
Massachusetts
$90K -$64.2K -1,242 -43%
AAP
1672
Arax Advisory Partners
Colorado
$88K -$1.14K -22 -1%
CA
1673
Centerpoint Advisors
Massachusetts
$88K – – –
APC
1674
Aspire Private Capital
North Carolina
$88K +$19.5K +377 +31%
IFAM
1675
Institutional & Family Asset Management
Colorado
$87K -$7.23K -140 -8%