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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
1026
Moody National Bank Trust Division
Texas
$7.12M +$224K +613 +4%
AIM
1027
Arcadia Investment Management
Michigan
$7.12M +$17.9K +49 +0.3%
KWA
1028
Kingswood Wealth Advisors
California
$7.05M +$1.01M +2,756 +19%
CFS
1029
CRA Financial Services
New Jersey
$7.04M -$12.8K -35 -0.2%
SWM
1030
Sugarloaf Wealth Management
Georgia
$7.02M +$149K +409 +2%
SAM
1031
Sompo Asset Management
Japan
$7.02M +$926K +2,540 +17%
ECML
1032
Eagle Capital Management (Louisiana)
Louisiana
$7.01M -$365 -1 -0%
FHA
1033
Flagship Harbor Advisors
Massachusetts
$7.01M -$89K -244 -1%
AMCA
1034
Arthur M. Cohen & Associates
Illinois
$7M -$834K -2,286 -12%
NP
1035
NorthRock Partners
Minnesota
$6.99M +$218K +598 +4%
SFA
1036
Souders Financial Advisors
Ohio
$6.98M +$117K +320 +2%
WIA
1037
Westbourne Investment Advisors
Maryland
$6.98M +$110K +302 +2%
FMB
1038
Field & Main Bank
Kentucky
$6.96M +$20.4K +56 +0.3%
BW
1039
Bison Wealth
Georgia
$6.92M -$1.86M -5,091 -23%
S
1040
SimplyRich
California
$6.92M +$79.5K +218 +1%
MAM
1041
Mirabaud Asset Management
United Kingdom
$6.91M -$164K -451 -3%
SEEDPG
1042
S.E.E.D. Planning Group
New York
$6.91M -$204K -558 -3%
KL
1043
KWMG LLC
Kansas
$6.88M +$365 +1 +0%
SAG
1044
SageView Advisory Group
California
$6.83M -$1.43M -3,912 -19%
CAM
1045
Columbia Asset Management
Michigan
$6.83M -$148K -405 -2%
GI
1046
GS Investments
Minnesota
$6.81M +$5.47K +15 +0.1%
BMO
1047
Beck Mack & Oliver
New York
$6.81M +$602K +1,650 +11%
PWMAG
1048
Pinnacle Wealth Management Advisory Group
New Jersey
$6.81M +$46.7K +128 +0.8%
FNBOMD
1049
First National Bank of Mount Dora
Florida
$6.81M +$286K +785 +5%
WAM
1050
Wallington Asset Management
Indiana
$6.79M +$274K +752 +5%