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Name Holding Trade Value Shares
Change
Change in
Stake
Smith Salley Wealth Management
551
Smith Salley Wealth Management
North Carolina
$797K +$41.1K +227 +6%
RIM
552
Redpoint Investment Management
Australia
$796K – – –
Welch & Forbes
553
Welch & Forbes
Massachusetts
$796K – – –
Erste Asset Management
554
Erste Asset Management
Austria
$794K +$20.8K +115 +3%
KFS
555
Kurt F. Somerville
$793K -$54.3K -300 -7%
Avidian Wealth Enterprises
556
Avidian Wealth Enterprises
Texas
$787K +$5.79K +32 +0.8%
Jones Financial Companies
557
Jones Financial Companies
Missouri
$787K +$652K +3,600 +773%
GTCM
558
Gyon Technologies Capital Management
New Jersey
$786K -$1.09M -6,025 -60%
FAM
559
Formidable Asset Management
Ohio
$781K -$2.17K -12 -0.3%
CAPTRUST Financial Advisors
560
CAPTRUST Financial Advisors
North Carolina
$776K +$94K +519 +15%
GFA
561
Gifford Fong Associates
California
$774K – – –
MAM
562
Marquette Asset Management
Minnesota
$774K – – –
PWS
563
Private Wealth Strategies
Ohio
$774K – – –
DI
564
Diligent Investors
California
$769K -$36.2K -200 -5%
VFIC
565
Valley Forge Investment Consultants
Pennsylvania
$768K -$2.72K -15 -0.4%
BS
566
Boenning & Scattergood
Pennsylvania
$759K +$181 +1 +0%
TRIA
567
Trail Ridge Investment Advisors
Colorado
$759K +$710K +3,923 New
FCB
568
First Command Bank
Texas
$756K – – –
LWAC
569
Laurel Wealth Advisors (California)
California
$752K +$703K +3,885 New
KRSITF
570
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$739K +$6.88K +38 +1%
NAMP
571
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$735K – – –
IA
572
Insight Advisors
Pennsylvania
$733K – – –
CCM
573
Cribstone Capital Management
Maine
$731K +$22.1K +122 +3%
HL
574
HeadInvest LLC
Maine
$730K – – –
Bartlett & Co Wealth Management
575
Bartlett & Co Wealth Management
Ohio
$724K – – –