Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1576
Heritage Wealth Advisors
Virginia
$800K -$35.4K -194 -4%
CHC
1577
City Holding Co
West Virginia
$795K +$2.74K +15 +0.4%
CWA
1578
CJM Wealth Advisers
Virginia
$794K +$1.09K +6 +0.1%
PFGIA
1579
Patriot Financial Group Insurance Agency
Massachusetts
$794K +$9.85K +54 +1%
CHJWM
1580
Carlton Hofferkamp & Jenks Wealth Management
Texas
$791K -$79.2K -434 -8%
BFO
1581
Boston Family Office
Massachusetts
$791K +$201K +1,102 +36%
WA
1582
Waddell & Associates
Tennessee
$791K +$47.6K +261 +7%
PFA
1583
Pure Financial Advisors
California
$790K +$67.3K +369 +10%
NRI
1584
NFP Retirement Inc
California
$789K +$391K +2,145 +108%
LWA
1585
Lantern Wealth Advisors
New York
$788K -$182K -999 -19%
PC
1586
Port Capital
Illinois
$787K -$77.7K -426 -9%
AC
1587
Abbrea Capital
California
$787K – – –
SC
1588
Stephens Consulting
Michigan
$786K +$547 +3 +0.1%
GA
1589
Geller Advisors
New York
$783K -$40.7K -223 -5%
AI
1590
Accredited Investors
Minnesota
$782K -$38.3K -210 -5%
ECU
1591
Eisler Capital (UK)
United Kingdom
$779K -$2.86M -15,690 -79%
CHA
1592
Carmichael Hill & Associates
Maryland
$779K -$365 -2 -0%
CFD
1593
Creative Financial Designs
Indiana
$778K +$170K +934 +30%
BIC
1594
Beach Investment Counsel
Pennsylvania
$777K – – –
GJWM
1595
Gilliland Jeter Wealth Management
Arkansas
$775K +$1.09K +6 +0.1%
HAS
1596
HBW Advisory Services
California
$774K – – –
IPW
1597
Invictus Private Wealth
Colorado
$774K -$21.2K -116 -3%
WC
1598
Whitney & Co
New York
$772K -$14.6K -80 -2%
MG
1599
Mather Group
Illinois
$772K -$52.9K -290 -6%
RWM
1600
Rench Wealth Management
Texas
$770K +$368K +2,017 +100%