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Name Holding Trade Value Shares
Change
Change in
Stake
PGF
1601
Plan Group Financial
Oklahoma
$935K +$83.1K +424 +11%
DDC
1602
DF Dent & Co
Maryland
$935K -$78.4K -400 -9%
MTIC
1603
Missouri Trust & Investment Company
Missouri
$931K -$16.3K -83 -2%
WBWA
1604
William B. Walkup & Associates
South Carolina
$929K -$23.1K -118 -3%
DWA
1605
Delos Wealth Advisors
Texas
$929K +$98K +500 +14%
HGERS
1606
Householder Group Estate & Retirement Specialist
Arizona
$928K +$50.8K +259 +7%
LI
1607
LRI Investments
Florida
$923K +$60.8K +310 +8%
CAM
1608
Close Asset Management
United Kingdom
$920K +$377K +1,925 +86%
SIA
1609
SeaBridge Investment Advisors
New Jersey
$920K -$198K -1,010 -20%
MCP
1610
Mirador Capital Partners
California
$918K -$266K -1,358 -25%
LIA
1611
LifePlan Investment Advisors
North Carolina
$914K +$3.73K +19 +0.5%
STA
1612
Smith Thornton Advisors
Alabama
$913K +$13.9K +71 +2%
MLA
1613
My Legacy Advisors
Oregon
$912K -$142K -725 -15%
HBT
1614
Heartland Bank & Trust
Illinois
$912K -$26.9K -137 -3%
CIA
1615
Cape Investment Advisory
Georgia
$911K +$1.18K +6 +0.1%
PFGIA
1616
Patriot Financial Group Insurance Agency
Massachusetts
$911K -$21K -107 -3%
GA
1617
Geller Advisors
New York
$910K +$3.92K +20 +0.5%
PC
1618
Port Capital
Illinois
$910K -$9.02K -46 -1%
NA
1619
Navellier & Associates
Nevada
$909K -$262K -1,337 -25%
Fiera Capital (Canada)
1620
Fiera Capital (Canada)
Quebec, Canada
$908K +$27.8K +142 +4%
LCGC
1621
Legacy Capital Group California
California
$908K -$54.7K -279 -6%
CHC
1622
City Holding Co
West Virginia
$906K -$12.7K -65 -2%
ABWM
1623
Alpine Bank Wealth Management
Colorado
$906K +$804K +4,098 New
OAM
1624
Oak Asset Management
California
$902K -$230K -1,174 -22%
HWA
1625
Heritage Wealth Advisors
Virginia
$901K +$68.8K +351 +9%