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Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
1601
Carlton Hofferkamp & Jenks Wealth Management
Texas
$884K +$9.6K +220 +1%
CHA
1602
Carmichael Hill & Associates
Maryland
$877K +$829K +18,989 New
GWS
1603
Glassman Wealth Services
Virginia
$876K -$8.03K -184 -1%
AFP
1604
Ausdal Financial Partners
Iowa
$873K -$37.6K -861 -4%
SSWM
1605
Sheets Smith Wealth Management
North Carolina
$870K -$13.8K -317 -2%
TC
1606
Trust Company
Kansas
$869K +$34.3K +787 +4%
AWM
1607
Aries Wealth Management
Maine
$869K +$846K +19,381 New
KA
1608
Kaizen Advisory
Illinois
$863K +$1.48M +33,854 New
AI
1609
ArchPoint Investors
Florida
$862K -$4.33M -99,313 -84%
PH
1610
Pinnacle Holdings
Oklahoma
$858K +$1.83K +42 +0.2%
VNA
1611
Valley National Advisers
Pennsylvania
$858K -$40.5K -929 -5%
MSU
1612
Mizuho Securities USA
New York
$854K +$140K +3,199 +21%
GHAM
1613
Gilman Hill Asset Management
Connecticut
$852K +$71.2K +1,631 +10%
LOAMS
1614
Lombard Odier Asset Management (Switzerland)
Switzerland
$847K – – –
FBT
1615
First Bankers Trust
Kentucky
$845K +$4.36K +100 +0.5%
CWA
1616
Cypress Wealth Advisors
California
$843K -$15.5K -356 -2%
CAN
1617
Claraphi Advisory Network
United States
$837K +$791K +18,135 New
MWM
1618
Modera Wealth Management
New Jersey
$832K -$113K -2,594 -13%
DCM
1619
Donaldson Capital Management
Indiana
$825K -$58.5K -1,341 -7%
AGM
1620
Alpine Global Management
New York
$824K -$805K -18,439 -51%
RG
1621
Rikoon Group
New Mexico
$820K -$7.07K -162 -0.9%
NBG
1622
Nancy B. Gardiner
$814K -$315K -7,230 -29%
EWA
1623
EP Wealth Advisors
California
$813K -$32.3K -741 -4%
NHC
1624
Nicholas Hoffman & Company
Georgia
$810K +$21.7K +497 +3%
EMG
1625
ETF Managers Group
New Jersey
$808K -$430K -9,856 -36%