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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1601
Jones Financial Companies
Missouri
$961K -$55K -1,036 -5%
AWA
1602
ARS Wealth Advisors
Florida
$956K +$40K +753 +4%
NL
1603
NVWM LLC
Pennsylvania
$947K +$17.9K +338 +2%
CHA
1604
Carmichael Hill & Associates
Maryland
$946K +$1.22K +23 +0.1%
HIM
1605
Herald Investment Management
United Kingdom
$944K -$1.01M -19,000 -50%
SFA
1606
Stewardship Financial Advisors
Georgia
$940K -$9.35K -176 -0.9%
CGA
1607
Crescent Grove Advisors
Illinois
$934K -$244K -4,601 -20%
CA
1608
Capital Advantage
California
$934K -$31.6K -595 -3%
OMC
1609
Overbrook Management Corp
New York
$934K +$255K +4,800 +34%
MIAN
1610
Mariner Independent Advisor Network
Kansas
$930K -$9.87M -185,956 -91%
TI
1611
Truepoint Inc
Ohio
$930K +$948K +17,849 +2,054%
MHS
1612
M Holdings Securities
Oregon
$929K -$83.6K -1,575 -8%
GHAM
1613
Gilman Hill Asset Management
Connecticut
$923K -$47.8K -900 -5%
TC
1614
Trust Company
Kansas
$922K +$31.9K +600 +3%
SXL
1615
Summit X LLC
Missouri
$921K +$11.6K +218 +1%
SSWM
1616
Sheets Smith Wealth Management
North Carolina
$920K -$78.4K -1,477 -7%
CHJWM
1617
Carlton Hofferkamp & Jenks Wealth Management
Texas
$917K +$6.37K +120 +0.7%
AI
1618
Accredited Investors
Minnesota
$916K -$56.9K -1,072 -5%
AWM
1619
Aries Wealth Management
Maine
$913K -$21.2K -400 -2%
VNA
1620
Valley National Advisers
Pennsylvania
$913K +$212 +4 +0%
NHC
1621
Nicholas Hoffman & Company
Georgia
$905K +$12.8K +241 +1%
KFA
1622
Kelleher Financial Advisors
New York
$903K
WIM
1623
Westside Investment Management
California
$899K +$95.6K +1,800 +11%
FFC
1624
First Financial Corp
Indiana
$899K -$23K -433 -2%
IP
1625
Investment Partners
Ohio
$897K -$137K -2,573 -12%