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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1701
Donaldson Capital Management
Indiana
$717K -$4.56K -92 -0.6%
TI
1702
Truepoint Inc
Ohio
$711K -$40.9K -824 -5%
GBT
1703
Grove Bank & Trust
Florida
$710K -$15.1K -305 -2%
NHC
1704
Nicholas Hoffman & Company
Georgia
$707K +$99 +2 +0%
AAM
1705
Autus Asset Management
Arizona
$699K +$32.1K +648 +5%
DAC
1706
Dividend Assets Capital
South Carolina
$696K -$6.69K -135 -0.9%
WCA
1707
Westover Capital Advisors
Delaware
$694K -$81.3K -1,640 -10%
SXL
1708
Summit X LLC
Missouri
$694K +$7.93K +160 +1%
HA
1709
Harfst & Associates
Wyoming
$692K +$46.8K +943 +7%
WC
1710
Weil Company
California
$690K +$43.1K +869 +6%
WI
1711
Wafra Inc
New York
$688K -$682K -13,745 -49%
AFNAS
1712
American Financial Network Advisory Services
California
$688K -$142K -2,868 -17%
JA
1713
JOYN Advisors
Georgia
$686K -$46.5K -938 -6%
FFG
1714
Frisch Financial Group
New York
$683K -$2.98K -60 -0.4%
WCM
1715
Whitener Capital Management
North Carolina
$683K +$14.9K +300 +2%
WAAG
1716
Wealth Alliance Advisory Group
Kansas
$682K +$2.08K +42 +0.3%
RAG
1717
Roof Advisory Group
Pennsylvania
$678K +$10.1K +204 +1%
EHWM
1718
Eads & Heald Wealth Management
Georgia
$677K -$24.3K -490 -3%
SWRP
1719
Summit Wealth & Retirement Planning
California
$677K
LWM
1720
Liberty Wealth Management
California
$677K +$548K +11,047 +357%
WIA
1721
Westbourne Investment Advisors
Maryland
$675K -$117K -2,350 -14%
THWM
1722
Taylor Hoffman Wealth Management
Virginia
$672K +$99 +2 +0%
LC
1723
Lindbrook Capital
California
$672K +$18.8K +379 +3%
FBFS
1724
First Business Financial Services
Wisconsin
$672K +$56.5K +1,139 +9%
CA
1725
Claro Advisors
Massachusetts
$669K +$19.9K +402 +3%