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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1901
Medallion Wealth Advisors
Connecticut
$857K +$21.2K +298 +3%
LPT
1902
Legacy Private Trust
Wisconsin
$854K -$4.77K -67 -0.6%
AF
1903
Apexium Financial
Texas
$854K +$12K +168 +1%
LA
1904
LM Advisors
California
$852K -$4.77K -67 -0.6%
RAM
1905
Redmond Asset Management
Virginia
$852K +$17.8K +250 +2%
SIC
1906
Sterling Investment Counsel
New York
$849K -$1.94M -27,246 -69%
AIM
1907
Advyzon Investment Management
Illinois
$846K +$324K +4,548 +61%
HI
1908
Hendershot Investments
Virginia
$845K
MAWCM
1909
Mine & Arao Wealth Creation & Management
California
$845K +$20.9K +293 +3%
TWM
1910
Trueblood Wealth Management
Ohio
$844K +$8.33K +117 +1%
JFA
1911
JNBA Financial Advisors
Minnesota
$843K -$53.4K -750 -6%
SFG
1912
Sovereign Financial Group
Connecticut
$843K +$12.2K +171 +1%
JWCA
1913
J.W. Coons Advisors
Ohio
$842K -$7.12K -100 -0.8%
RPSA
1914
Richard P. Slaughter Associates
Texas
$840K +$55.1K +774 +7%
LOIP
1915
Live Oak Investment Partners
Texas
$836K -$26.7K -375 -3%
CFS
1916
Commonwealth Financial Services
West Virginia
$835K +$34.3K +482 +4%
CT
1917
Clearstead Trust
Maine
$835K -$47.3K -664 -5%
IWA
1918
IVC Wealth Advisors
Pennsylvania
$834K +$8.26K +116 +1%
RFA
1919
Register Financial Advisors
Georgia
$833K -$35.2K -494 -4%
FHWM
1920
Fox Hill Wealth Management
Massachusetts
$830K +$836K +11,738 New
FCG
1921
Fielder Capital Group
Tennessee
$830K -$2.14K -30 -0.3%
FDS
1922
First Dallas Securities
Texas
$830K -$28.1K -395 -3%
PIP
1923
Peachtree Investment Partners
Florida
$829K +$2K +28 +0.2%
AP
1924
Atwood & Palmer
Missouri
$829K
WGC
1925
Watts Gwilliam & Co
Arizona
$826K +$119K +1,667 +15%