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Name Holding Trade Value Shares
Change
Change in
Stake
MA
976
Montag & Associates
Georgia
$232K -$8.61K -132 -3%
KWM
977
Kassira Wealth Management
Tennessee
$231K +$272K +4,162 New
V
978
VeraBank
Texas
$231K
IA
979
Integrity Alliance
Iowa
$231K -$38K -582 -12%
A
980
Argentarii
Ohio
$230K -$2.54K -39 -0.9%
UB
981
UMB Bank
Missouri
$230K +$23.7K +364 +10%
MAWA
982
Moss Adams Wealth Advisors
Washington
$229K -$14.4K -220 -5%
BMCM
983
Bryn Mawr Capital Management
Pennsylvania
$229K +$718 +11 +0.3%
KCM
984
Kanawha Capital Management
Virginia
$229K -$11.1K -170 -4%
AA
985
Advisory Alpha
Michigan
$228K +$11.2K +172 +4%
LWM
986
Liberty Wealth Management
California
$227K
TIA
987
TCFG Investment Advisors
California
$227K +$20.3K +311 +8%
JAG
988
Journey Advisory Group
Kentucky
$226K -$7.83K -120 -3%
CAM
989
Claret Asset Management
Quebec, Canada
$224K +$54.2K +831 +26%
MCA
990
MSH Capital Advisors
Arizona
$224K -$8.81K -135 -3%
GAMA
991
Graticule Asia Macro Advisors
New York
$222K +$261K +4,006 New
CWM
992
Cornerstone Wealth Management
Missouri
$222K +$20.8K +319 +9%
ACA
993
Anchor Capital Advisors
Massachusetts
$222K
SOAMC
994
Spirit of America Management Corp
New York
$222K
AWM
995
Axxcess Wealth Management
California
$222K +$261K +4,000 New
CAMG
996
CWA Asset Management Group
Florida
$220K +$2.54K +39 +1%
BTI
997
Blue Trust Inc
Georgia
$220K -$6K -92 -2%
EWA
998
EverSource Wealth Advisors
Alabama
$219K -$70K -1,073 -21%
MEAC
999
M.E. Allison & Co
Texas
$219K
QFA
1000
Quantum Financial Advisors
California
$218K -$6.2K -95 -2%