Name Holding Trade Value Shares
Change
Change in
Stake
VWA
976
V Wealth Advisors
Kansas
$230K +$214K +873 New
FCCM
977
First City Capital Management
Georgia
$228K -$221K -900 -50%
HCA
978
Hyperion Capital Advisors
New York
$227K – – –
CA
979
Claro Advisors
Massachusetts
$225K -$16.9K -69 -7%
FHC
980
First Horizon Corporation
Tennessee
$225K +$2.7K +11 +1%
AAM
981
Autus Asset Management
Arizona
$222K -$13.3K -54 -6%
FG
982
Fiduciary Group
Georgia
$221K – – –
FHA
983
First Horizon Advisors
Tennessee
$220K -$50.1K -204 -20%
SAM
984
Strategy Asset Managers
California
$219K +$204K +830 New
WP
985
WealthShield Partners
North Carolina
$219K +$205K +835 New
PLFAM
986
Pineno Levin & Ford Asset Management
Virginia
$218K +$203K +827 New
AFS
987
Axiom Financial Strategies
Indiana
$216K – – –
TWM
988
Titus Wealth Management
California
$215K +$200K +816 New
WF
989
WoodTrust Financial
Wisconsin
$215K +$201K +817 New
PAMP
990
Polar Asset Management Partners
Ontario, Canada
$213K -$498K -2,028 -72%
CAM
991
Cozad Asset Management
Illinois
$213K -$8.59K -35 -4%
IAN
992
Integrated Advisors Network
Texas
$213K +$198K +807 New
WHG
993
Westwood Holdings Group
Texas
$213K +$198K +808 New
LW
994
Linscomb Wealth
Texas
$212K +$197K +804 New
LA
995
Latitude Advisors
Florida
$211K +$196K +800 New
MCM
996
McMillion Capital Management
North Carolina
$211K +$196K +800 New
UBV
997
United Bank (Virginia)
Virginia
$208K +$194K +789 New
FMW
998
Farr Miller & Washington
District of Columbia
$206K +$192K +781 New
UR
999
USCA RIA
Texas
$206K +$192K +782 New
CAN
1000
Claraphi Advisory Network
United States
$206K +$192K +784 New