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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1126
Hyperion Capital Advisors
New York
$276K – – –
TRIA
1127
Trail Ridge Investment Advisors
Colorado
$275K -$3.09K -10 -1%
YMRC
1128
Yorktown Management & Research Company
Virginia
$275K – – –
LFA
1129
Legacy Financial Advisors
Kentucky
$275K +$13.6K +44 +5%
RDWM
1130
Red Door Wealth Management
Tennessee
$275K +$26K +84 +11%
GAM
1131
Gould Asset Management
California
$275K +$266K +860 New
KWM
1132
Kolinsky Wealth Management
New Jersey
$274K -$34.3K -111 -11%
Modera Wealth Management
1133
Modera Wealth Management
New Jersey
$273K -$932K -3,013 -78%
RMCM
1134
Reynders McVeigh Capital Management
Massachusetts
$272K -$2.16K -7 -0.8%
IBOK
1135
Independence Bank of Kentucky
Kentucky
$271K +$24.4K +79 +10%
Level Four Advisory Services
1136
Level Four Advisory Services
Texas
$271K +$68.3K +221 +35%
Mission Wealth Management
1137
Mission Wealth Management
California
$268K -$64.9K -210 -20%
Ancora Advisors
1138
Ancora Advisors
Ohio
$268K – – –
SFS
1139
Stiles Financial Services
Minnesota
$268K +$618 +2 +0.2%
AFP
1140
Ausdal Financial Partners
Iowa
$267K – – –
GL
1141
Graypoint LLC
New York
$267K +$38.3K +124 +17%
SIM
1142
SSI Investment Management
California
$266K -$1.85K -6 -0.7%
AFS
1143
Axiom Financial Strategies
Indiana
$265K -$13.6K -44 -5%
FG
1144
Fiduciary Group
Georgia
$263K – – –
MWA
1145
Meridian Wealth Advisors
Texas
$263K +$255K +824 New
BEAM
1146
Baker Ellis Asset Management
Washington
$262K – – –
PPWM
1147
PFG Private Wealth Management
Florida
$262K +$254K +820 New
WTA
1148
Washington Trust Advisors
Massachusetts
$260K -$41.1K -133 -14%
PWMAG
1149
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$35.6K +115 +16%
CAM
1150
Cozad Asset Management
Illinois
$259K +$309 +1 +0.1%