Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1126
McDaniel Terry & Co
Texas
$262K +$285K +912 New
MWM
1127
Meridian Wealth Management
Kentucky
$262K +$285K +912 New
IWM
1128
IHT Wealth Management
Illinois
$261K +$312 +1 +0.1%
WB
1129
Webster Bank
Connecticut
$259K -$46.9K -150 -14%
CAN
1130
Claraphi Advisory Network
United States
$258K -$37.5K -120 -12%
W
1131
Wealthquest
Ohio
$258K – – –
BEAM
1132
Baker Ellis Asset Management
Washington
$257K +$23.4K +75 +9%
WCM
1133
Wedge Capital Management
North Carolina
$256K +$278K +889 New
SWM
1134
SeaCrest Wealth Management
New York
$254K -$5.31K -17 -2%
HFBOT
1135
Home Federal Bank of Tennessee
Tennessee
$253K – – –
KPW
1136
Kore Private Wealth
New York
$253K – – –
TWM
1137
Titus Wealth Management
California
$252K +$40K +128 +17%
MAM
1138
Montchanin Asset Management
Delaware
$252K +$273K +875 New
ST
1139
Sabal Trust
Florida
$250K -$3.75K -12 -1%
CDH
1140
Charles D. Hyman
$250K – – –
KWM
1141
Kolinsky Wealth Management
New Jersey
$250K +$3.12K +10 +1%
AA
1142
Ancora Advisors
Ohio
$249K +$8.43K +27 +3%
HCA
1143
Hyperion Capital Advisors
New York
$248K – – –
TRIA
1144
Trail Ridge Investment Advisors
Colorado
$247K – – –
RP
1145
Riverwater Partners
Wisconsin
$247K +$269K +860 New
SHGA
1146
Sand Hill Global Advisors
California
$247K +$269K +860 New
RDWM
1147
Red Door Wealth Management
Tennessee
$246K -$1.87K -6 -0.7%
BFO
1148
Boston Family Office
Massachusetts
$246K +$267K +855 New
AFS
1149
Axiom Financial Strategies
Indiana
$245K – – –
WHG
1150
Westwood Holdings Group
Texas
$244K -$7.18K -23 -3%