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Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1551
First Horizon Corporation
Tennessee
$340K +$339K +716 New
CWMP
1552
Clarion Wealth Managment Partners
Virginia
$339K -$11.8K -25 -3%
SSWG
1553
Seven Springs Wealth Group
Tennessee
$336K – – –
GIM
1554
Goelzer Investment Management
Indiana
$336K +$37.9K +80 +13%
WCAMG
1555
Woodard & Company Asset Management Group
North Carolina
$335K – – –
SFWA
1556
Summit Financial Wealth Advisors
Louisiana
$334K +$35.5K +75 +12%
CA
1557
Cullinan Associates
Kentucky
$333K -$47.3K -100 -12%
AWM
1558
Aprio Wealth Management
Georgia
$331K +$81K +171 +33%
MA
1559
MJP Associates
Connecticut
$331K +$31.2K +66 +10%
MCWA
1560
Meadow Creek Wealth Advisors
Georgia
$330K – – –
AF
1561
Atala Financial
California
$330K – – –
EA
1562
Everpar Advisors
Oklahoma
$330K +$18K +38 +6%
TA
1563
TrueWealth Advisors
Alabama
$330K -$17.5K -37 -5%
SSC
1564
Syverson Strege & Co
Iowa
$329K -$36K -76 -10%
LTI
1565
Laffer Tengler Investments
Tennessee
$329K -$273K -576 -45%
GGA
1566
Granite Group Advisors
Connecticut
$329K +$2.84K +6 +0.9%
Apella Capital
1567
Apella Capital
Connecticut
$329K +$45.9K +97 +15%
Members Trust
1568
Members Trust
Florida
$328K +$947 +2 +0.3%
BPC
1569
Bryce Point Capital
New York
$328K +$327K +691 New
BFS
1570
Bard Financial Services
Connecticut
$328K +$11.8K +25 +4%
PAM
1571
Parvin Asset Management
South Dakota
$328K +$125K +265 +62%
GJWM
1572
Gilliland Jeter Wealth Management
Arkansas
$327K – – –
BWP
1573
Baldwin Wealth Partners
Massachusetts
$327K – – –
DFG
1574
Dynamic Financial Group
Iowa
$327K – – –
TWM
1575
Tradition Wealth Management
Minnesota
$326K +$8.05K +17 +3%