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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1201
Pinnacle Wealth Advisors
Tennessee
$3.02M +$3.08M +8,272 New
BSW
1202
Buckingham Strategic Wealth
Missouri
$3.02M -$65.8K -177 -2%
BOH
1203
Bank of Hawaii
Hawaii
$3.01M -$202K -543 -6%
TA
1204
Tiedemann Advisors
New York
$3M +$224K +602 +8%
WFI
1205
West Family Investments
California
$2.98M +$3.04M +8,175 New
CA
1206
Cornerstone Advisory
Maryland
$2.98M +$88.5K +238 +3%
FFG
1207
Fortem Financial Group
California
$2.98M +$206K +554 +7%
JI
1208
Jeereddi Investments
California
$2.97M -$1.62M -4,361 -35%
HW
1209
Hancock Whitney
Mississippi
$2.96M -$133K -358 -4%
PHM
1210
Prospect Hill Management
New Jersey
$2.94M -$31.6K -85 -1%
AA
1211
Altman Advisors
Illinois
$2.94M +$171K +461 +6%
SAM
1212
Sabadell Asset Management
Spain
$2.93M +$2.99M +8,037 New
LS
1213
Leelyn Smith
Illinois
$2.93M -$19K -51 -0.6%
SACTSONJ
1214
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.92M – – –
FIS
1215
Fundsmith Investment Services
Mauritius
$2.91M +$2.96M +7,970 New
TAM
1216
Trust Asset Management
Texas
$2.91M +$329K +885 +12%
MAFM
1217
Mid Atlantic Financial Management
Pennsylvania
$2.9M +$132K +356 +5%
AWA
1218
Arkadios Wealth Advisors
Georgia
$2.9M +$821K +2,209 +38%
MCA
1219
Morris Capital Advisors
Pennsylvania
$2.9M -$40.5K -109 -1%
WLPWM
1220
Walled Lake Planning & Wealth Management
Illinois
$2.89M +$2.23K +6 +0.1%
SP
1221
Symmetry Partners
Connecticut
$2.88M – – –
IFG
1222
Independent Financial Group
California
$2.87M -$145K -390 -5%
GLA
1223
Great Lakes Advisors
Illinois
$2.85M -$309K -831 -10%
WI
1224
WrapManager Inc
California
$2.85M +$45.7K +123 +2%
CFM
1225
Coronation Fund Managers
South Africa
$2.83M – – –