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Name Holding Trade Value Shares
Change
Change in
Stake
DJYG
2351
David J. Yvars Group
Florida
$966K +$169K +469 +20%
CS
2352
Capital Square
Tennessee
$962K -$2.88K -8 -0.3%
RRWA
2353
Rainey & Randall Wealth Advisors
Florida
$960K – – –
Klingman & Associates
2354
Klingman & Associates
New York
$959K +$126K +350 +14%
FNBOSM
2355
First National Bank of South Miami
Florida
$958K +$35.7K +99 +4%
Mairs & Power Inc
2356
Mairs & Power Inc
Minnesota
$957K -$18.4K -51 -2%
FGAM
2357
Financial Gravity Asset Management
Texas
$954K -$745K -2,068 -52%
CA
2358
Crewe Advisors
Utah
$954K -$2.52K -7 -0.2%
MMPW
2359
Mitchell McLeod Pugh & Williams
Alabama
$954K +$69.9K +194 +7%
FTA
2360
Financial & Tax Architects
Missouri
$952K +$127K +352 +14%
Annex Advisory Services
2361
Annex Advisory Services
Wisconsin
$949K – – –
AIP
2362
Ahrens Investment Partners
Louisiana
$946K -$1.08K -3 -0.1%
GEA
2363
Glen Eagle Advisors
New Jersey
$944K +$104K +288 +12%
ESBC
2364
E.S. Barr & Co
Kentucky
$942K +$11.9K +33 +1%
HCIA
2365
Hochman Cole Investment Advisors
Illinois
$938K +$44.3K +123 +5%
LIA
2366
LBMC Investment Advisors
Tennessee
$936K – – –
OC
2367
Oakworth Capital
Alabama
$934K +$31.3K +87 +3%
WGAM
2368
Wilkinson Global Asset Management
New York
$932K +$90K +250 +10%
MWP
2369
Meridian Wealth Partners
Pennsylvania
$930K +$42.9K +119 +5%
SB
2370
Sunflower Bank
Texas
$929K -$74.2K -206 -7%
MCM
2371
Manchester Capital Management
Vermont
$920K -$439K -1,219 -31%
EW
2372
Element Wealth
Mississippi
$917K +$8.64K +24 +0.9%
MPCG
2373
Matrix Private Capital Group
New York
$913K +$85.4K +237 +10%
OBWP
2374
O'Brien Wealth Partners
Massachusetts
$912K -$59.1K -164 -6%
PPP
2375
Private Portfolio Partners
New Jersey
$910K +$29.2K +81 +3%