Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
1001
Level Four Advisory Services
Texas
$1.36M -$23.9K -178 -2%
SSW
1002
Smith Shellnut Wilson
Mississippi
$1.36M -$30K -223 -2%
SBL
1003
Sargent Bickham Lagudis
Colorado
$1.36M +$12.1K +90 +0.9%
KWM
1004
Kingsview Wealth Management
Oregon
$1.35M +$285K +2,116 +27%
APA
1005
American Portfolios Advisors
New York
$1.34M +$377K +2,805 +39%
BAM
1006
Berkshire Asset Management
Pennsylvania
$1.34M -$69.3K -515 -5%
WTB
1007
Washington Trust Bank
Washington
$1.33M -$9.55K -71 -0.7%
FIM
1008
Fruth Investment Management
Texas
$1.33M -$153K -1,136 -10%
BIA
1009
Bigelow Investment Advisors
Maine
$1.33M -$34.4K -256 -3%
CHJWM
1010
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M +$18K +134 +1%
EWA
1011
EP Wealth Advisors
California
$1.32M -$227K -1,689 -15%
OC
1012
Oakworth Capital
Alabama
$1.32M -$4.84K -36 -0.4%
SMC
1013
Smith, Moore & Co
Missouri
$1.31M +$72.8K +541 +6%
BAM
1014
Burgundy Asset Management
Ontario, Canada
$1.31M – – –
FWM
1015
Focused Wealth Management
New York
$1.31M +$135 +1 +0%
BFA
1016
Benedict Financial Advisors
Georgia
$1.31M -$29.5K -219 -2%
NHC
1017
Nicholas Hoffman & Company
Georgia
$1.31M +$80K +595 +6%
YIA
1018
YHB Investment Advisors
Connecticut
$1.31M -$178K -1,321 -12%
TCM
1019
Telos Capital Management
California
$1.3M -$324K -2,408 -20%
FFWA
1020
FRG Family Wealth Advisors
Washington
$1.3M -$52.6K -391 -4%
S
1021
Seeyond
France
$1.3M -$411K -3,057 -24%
GIA
1022
Guyasuta Investment Advisors
Pennsylvania
$1.3M +$402K +2,990 +44%
NNP
1023
Nachman Norwood & Parrott
South Carolina
$1.3M -$5.92K -44 -0.5%
BEC
1024
Blue Edge Capital
Virginia
$1.29M – – –
PCA
1025
Personal Capital Advisors
California
$1.29M -$4.1M -30,493 -76%