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Name Holding Trade Value Shares
Change
Change in
Stake
JEST
1201
JTC Employer Solutions Trustee
Jersey
$560K – – –
GLLW
1202
Graves Light Lenhart Wealth
Virginia
$559K -$771 -5 -0.1%
CWM
1203
Centurion Wealth Management
Virginia
$559K +$278K +1,801 +100%
AA
1204
Addison Advisors
Vermont
$559K +$87.9K +570 +19%
ZIG
1205
Zuckerman Investment Group
Illinois
$559K – – –
WIM
1206
Warwick Investment Management
Texas
$558K -$154 -1 -0%
Phoenix Financial
1207
Phoenix Financial
Israel
$555K +$147K +954 +36%
CCB
1208
Country Club Bank
Missouri
$555K – – –
FPL
1209
Fortress Private Ledger
North Carolina
$554K -$2.93K -19 -0.5%
SGC
1210
Slocum, Gordon & Co
Rhode Island
$554K -$5.24K -34 -0.9%
Private Management Group
1211
Private Management Group
California
$554K – – –
WAS
1212
Winch Advisory Services
Wisconsin
$554K +$154 +1 +0%
KCM
1213
Kathmere Capital Management
Pennsylvania
$551K -$3.55K -23 -0.6%
ET
1214
Equitable Trust
Tennessee
$551K -$19.3K -125 -3%
PCS
1215
Personal CFO Solutions
New Jersey
$549K -$90.5K -587 -14%
VCM
1216
Violich Capital Management
California
$549K – – –
FC
1217
Farringdon Capital
United Kingdom
$548K +$544K +3,531 New
CBTWT
1218
Community Bank & Trust (Waco, Texas)
Texas
$547K – – –
TNB
1219
Thomasville National Bank
Georgia
$546K +$186K +1,204 +52%
AWM
1220
Angeles Wealth Management
California
$544K +$1.08K +7 +0.2%
Pure Financial Advisors
1221
Pure Financial Advisors
California
$544K +$37.8K +245 +8%
GPWM
1222
Grant Private Wealth Management
California
$544K +$540K +3,505 New
Howard Capital Management
1223
Howard Capital Management
Georgia
$543K +$16.8K +109 +3%
AWM
1224
Aprio Wealth Management
Georgia
$542K -$20.7K -134 -4%
FGA
1225
Fortis Group Advisors
New Jersey
$542K -$94.7K -614 -16%