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Name Holding Trade Value Shares
Change
Change in
Stake
FG
1201
Fiduciary Group
Georgia
$531K – – –
AA
1202
Addison Advisors
Vermont
$528K +$6.05K +38 +1%
SN
1203
Sittner & Nelson
Oregon
$528K -$6.05K -38 -1%
WAG
1204
Wilkerson Advisory Group
Missouri
$528K -$3.03K -19 -0.5%
Financial Engines Advisors
1205
Financial Engines Advisors
California
$527K -$264K -1,656 -31%
BFA
1206
Bill Few Associates
Pennsylvania
$527K +$637 +4 +0.1%
DRW Securities
1207
DRW Securities
Illinois
$525K +$240K +1,505 +71%
ZIG
1208
Zullo Investment Group
Pennsylvania
$525K +$2.23K +14 +0.4%
HAM
1209
Harmony Asset Management
Arizona
$523K +$31.5K +198 +6%
KCM
1210
Kathmere Capital Management
Pennsylvania
$523K +$7.96K +50 +1%
CWM
1211
Centurion Wealth Management
Virginia
$523K -$1.43K -9 -0.2%
SACTSONJ
1212
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$522K +$573K +3,597 New
PF
1213
Prota Financial
Texas
$521K +$77.9K +489 +16%
TPWM
1214
Twelve Points Wealth Management
Massachusetts
$520K -$2.07K -13 -0.4%
OC
1215
Oakworth Capital
Alabama
$519K -$5.57K -35 -1%
CPW
1216
Cove Private Wealth
New York
$519K +$118K +741 +26%
SGC
1217
Slocum, Gordon & Co
Rhode Island
$519K – – –
Private Management Group
1218
Private Management Group
California
$518K – – –
ONST
1219
Old North State Trust
North Carolina
$518K -$6.37K -40 -1%
PSCM
1220
Per Stirling Capital Management
Texas
$517K -$7.17K -45 -1%
Avidian Wealth Enterprises
1221
Avidian Wealth Enterprises
Texas
$516K -$22K -138 -4%
CIA
1222
Cladis Investment Advisory
Montana
$516K -$15.9K -100 -3%
TBNY
1223
Trustco Bank (New York)
New York
$514K +$796 +5 +0.1%
VCM
1224
Violich Capital Management
California
$514K – – –
OC
1225
Opinicus Capital
Florida
$513K -$31.5K -198 -5%