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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1226
Shufro Rose & Co
New York
$541K
CTA
1227
Colonial Trust Advisors
South Carolina
$540K -$22K -143 -4%
GWAM
1228
Guardian Wealth Advisors (Minnesota)
Minnesota
$538K -$14.3K -93 -3%
WA
1229
Wealth Alliance
New York
$538K -$60.3K -391 -10%
PWMAG
1230
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$19.4K +126 +4%
HIA
1231
HFM Investment Advisors
New Jersey
$535K
MFS
1232
Miller Financial Services
Michigan
$535K -$6.94K -45 -1%
PB
1233
Pinnacle Bancorp
Nebraska
$534K
FA
1234
Fiduciary Alliance
South Carolina
$534K -$106K -685 -17%
HWP
1235
Highline Wealth Partners
California
$534K
FCP
1236
Fidelis Capital Partners
Florida
$533K +$209K +1,356 +65%
BFC
1237
Bedel Financial Consulting
Indiana
$529K +$154 +1 +0%
EB
1238
Exchange Bank
California
$528K +$6.48K +42 +1%
HAM
1239
Harmony Asset Management
Arizona
$528K
AAIM
1240
Asset Advisors Investment Management
Georgia
$528K
CA
1241
Cullinan Associates
Kentucky
$528K
EGA
1242
Eagle Global Advisors
Texas
$527K
CAM
1243
Clark Asset Management
New Hampshire
$523K +$54K +350 +12%
CIG
1244
Cairn Investment Group
Washington
$523K
MIA
1245
MMBG Investment Advisors
Florida
$523K
UBV
1246
United Bank (Virginia)
Virginia
$522K -$146K -950 -22%
AC
1247
Avestar Capital
New York
$522K -$39.3K -255 -7%
ML
1248
McAdam LLC
Pennsylvania
$522K -$243K -1,578 -32%
LWCFA
1249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$522K
UB
1250
Umpqua Bank
Oregon
$522K -$24.7K -160 -4%