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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1001
Weiss Asset Management
Massachusetts
$5.41M +$5.15M +49,589 New
KWA
1002
Kingswood Wealth Advisors
California
$5.39M +$2.93M +28,263 +134%
NHT
1003
New Hampshire Trust
New Hampshire
$5.39M -$7.58K -73 -0.1%
TNB
1004
Thomasville National Bank
Georgia
$5.39M -$65K -626 -1%
HSA
1005
HBK Sorce Advisory
Pennsylvania
$5.37M -$305K -2,938 -6%
SCP
1006
Shorepoint Capital Partners
Massachusetts
$5.36M +$5.5K +53 +0.1%
MWA
1007
Meridian Wealth Advisors
Texas
$5.35M +$144K +1,390 +3%
CG
1008
Caprock Group
Idaho
$5.34M +$1.65M +15,922 +49%
GMA
1009
Glassy Mountain Advisors
Maryland
$5.32M +$13K +125 +0.3%
CBTWT
1010
Community Bank & Trust (Waco, Texas)
Texas
$5.31M -$356K -3,428 -7%
TBA
1011
Tower Bridge Advisors
Pennsylvania
$5.3M -$72.3K -697 -1%
NIM
1012
NEOS Investment Management
Connecticut
$5.3M +$1.52M +14,657 +43%
EM
1013
Excalibur Management
Massachusetts
$5.29M -$2.39K -23 -0%
RWM
1014
Ritholtz Wealth Management
New York
$5.29M -$501K -4,826 -9%
IAN
1015
Integrated Advisors Network
Texas
$5.28M +$60.1K +579 +1%
VAS
1016
Vestmark Advisory Solutions
Massachusetts
$5.28M +$151K +1,459 +3%
MIM
1017
Martin Investment Management
Florida
$5.26M -$50.4K -486 -1%
ACM
1018
Ashford Capital Management
Delaware
$5.26M -$945K -9,100 -16%
FEG
1019
Financial Enhancement Group
Indiana
$5.25M -$1.38M -13,290 -23%
AFG
1020
Albion Financial Group
Utah
$5.25M +$94.6K +911 +2%
HC
1021
Hendley & Co
Ohio
$5.25M -$13K -125 -0.3%
BA
1022
Baugh & Associates
Georgia
$5.24M -$69.3K -668 -1%
SHFA
1023
SS&H Financial Advisors
Michigan
$5.23M +$31.1K +300 +0.6%
LIM
1024
Letson Investment Management
Georgia
$5.22M +$4.97M +47,880 New
DWT
1025
Dorsey & Whitney Trust
South Dakota
$5.19M +$486K +4,681 +11%