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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1026
Trek Financial
Arizona
$5.15M +$2.05M +20,103 +76%
PCS
1027
Personal CFO Solutions
New Jersey
$5.15M -$606K -5,931 -11%
AC
1028
Abbrea Capital
California
$5.14M +$109K +1,065 +2%
WANY
1029
Wealthspire Advisors (New York)
New York
$5.14M +$219K +2,145 +5%
DDC
1030
DF Dent & Co
Maryland
$5.13M +$46.1K +451 +1%
WA
1031
WealthTrust Axiom
Pennsylvania
$5.13M +$409 +4 +0%
LIM
1032
Leavell Investment Management
Alabama
$5.13M -$151K -1,474 -3%
S
1033
SignatureFD
Georgia
$5.12M +$326K +3,186 +7%
MFG
1034
Merit Financial Group
Georgia
$5.11M +$1.88M +18,388 +66%
SHFA
1035
SS&H Financial Advisors
Michigan
$5.09M -$511K -5,000 -10%
PTC
1036
Private Trust Company
Ohio
$5.08M +$62.8K +614 +1%
MCM
1037
Marathon Capital Management
Maryland
$5.08M -$83.8K -820 -2%
PT
1038
Plimoth Trust
Massachusetts
$5.06M -$11.3K -111 -0.2%
JWCA
1039
J.W. Cole Advisors
Florida
$5.05M -$153K -1,495 -3%
ACM
1040
Ashford Capital Management
Delaware
$5.05M +$8.79K +86 +0.2%
IAIM
1041
International Assets Investment Management
Florida
$5.04M +$2.76M +26,974 +146%
AWM
1042
Avitas Wealth Management
California
$5.03M -$74K -724 -2%
JAG
1043
Journey Advisory Group
Kentucky
$5.03M +$792K +7,752 +21%
HC
1044
Hendley & Co
Ohio
$5.03M -$89.4K -875 -2%
MJRIC
1045
Mogy Joel R Investment Counsel
California
$5.02M
AC
1046
Asio Capital
Kentucky
$5.01M -$26.1K -255 -0.6%
SSI
1047
Scott & Selber Inc
Texas
$4.99M +$7.97K +78 +0.2%
BFO
1048
Biltmore Family Office
North Carolina
$4.98M +$10.4K +102 +0.2%
BMA
1049
Brooks Moore & Associates
Tennessee
$4.97M -$77.8K -761 -2%
TNBTD
1050
Trustmark National Bank Trust Department
Mississippi
$4.95M -$20.4K -200 -0.4%