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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1376
Private Capital Group
Connecticut
$508K -$3.42K -37 -0.7%
BerganKDV Wealth Management
1377
BerganKDV Wealth Management
Minnesota
$508K -$461 -5 -0.1%
Meridian Wealth Advisors
1378
Meridian Wealth Advisors
Texas
$508K +$29K +314 +6%
Venture Visionary Partners
1379
Venture Visionary Partners
Ohio
$503K +$10.6K +115 +2%
AGF Investments Inc
1380
AGF Investments Inc
Ontario, Canada
$502K +$40.2K +436 +9%
Aspiriant LLC
1381
Aspiriant LLC
California
$501K -$121K -1,312 -20%
TCTC Holdings
1382
TCTC Holdings
Texas
$500K -$748K -8,108 -61%
Adell Harriman & Carpenter
1383
Adell Harriman & Carpenter
Texas
$499K -$247K -2,675 -34%
Miller Investment Management
1384
Miller Investment Management
Pennsylvania
$495K – – –
Summit Financial Strategies
1385
Summit Financial Strategies
Ohio
$492K +$170K +1,838 +58%
FSCP
1386
Franklin Street Capital Partners
New York
$490K +$461K +5,000 New
Regal Investment Advisors
1387
Regal Investment Advisors
Michigan
$490K +$462K +5,002 New
BC
1388
Burleson & Co
California
$488K +$554 +6 +0.1%
BWA
1389
Burt Wealth Advisors
Maryland
$487K – – –
Sargent Investment Group
1390
Sargent Investment Group
Maryland
$486K +$94.5K +1,024 +26%
CBT
1391
Central Bank & Trust
Kentucky
$485K -$108K -1,174 -19%
RFG Advisory
1392
RFG Advisory
Alabama
$484K +$36.6K +397 +9%
GW & Wade
1393
GW & Wade
Massachusetts
$478K +$10.2K +111 +2%
SHWM
1394
Silicon Hills Wealth Management
Texas
$472K – – –
Beacon Investment Advisory Services
1395
Beacon Investment Advisory Services
New Jersey
$471K -$13.1K -142 -3%
Zevin Asset Management
1396
Zevin Asset Management
Massachusetts
$471K – – –
Alpha Cubed Investments
1397
Alpha Cubed Investments
California
$469K -$28.2K -305 -6%
Magnus Financial Group
1398
Magnus Financial Group
New York
$469K +$4.62K +50 +1%
Lee, Danner & Bass
1399
Lee, Danner & Bass
Tennessee
$468K – – –
AIM
1400
Alhambra Investment Management
Florida
$465K +$51.7K +560 +13%