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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1376
Nicholas Hoffman & Company
Georgia
$252K +$223K +42,880 New
WAM
1377
Weatherly Asset Management
California
$249K +$220K +42,320 New
AFG
1378
Albion Financial Group
Utah
$247K +$218K +42,000 New
GFS
1379
GYL Financial Synergies
Connecticut
$247K +$219K +42,080 New
PFA
1380
Pathway Financial Advisors
Vermont
$245K
NB
1381
NBT Bank
New York
$241K +$213K +41,000 New
PAS
1382
Partnervest Advisory Services
California
$240K -$229K -44,120 -52%
CAL
1383
Capital Analysts LLC
Pennsylvania
$240K
AIA
1384
Avalon Investment & Advisory
Texas
$240K +$213K +40,880 New
BP
1385
BBR Partners
New York
$240K +$213K +40,880 New
SIM
1386
Sonora Investment Management
Arizona
$238K -$7.91K -1,520 -4%
KWA
1387
KCS Wealth Advisory
California
$237K
VFM
1388
Vivid Financial Management
California
$237K +$196K +37,720 New
PHAM
1389
Palisades Hudson Asset Management
Florida
$236K +$208K +40,080 New
PL
1390
Plancorp LLC
Missouri
$236K +$209K +40,120 New
RP
1391
Rowlandmiller & Partners
Georgia
$235K
FGAM
1392
Financial Gravity Asset Management
Texas
$235K -$624 -120 -38%
MWA
1393
Meridian Wealth Advisors
Texas
$235K +$207K +39,840 New
CFSG
1394
Community Financial Services Group
Vermont
$235K +$208K +40,000 New
NED
1395
Nancy E. Dempze
$235K +$208K +40,000 New
NEWAS
1396
N.E.W. Advisory Services
Wisconsin
$235K +$208K +40,000 New
PDM
1397
Penn Davis McFarland
Texas
$235K +$208K +40,000 New
FMB
1398
Field & Main Bank
Kentucky
$233K +$30.2K +5,800 +17%
PWA
1399
Physician Wealth Advisors
Utah
$233K +$192K +37,000 New
MIM
1400
Marco Investment Management
Georgia
$233K +$206K +39,560 New