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Name Holding Trade Value Shares
Change
Change in
Stake
DA
951
Doliver Advisors
Texas
$963K +$79.6K +1,190 +11%
STA
952
Summit Trail Advisors
New York
$959K +$176K +2,629 +27%
CHC
953
City Holding Co
West Virginia
$956K +$788K +11,780 +2,480%
FFN
954
Focus Financial Network
Minnesota
$947K +$14.3K +214 +2%
KPPF
955
Klein Pavlis & Peasley Financial
California
$945K +$810K +12,117 New
MAS
956
Meeder Advisory Services
Ohio
$944K -$1.34K -20 -0.2%
DWA
957
Douglass Winthrop Advisors
New York
$942K +$23.4K +350 +3%
SNBOSD
958
Security National Bank of So Dak
Iowa
$941K +$5.02K +75 +0.6%
SMH
959
Sanders Morris Harris
Texas
$940K
EWA
960
Exencial Wealth Advisors
Oklahoma
$937K +$68.6K +1,026 +9%
CMANY
961
Capital Management Associates (New York)
New York
$936K +$803K +12,000 New
KIC
962
Kensington Investment Counsel
California
$934K -$39.5K -590 -5%
LCP
963
LGT Capital Partners
Switzerland
$929K -$8.62M -128,810 -92%
LSAG
964
Lake Street Advisors Group
New Hampshire
$914K -$38.9K -582 -5%
SA
965
SRN Advisors
Pennsylvania
$912K -$413K -6,179 -35%
KWA
966
Kingswood Wealth Advisors
California
$911K +$119K +1,777 +18%
IWM
967
IHT Wealth Management
Illinois
$906K +$57.8K +864 +8%
LA
968
LM Advisors
California
$901K -$1.07M -15,987 -58%
Fisher Asset Management
969
Fisher Asset Management
Washington
$901K -$703K -10,510 -48%
PA
970
Probity Advisors
Texas
$900K +$42.6K +637 +6%
MIG
971
McGuire Investment Group
Rhode Island
$896K -$137K -2,042 -15%
FTWA
972
Fifth Third Wealth Advisors
Ohio
$895K +$34.7K +519 +5%
SC
973
Sapient Capital
Indiana
$894K -$112K -1,667 -13%
CNTOF
974
Canandaigua National Trust of Florida
New York
$894K +$766K +11,451 New
FFO
975
Fiduciary Family Office
Florida
$892K +$5.89K +88 +0.8%