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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$77K +$17K +193 +26%
SPIA
327
Steward Partners Investment Advisory
New York
$75K -$9.19K -104 -10%
UB
328
UMB Bank
Missouri
$74K -$21.4K -242 -21%
FHA
329
First Horizon Advisors
Tennessee
$67K -$43.5K -493 -37%
GWS
330
Glassman Wealth Services
Virginia
$65K -$11.1K -126 -14%
PTC
331
Private Trust Company
Ohio
$64K -$3.09K -35 -4%
SWM
332
Spire Wealth Management
Virginia
$62K -$63.2K -716 -48%
Bessemer Group
333
Bessemer Group
New Jersey
$57K -$72.2K -817 -54%
HBW
334
Hazlett, Burt & Watson
West Virginia
$57K -$8.83K -100 -13%
ONST
335
Old North State Trust
North Carolina
$55K +$59.5K +674 New
VCM
336
Vigilant Capital Management
Maine
$52K +$56.8K +643 New
ST
337
Smithfield Trust
Pennsylvania
$49K -$57.4K -650 -51%
HIA
338
Harbor Investment Advisory
Maryland
$49K -$3.89K -44 -7%
SN
339
Sittner & Nelson
Oregon
$49K – – –
HWMA
340
Heritage Wealth Management (Arizona)
Arizona
$49K +$530 +6 +1%
MIM
341
Meridiem Investment Management
United Kingdom
$45K – – –
LTI
342
Laffer Tengler Investments
Tennessee
$42.7K -$12.1K -137 -21%
EWA
343
EverSource Wealth Advisors
Alabama
$41K +$13.9K +157 +44%
PAM
344
Paradigm Asset Management
New York
$40.6K +$44.2K +500 New
CLOS
345
Compagnie Lombard Odier SCmA
Switzerland
$39K – – –
EBA
346
Eagle Bay Advisors
New York
$38K +$16.5K +187 +68%
AF
347
Advisornet Financial
Minnesota
$37K -$5.3K -60 -12%
GRP
348
Global Retirement Partners
California
$35K +$2.65K +30 +9%
ZB
349
Zions Bancorporation
Utah
$33K -$12K -136 -25%
SWM
350
Selective Wealth Management
Virginia
$33K -$9.1K -103 -20%