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Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oakworth Capital
Alabama
$255K
Thrivent Financial for Lutherans
802
Thrivent Financial for Lutherans
Minnesota
$254K +$58.2K +1,130 +29%
AR
803
Apeiron RIA
Texas
$253K -$2.58K -50 -1%
MGIA
804
Matthew Goff Investment Advisor
Texas
$251K
PP
805
Patten & Patten
Tennessee
$247K -$54.1K -1,050 -17%
QP
806
Quilter Plc
United Kingdom
$247K
TYCC
807
Texas Yale Capital Corp
Florida
$246K
SWM
808
Spire Wealth Management
Virginia
$245K -$122K -2,361 -32%
CHC
809
City Holding Co
West Virginia
$244K -$30K -583 -11%
KP
810
Keel Point
Alabama
$244K +$22.3K +432 +10%
MWM
811
Mattern Wealth Management
Kansas
$244K +$25.8K +500 +11%
BA
812
Ballew Advisors
Mississippi
$243K +$206 +4 +0.1%
BFPW
813
BOK Financial Private Wealth
Colorado
$243K +$146K +2,837 +139%
FRM
814
Fox Run Management
Connecticut
$243K +$251K +4,880 New
SAIG
815
Semper Augustus Investments Group
Colorado
$242K
AB
816
Atlas Brown
Kentucky
$241K +$2.73K +53 +1%
GEA
817
Glen Eagle Advisors
New Jersey
$240K +$22.8K +443 +10%
SWM
818
Silverlake Wealth Management
Vermont
$240K
BAM
819
Brave Asset Management
New Jersey
$239K
DSC
820
Duncker Streett & Co
Missouri
$238K -$14.4K -279 -6%
JWCA
821
J.W. Coons Advisors
Ohio
$238K -$52 -1 -0%
MWM
822
Modera Wealth Management
New Jersey
$238K +$12.4K +241 +5%
BBW
823
Blue Barn Wealth
Utah
$238K +$43.9K +852 +22%
GLLW
824
Graves Light Lenhart Wealth
Virginia
$237K
MSAM
825
Moloney Securities Asset Management
Missouri
$235K +$17.3K +336 +8%