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Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
801
Heritage Investors Management Corp
Maryland
$304K – – –
KFP
802
KB Financial Partners
New Jersey
$302K +$91.1K +1,110 +33%
CCA
803
Checchi Capital Advisers
California
$301K +$19.7K +240 +6%
ODG
804
O'Dell Group
Ohio
$301K +$204K +2,490 +126%
CCA
805
Conservest Capital Advisors
Pennsylvania
$299K +$59.1K +720 +19%
ACI
806
Alpha Cubed Investments
California
$298K -$95.2K -1,160 -21%
IAP
807
Indie Asset Partners
Indiana
$298K -$16.4K -200 -4%
DY
808
Dowling & Yahnke
California
$298K +$9.03K +110 +3%
FFM
809
Forum Financial Management
Illinois
$296K +$3.28K +40 +0.9%
HLOC
810
H.L. Ormond & Company
North Carolina
$296K +$118K +1,440 +49%
SFA
811
Sequoia Financial Advisors
Ohio
$295K +$169K +2,060 +90%
GRP
812
Global Retirement Partners
California
$295K +$746K +9,090 New
CA
813
Cullinan Associates
Kentucky
$292K -$138K -1,680 -28%
WJWM
814
Williams Jones Wealth Management
New York
$292K +$82.1K +1,000 +30%
RDWM
815
Red Door Wealth Management
Tennessee
$291K -$112K -1,360 -24%
MFW
816
Meristem Family Wealth
Minnesota
$291K +$45.2K +550 +15%
WAG
817
Winthrop Advisory Group
Massachusetts
$290K +$38.6K +470 +12%
OIA
818
Optimum Investment Advisors
Illinois
$289K +$197K +2,400 +128%
BC
819
Brookfield Corp
Ontario, Canada
$289K +$351K +4,270 New
WANY
820
Wealthspire Advisors (New York)
New York
$287K -$65.7K -800 -16%
CB
821
CNB Bank
Pennsylvania
$286K +$145K +1,770 +72%
FH
822
FWG Holdings
Florida
$285K +$80.5K +980 +30%
ACM
823
AlphaStar Capital Management
North Carolina
$285K +$92.8K +1,130 +37%
PFWA
824
Paces Ferry Wealth Advisors
Georgia
$284K +$345K +4,200 New
AC
825
ASB Consultores
Florida
$283K +$157K +1,910 +84%