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Name Holding Trade Value Shares
Change
Change in
Stake
SMC
851
Smith, Moore & Co
Missouri
$380K -$10.4K -250 -2%
PWM
852
Perigon Wealth Management
California
$379K -$575K -13,794 -57%
CCM
853
Chiron Capital Management
Florida
$377K -$87.6K -2,100 -17%
DMBA
854
Deseret Mutual Benefit Administrators
Utah
$376K -$47.8K -1,146 -10%
CFD
855
Creative Financial Designs
Indiana
$376K -$13.4K -322 -3%
IAIM
856
International Assets Investment Management
Florida
$373K +$6.59K +158 +2%
MIC
857
Meridian Investment Counsel
California
$372K
AG
858
AIA Group
Hong Kong
$370K -$840K -20,138 -66%
TFA
859
Triad Financial Advisors
North Carolina
$366K +$1.92K +46 +0.5%
FCBT
860
First Citizens Bank & Trust
North Carolina
$364K -$159K -3,810 -27%
HAG
861
HighPoint Advisor Group
Illinois
$364K +$464K +11,134 New
OFG
862
Oxford Financial Group
Indiana
$363K +$9.3K +223 +2%
CPC
863
Cookson Peirce & Co
Pennsylvania
$359K +$64.1K +1,536 +18%
RFO
864
RiverGlades Family Offices
Florida
$358K
SCP
865
Silverleafe Capital Partners
Tennessee
$358K
SIC
866
Shoker Investment Counsel
Ohio
$357K
WA
867
Wealth Alliance
New York
$357K +$25.6K +615 +7%
CCM
868
Cohen Capital Management
California
$355K
JIC
869
Johnson Investment Counsel
Ohio
$354K +$19.6K +469 +5%
IRC
870
Investors Research Corp
Georgia
$351K +$23.4K +560 +6%
KA
871
KLCM Advisors
Wisconsin
$348K
WPC
872
Wedmont Private Capital
Pennsylvania
$348K +$95.5K +2,290 +31%
CWM
873
Congress Wealth Management
Massachusetts
$347K -$1.04M -25,000 -72%
CHJWM
874
Carlton Hofferkamp & Jenks Wealth Management
Texas
$347K -$9.76K -234 -2%
FMWA
875
Forvis Mazars Wealth Advisors
Missouri
$344K +$28.3K +679 +8%