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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
876
Nicholas Hoffman & Company
Georgia
$578K +$50 +1 +0%
CHJWM
877
Carlton Hofferkamp & Jenks Wealth Management
Texas
$575K
MIM
878
Montgomery Investment Management
Maryland
$574K
AF
879
Allworth Financial
California
$569K +$300K +6,016 +130%
IAN
880
Integrated Advisors Network
Texas
$569K +$530K +10,636 New
DT
881
Diversified Trust
Tennessee
$568K +$9.31K +187 +2%
CAM
882
Congress Asset Management
Massachusetts
$567K
NWMG
883
National Wealth Management Group
Ohio
$565K +$526K +10,572 New
MYLI
884
Meiji Yasuda Life Insurance
Japan
$561K +$523K +10,500 New
AAS
885
Ameritas Advisory Services
Nebraska
$556K -$43.8K -879 -8%
SFA
886
Souders Financial Advisors
Ohio
$556K +$518K +10,398 New
OFG
887
Oxford Financial Group
Indiana
$556K +$23.9K +479 +5%
CC
888
Cannell & Co
New York
$555K -$225K -4,519 -30%
CI
889
Conning Inc
Connecticut
$553K -$2.84K -57 -0.5%
LFA
890
Legend Financial Advisors
Pennsylvania
$545K +$507K +10,189 New
AUB
891
Atlantic Union Bankshares
Virginia
$544K -$114K -2,286 -18%
CIA
892
Capital Investment Advisors
Georgia
$540K +$108K +2,177 +27%
PCM
893
Prelude Capital Management
New York
$539K +$98.7K +1,982 +24%
SCM
894
Shelton Capital Management
Colorado
$535K -$951K -19,092 -66%
LI
895
Lafayette Investments
Maryland
$535K
SIC
896
Shoker Investment Counsel
Ohio
$535K
SCP
897
Silverleafe Capital Partners
Tennessee
$535K
RFO
898
RiverGlades Family Offices
Florida
$535K +$498K +10,000 New
FMWA
899
Forvis Mazars Wealth Advisors
Missouri
$533K +$10.1K +203 +2%
KA
900
KLCM Advisors
Wisconsin
$531K +$9.96K +200 +2%