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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
701
Blue Trust Inc
Georgia
$987K +$182K +846 +24%
AWS
702
Arkfeld Wealth Strategies
Nebraska
$982K +$644 +3 +0.1%
PI
703
PFG Investments
New York
$981K +$231K +1,075 +33%
KRW
704
Kaufman Rossin Wealth
Florida
$979K -$118K -551 -11%
RIP
705
Reliant Investment Partners
North Carolina
$979K – – –
LIA
706
LBMC Investment Advisors
Tennessee
$976K – – –
PF
707
Phoenix Financial
Israel
$975K -$11.8K -55 -1%
RRA
708
Round Rock Advisors
Connecticut
$973K – – –
SFG
709
Synergy Financial Group
California
$971K -$15.9K -74 -2%
HCM
710
Hollencrest Capital Management
California
$968K +$753K +3,508 +449%
ACA
711
Aptus Capital Advisors
Alabama
$966K -$141K -655 -13%
WIA
712
Wealthedge Investment Advisors
New York
$963K +$80.3K +374 +10%
GA
713
GraniteShares Advisors
New York
$963K -$23.6K -110 -3%
FCA
714
Fortis Capital Advisors
Kansas
$955K -$18.5K -86 -2%
CA
715
Capital Advantage
California
$950K -$42.9K -200 -5%
MNBTD
716
Moody National Bank Trust Division
Texas
$948K -$13.5K -63 -1%
CRCM
717
Crystal Rock Capital Management
Illinois
$947K – – –
HIA
718
Harbor Investment Advisory
Maryland
$947K +$17.8K +83 +2%
CT
719
Coastline Trust
Rhode Island
$943K +$9.02K +42 +1%
NP
720
Nilsine Partners
Colorado
$943K +$22.8K +106 +3%
WPC
721
Wedmont Private Capital
Pennsylvania
$940K +$32K +149 +4%
IAIM
722
International Assets Investment Management
Florida
$940K – – –
WA
723
Wealth Alliance
New York
$939K +$60.8K +283 +7%
RMP
724
Richards, Merrill & Peterson
Washington
$925K -$36.7K -171 -4%
AWM
725
Ariadne Wealth Management
California
$924K +$6.23K +29 +0.8%