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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
901
Mitchell McLeod Pugh & Williams
Alabama
$367K
HPC
902
Hobart Private Capital
North Carolina
$364K +$42.9K +585 +15%
GG
903
Gofen & Glossberg
Illinois
$362K
S
904
SignatureFD
Georgia
$362K +$5.51K +75 +2%
VV
905
Verity & Verity
South Carolina
$358K -$14.7K -200 -4%
WP
906
WMS Partners
Maryland
$358K +$2.86K +39 +0.9%
IWM
907
IHT Wealth Management
Illinois
$353K +$33.7K +459 +12%
KWM
908
Kingsview Wealth Management
Oregon
$353K +$58.6K +798 +22%
MTC
909
McDaniel Terry & Co
Texas
$352K +$73.6K +1,003 +29%
WAG
910
Winthrop Advisory Group
Massachusetts
$350K
EW
911
Evoke Wealth
California
$349K +$323K +4,400 New
BS
912
Bessemer Securities
New York
$349K +$323K +4,400 New
AWM
913
Aevitas Wealth Management
Massachusetts
$345K +$220 +3 +0.1%
MBT
914
Montecito Bank & Trust
California
$342K +$21K +286 +7%
LA
915
Lau Associates
Delaware
$338K
WPA
916
West Paces Advisors
Georgia
$337K +$293K +3,996 +1,573%
BA
917
Boston Advisors
Massachusetts
$335K +$7.71K +105 +3%
SFG
918
Summit Financial Group
West Virginia
$335K +$310K +4,224 New
MMHP
919
Murphy Middleton Hinkle & Parker
Georgia
$334K -$5.21K -71 -2%
BWAM
920
Boyd Watterson Asset Management
Ohio
$332K +$307K +4,186 New
BCA
921
Bay Colony Advisors
Massachusetts
$331K -$7.41K -101 -2%
IA
922
IFG Advisory
Georgia
$329K -$4.7K -64 -2%
AUB
923
Atlantic Union Bankshares
Virginia
$327K -$41.1K -560 -12%
CIC
924
Crawford Investment Counsel
Georgia
$326K
SP
925
Symmetry Partners
Connecticut
$325K -$258K -3,510 -46%