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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1001
Perigon Wealth Management
California
$293K -$165K -2,293 -34%
PAMG
1002
Patton Albertson Miller Group
Tennessee
$292K -$21.6K -301 -6%
SF
1003
Synovus Financial
Georgia
$291K -$18.2K -253 -5%
VHAM
1004
Van Hulzen Asset Management
California
$291K +$14.1K +196 +5%
OC
1005
Oakworth Capital
Alabama
$290K -$2.01K -28 -0.6%
CPIA
1006
Cornell Pochily Investment Advisors
New York
$289K +$287 +4 +0.1%
GWA
1007
GGM Wealth Advisors
Maryland
$289K +$72 +1 +0%
CAC
1008
Core Alternative Capital
Georgia
$286K +$290K +4,035 +1,354%
AW
1009
Avion Wealth
Texas
$286K +$2.95K +41 +1%
ILI
1010
Invesco LLC (Illinois)
Illinois
$286K +$4.89K +68 +2%
MMHP
1011
Murphy Middleton Hinkle & Parker
Georgia
$286K +$144 +2 +0%
CTC
1012
Central Trust Company
Missouri
$284K -$55.7K -775 -15%
IIA
1013
ICW Investment Advisors
Arizona
$282K +$9.2K +128 +3%
VFA
1014
Valeo Financial Advisors
Indiana
$282K -$31.5K -439 -9%
BFAG
1015
Blackston Financial Advisory Group
Florida
$280K +$36.1K +503 +13%
AB
1016
Atlas Brown
Kentucky
$278K
NQWM
1017
Northwest Quadrant Wealth Management
Oregon
$278K +$862 +12 +0.3%
RIA
1018
Richwood Investment Advisors
Ohio
$277K
HIC
1019
Holderness Investments Company
North Carolina
$276K -$10.8K -150 -3%
IAIM
1020
International Assets Investment Management
Florida
$275K -$3.56M -49,541 -92%
CFP
1021
Catalyst Financial Partners
Massachusetts
$275K +$6.18K +86 +2%
WF
1022
Williams Financial
Vermont
$275K -$14.6K -203 -5%
FHA
1023
Flagship Harbor Advisors
Massachusetts
$274K -$15.8K -220 -5%
BIA
1024
Bigelow Investment Advisors
Maine
$274K +$6.25K +87 +2%
CCA
1025
Cobblestone Capital Advisors
New York
$273K +$57.5K +800 +24%