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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
1026
Venture Visionary Partners
Ohio
$317K -$18.9K -274 -6%
Jones Financial Companies
1027
Jones Financial Companies
Missouri
$317K +$23K +333 +8%
MMHP
1028
Murphy Middleton Hinkle & Parker
Georgia
$317K +$207 +3 +0.1%
AW
1029
Avion Wealth
Texas
$316K -$1.24K -18 -0.4%
IAS
1030
Insigneo Advisory Services
Florida
$314K +$296K +4,292 New
SSWM
1031
Smith Salley Wealth Management
North Carolina
$312K -$27.3K -396 -8%
NAS
1032
Nicolet Advisory Services
Wisconsin
$311K +$284K +4,112 New
RWM
1033
Revisor Wealth Management
Ohio
$309K -$92.9K -1,346 -24%
NQWM
1034
Northwest Quadrant Wealth Management
Oregon
$308K +$966 +14 +0.3%
SF
1035
Synovus Financial
Georgia
$308K -$13.2K -191 -4%
9WM
1036
9258 Wealth Management
Ohio
$308K -$15.8K -229 -5%
ILI
1037
Invesco LLC (Illinois)
Illinois
$308K -$8.42K -122 -3%
AB
1038
Atlas Brown
Kentucky
$308K
HSWM
1039
Hubbell Strickland Wealth Management
Louisiana
$307K -$48.7K -706 -14%
HIC
1040
Holderness Investments Company
North Carolina
$306K
CTC
1041
Central Trust Company
Missouri
$306K -$8.01K -116 -3%
HTHT
1042
Hemenway Trust Hemenway Trust
New Hampshire
$303K -$169K -2,445 -37%
TFA
1043
Transamerica Financial Advisors
Florida
$302K -$66.7K -966 -19%
WSC
1044
Wellington Shields & Co
New York
$301K -$204K -2,958 -42%
LCM
1045
Liberty Capital Management
Michigan
$300K
BCFD
1046
Boit C.F. David
$300K +$276K +4,000 New
CCA
1047
Cobblestone Capital Advisors
New York
$300K -$2.76K -40 -1%
CIC
1048
Crawford Investment Counsel
Georgia
$300K +$4.14K +60 +1%
RFS
1049
Retirement Financial Solutions
Tennessee
$298K +$281K +4,072 New
IF
1050
Insight Folios
North Carolina
$297K -$2K -29 -0.7%