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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
751
Nicholas Hoffman & Company
Georgia
$3.22M +$488K +23,208 +17%
BBHC
752
Brown Brothers Harriman & Co
New York
$3.21M -$334K -15,892 -9%
NC
753
Nicholas Company
Wisconsin
$3.18M
CWM
754
Concentric Wealth Management
California
$3.17M +$175K +8,322 +6%
EWA
755
Exencial Wealth Advisors
Oklahoma
$3.17M -$12.6K -602 -0.4%
WA
756
WealthTrust Axiom
Pennsylvania
$3.16M -$27.8K -1,324 -0.8%
CWA
757
Carolina Wealth Advisors
South Carolina
$3.14M +$71.9K +3,421 +2%
KMWM
758
Keudell/Morrison Wealth Management
Oregon
$3.13M -$30.1K -1,435 -0.9%
EFS
759
Essex Financial Services
Connecticut
$3.13M -$112K -5,353 -3%
FA
760
Financial Advantage
Maryland
$3.11M +$1.93K +92 +0.1%
AIA
761
Affinity Investment Advisors
California
$3.07M +$124K +5,883 +4%
SMC
762
Smith, Moore & Co
Missouri
$3.07M -$152K -7,252 -5%
AWMT
763
AAFMAA Wealth Management & Trust
North Carolina
$3.07M -$130K -6,165 -4%
RG
764
Retirement Group
California
$3.05M +$12.9K +613 +0.4%
PCM
765
Parsons Capital Management
Rhode Island
$3.04M +$81.7K +3,888 +3%
APP
766
Avantax Planning Partners
Iowa
$3.04M -$86.3K -4,106 -3%
GIM
767
Guardian Investment Management
California
$3.04M -$786K -37,420 -20%
FNT
768
First National Trust
Pennsylvania
$3.03M -$84.7K -4,032 -3%
CANC
769
Culbertson A N & Co
Virginia
$3.03M +$100K +4,769 +3%
JWM
770
Jeppson Wealth Management
California
$3.01M +$464K +22,101 +18%
DAM
771
Delta Asset Management
Tennessee
$3.01M +$87.5K +4,164 +3%
DT
772
Diversified Trust
Tennessee
$3M +$196K +9,352 +7%
EIA
773
Eastover Investment Advisors
North Carolina
$3M +$149K +7,081 +5%
SL
774
Summitry LLC
California
$3M -$105K -4,990 -3%
ClearBridge Investments
775
ClearBridge Investments
New York
$2.99M +$121K +5,776 +4%