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Name Holding Trade Value Shares
Change
Change in
Stake
DT
1126
Diversified Trust
Tennessee
$2.6M +$1.45M +50,140 +133%
FCA
1127
FLC Capital Advisors
California
$2.6M +$75.3K +2,608 +3%
NHC
1128
Nicholas Hoffman & Company
Georgia
$2.59M +$25.4K +878 +1%
CWP
1129
CFM Wealth Partners
Texas
$2.59M +$2.61M +90,227 New
TA
1130
Townsend & Associates
Colorado
$2.59M -$47.7K -1,651 -2%
DLCIG
1131
D.L. Carlson Investment Group
New Hampshire
$2.59M +$5.4K +187 +0.2%
DA
1132
Detalus Advisors
Missouri
$2.58M +$2.53M +87,556 New
PL
1133
Perpetual Ltd
Australia
$2.58M
RCM
1134
Radnor Capital Management
Pennsylvania
$2.57M
FBC
1135
Fairfield, Bush & Co
Connecticut
$2.57M +$23.3K +808 +0.9%
HCM
1136
Hall Capital Management
Rhode Island
$2.56M -$14.7K -510 -0.6%
BFO
1137
Boston Family Office
Massachusetts
$2.56M +$22.3K +772 +0.9%
JIC
1138
Joel Isaacson & Co
New York
$2.56M +$245K +8,470 +11%
RA
1139
RFG Advisory
Alabama
$2.56M +$69.9K +2,420 +3%
FBT
1140
First Bankers Trust
Kentucky
$2.54M -$171K -5,931 -6%
SGCA
1141
Steel Grove Capital Advisors
Tennessee
$2.53M -$143K -4,969 -5%
MCM
1142
Monument Capital Management
Virginia
$2.53M +$23.1K +799 +0.9%
CLOS
1143
Compagnie Lombard Odier SCmA
Switzerland
$2.53M +$1.41M +48,734 +131%
AIA
1144
AGF Investments America
Ontario, Canada
$2.52M +$21.8K +756 +0.9%
PWLP
1145
Prio Wealth Limited Partnership
Massachusetts
$2.52M +$120K +4,144 +5%
TPWA
1146
TRUE Private Wealth Advisors
Oregon
$2.52M +$329K +11,391 +15%
CAC
1147
Core Alternative Capital
Georgia
$2.51M +$2.46M +85,160 New
GBBWRPM
1148
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.51M -$34.1K -1,181 -1%
BG
1149
Bahl & Gaynor
Ohio
$2.51M -$137K -4,738 -5%
GBT
1150
Grove Bank & Trust
Florida
$2.51M -$59.3K -2,053 -2%