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Name Holding Trade Value Shares
Change
Change in
Stake
NAMP
1251
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$931K
WEG
1252
World Equity Group
Illinois
$931K +$965K +52,159 New
CRI
1253
Colonial River Investments
Virginia
$930K -$116K -6,294 -11%
HKIM
1254
Hayek Kallen Investment Management
Alabama
$927K -$39.9K -2,158 -4%
WAM
1255
Westport Asset Management
Connecticut
$927K
CAAS
1256
Capital Asset Advisory Services
Michigan
$925K +$27.5K +1,484 +3%
AHC
1257
Adell Harriman & Carpenter
Texas
$925K -$553K -29,915 -37%
WCM
1258
Washington Capital Management
Washington
$923K -$13.5K -728 -1%
VCM
1259
Virtue Capital Management
Tennessee
$922K +$88.9K +4,805 +10%
ECG
1260
Edge Capital Group
Georgia
$921K +$267K +14,429 +39%
HT
1261
HighTower Trust
Texas
$921K +$360K +19,469 +61%
9WM
1262
9258 Wealth Management
Ohio
$918K -$21.8K -1,176 -2%
WSTAM
1263
Wilbanks Smith & Thomas Asset Management
Virginia
$918K +$242K +13,062 +26%
IRC
1264
Investors Research Corp
Georgia
$918K +$335K +18,101 +54%
M
1265
Mirova
France
$913K -$8.38K -453 -0.9%
FHC
1266
First Heartland Consultants
Missouri
$911K -$32.4K -1,751 -3%
HWM
1267
Horizon Wealth Management
Illinois
$911K +$4.61K +249 +0.5%
NP
1268
NorthRock Partners
Minnesota
$910K -$92.5K -5,001 -7%
SAM
1269
Summit Asset Management
Tennessee
$910K +$84.6K +4,575 +10%
PPWP
1270
Proquility Private Wealth Partners
Nevada
$910K +$470K +25,389 +71%
LSAG
1271
Lake Street Advisors Group
New Hampshire
$909K +$406K +21,957 +76%
BTWM
1272
Baker Tilly Wealth Management
Wisconsin
$908K +$157K +8,471 +20%
CWP
1273
CFM Wealth Partners
Texas
$904K -$102K -5,534 -10%
DAM
1274
Derbend Asset Management
Georgia
$904K
SFG
1275
Sovereign Financial Group
Connecticut
$904K +$231K +12,504 +33%