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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
1601
Norway Savings Bank
Maine
$763K -$3.6K -132 -0.5%
PAMG
1602
Patton Albertson Miller Group
Tennessee
$761K -$90.5K -3,315 -11%
OFW
1603
Omnia Family Wealth
Florida
$760K +$27K +990 +4%
PAM
1604
Peak Asset Management
Colorado
$757K -$20K -734 -3%
BFC
1605
Bedel Financial Consulting
Indiana
$753K +$700K +25,650 New
EIA
1606
Edgemoor Investment Advisors
Maryland
$750K -$107K -3,913 -13%
DLHL
1607
Donald L. Hagan LLC
Florida
$748K
MA
1608
MCF Advisors
Kentucky
$745K -$27.9K -1,022 -4%
SSW
1609
Smith Shellnut Wilson
Mississippi
$743K +$7.54K +276 +1%
CAS
1610
Cue Advisory Services
Arizona
$743K +$8.68K +318 +1%
TCM
1611
Texan Capital Management
Texas
$742K -$13.9K -509 -2%
AWM
1612
Avior Wealth Management
Nebraska
$742K +$435K +15,931 +171%
DLA
1613
Douglas Lane & Associates
New York
$741K -$17.8K -652 -3%
ROTUOC
1614
Regents of the University of California
California
$737K
SMFS
1615
Squar Milner Financial Services
California
$736K +$714K +26,158 New
RTS
1616
Round Table Services
New Jersey
$735K +$156K +5,704 +30%
PS
1617
Portfolio Solutions
Michigan
$734K -$7.13K -261 -1%
SAA
1618
Southeast Asset Advisors
Georgia
$732K +$273 +10 +0%
GTAM
1619
Global Trust Asset Management
Florida
$732K +$681K +24,923 New
GHA
1620
GW Henssler & Associates
Georgia
$728K -$59.6K -2,183 -8%
SIMM
1621
Stillwater Investment Management (Minnesota)
Minnesota
$726K -$74.3K -2,722 -10%
GAM
1622
Garrison Asset Management
Arkansas
$724K +$56.1K +2,055 +9%
PG
1623
Proffitt & Goodson
Tennessee
$722K +$3.03K +111 +0.5%
OAM
1624
Occidental Asset Management
California
$721K +$3.63K +133 +0.5%
MWP
1625
Moller Wealth Partners
$720K +$16.7K +611 +3%