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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1901
Palisades Hudson Asset Management
Florida
$523K
TIM
1902
Thompson Investment Management
Wisconsin
$523K +$20.2K +761 +4%
WAG
1903
Winthrop Advisory Group
Massachusetts
$522K +$49.2K +1,858 +11%
BWAM
1904
Boyd Watterson Asset Management
Ohio
$521K
GIM
1905
Greylin Investment Management
Virginia
$520K +$1.25K +47 +0.3%
MWA
1906
Meridian Wealth Advisors
Texas
$520K +$57.9K +2,185 +14%
FSC
1907
Full Sail Capital
Oklahoma
$520K +$84.4K +3,184 +22%
BBWA
1908
Bell & Brown Wealth Advisors
California
$516K -$9.33K -352 -2%
LFG
1909
LifePlan Financial Group
Ohio
$516K
ODCM
1910
Old Dominion Capital Management
Virginia
$515K +$60.1K +2,269 +14%
BRA
1911
Bender Robert & Associates
California
$514K
PAM
1912
Peak Asset Management
Colorado
$511K
CAAS
1913
Capital Asset Advisory Services
Michigan
$511K +$85.2K +3,217 +22%
PHK
1914
Point72 Hong Kong
Hong Kong
$511K +$474K +17,875 New
WCM
1915
Wedge Capital Management
North Carolina
$509K
PIMG
1916
Patriot Investment Management Group
Tennessee
$506K +$662 +25 +0.1%
EDRIA
1917
Edmonds Duncan Registered Investment Advisors
Kansas
$504K -$30K -1,132 -6%
COI
1918
Capital One Investing
Virginia
$502K -$35.1K -1,324 -7%
NWM
1919
Northwest Wealth Management
Iowa
$502K +$39.6K +1,495 +9%
PFG
1920
Piershale Financial Group
Illinois
$501K -$4.32K -163 -0.9%
BCM
1921
Breiter Capital Management
Florida
$500K -$65.4K -2,469 -12%
HFA
1922
Hoover Financial Advisors
Pennsylvania
$499K +$3.97K +150 +0.9%
SCM
1923
Smith Capital Management
Arkansas
$496K -$95.7K -3,613 -17%
CBT
1924
Capital Bank & Trust
California
$495K -$23.1K -872 -5%
OIM
1925
Orca Investment Management
Oregon
$495K -$3.21K -121 -0.7%