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Name Holding Trade Value Shares
Change
Change in
Stake
Nicholas Hoffman & Company
1126
Nicholas Hoffman & Company
Georgia
$714K +$32K +200 +4%
GD
1127
Grandfield & Dodd
New York
$710K – – –
LWAC
1128
Laurel Wealth Advisors (California)
California
$709K -$70.4K -440 -8%
KA
1129
Kovack Advisors
Florida
$708K -$26.6M -165,961 -97%
BWM
1130
Biltmore Wealth Management
Arizona
$708K +$112K +699 +17%
RWA
1131
River Wealth Advisors
Pennsylvania
$707K -$49.8K -311 -6%
SLT
1132
St Louis Trust
Missouri
$706K – – –
KWS
1133
Keystone Wealth Services
California
$706K +$4.96K +31 +0.7%
RSVP
1134
Ramsay Stattman Vela & Price
Colorado
$704K – – –
BPCA
1135
Bank Pictet & Cie (Asia)
Singapore
$704K -$33.1K -207 -4%
AAM
1136
AMI Asset Management
California
$697K -$19.1K -119 -2%
FAM
1137
Formidable Asset Management
Ohio
$696K -$20.8K -130 -3%
Alpha Cubed Investments
1138
Alpha Cubed Investments
California
$694K +$192K +1,199 +34%
IF
1139
Insight Folios
North Carolina
$693K +$32.3K +202 +5%
PMA
1140
Prudent Man Advisors
Illinois
$693K +$257K +1,605 +52%
GJIC
1141
Gamble Jones Investment Counsel
California
$691K – – –
KCM
1142
Karp Capital Management
California
$689K – – –
PCM
1143
Poehling Capital Management
Wisconsin
$687K -$167K -1,041 -18%
CMA
1144
Cedar Mountain Advisors
Oregon
$685K – – –
CSI
1145
Cross Staff Investments
New York
$683K – – –
EIP
1146
Easterly Investment Partners
Massachusetts
$682K +$736K +4,596 New
CF
1147
Copperwynd Financial
Arizona
$680K +$8.81K +55 +1%
PIM
1148
Perpetual Investment Management
Australia
$678K +$7.21K +45 +1%
PPWP
1149
Proquility Private Wealth Partners
Nevada
$675K +$80.4K +502 +12%
Wilbanks Smith & Thomas Asset Management
1150
Wilbanks Smith & Thomas Asset Management
Virginia
$674K -$10.2K -64 -1%