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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1151
Summit Financial Group
West Virginia
$382K
TPW
1152
TL Private Wealth
Texas
$380K +$381K +3,250 New
CCP
1153
Cardan Capital Partners
Colorado
$379K +$117 +1 +0%
MBTD
1154
Mechanics Bank - Trust Department
California
$378K
TC
1155
Tatro Capital
Kentucky
$377K +$345K +2,939 New
BW
1156
Bison Wealth
Georgia
$376K -$72.2K -615 -17%
MFG
1157
Magnus Financial Group
New York
$373K +$2.23K +19 +0.7%
BAM
1158
Beaumont Asset Management
Texas
$373K +$342K +2,917 New
APP
1159
Avantax Planning Partners
Iowa
$372K -$23.2K -198 -6%
DA
1160
Dillon & Associates
Michigan
$371K
LIM
1161
Loudon Investment Management
New Hampshire
$370K -$39.4K -336 -10%
WCM
1162
Whitener Capital Management
North Carolina
$370K
PGIM
1163
Pacific Global Investment Management
California
$369K -$12.9K -110 -4%
WTB
1164
Washington Trust Bank
Washington
$367K
PCA
1165
Personal Capital Advisors
California
$366K -$13.6K -116 -4%
KA
1166
Kovack Advisors
Florida
$366K +$27.8K +237 +9%
CAL
1167
Capital Analysts LLC
Pennsylvania
$366K +$39K +332 +13%
Coatue Management
1168
Coatue Management
New York
$365K -$2.09M -17,804 -86%
WAAG
1169
Wealth Alliance Advisory Group
Kansas
$365K +$11.7K +100 +4%
HB
1170
Homrich & Berg
Georgia
$363K -$22.7K -193 -6%
PL
1171
Plancorp LLC
Missouri
$363K -$235 -2 -0.1%
OWA
1172
One Wealth Advisors
California
$363K +$332K +2,832 New
HWMG
1173
Hurlow Wealth Management Group
Indiana
$361K -$939 -8 -0.3%
AIP
1174
Almanack Investment Partners
Pennsylvania
$361K
CT
1175
Chicago Trust
Illinois
$360K