Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
1151
Ramsay Stattman Vela & Price
Colorado
$382K -$1.29K -11 -0.4%
SFG
1152
Summit Financial Group
West Virginia
$382K – – –
TPW
1153
TL Private Wealth
Texas
$380K +$381K +3,250 New
CCP
1154
Cardan Capital Partners
Colorado
$379K +$117 +1 +0%
MBTD
1155
Mechanics Bank - Trust Department
California
$378K – – –
TC
1156
Tatro Capital
Kentucky
$377K +$345K +2,939 New
BW
1157
Bison Wealth
Georgia
$376K -$72.2K -615 -17%
MFG
1158
Magnus Financial Group
New York
$373K +$2.23K +19 +0.7%
BAM
1159
Beaumont Asset Management
Texas
$373K +$342K +2,917 New
APP
1160
Avantax Planning Partners
Iowa
$372K -$23.2K -198 -6%
DA
1161
Dillon & Associates
Michigan
$371K – – –
LIM
1162
Loudon Investment Management
New Hampshire
$370K -$39.4K -336 -10%
WCM
1163
Whitener Capital Management
North Carolina
$370K – – –
PGIM
1164
Pacific Global Investment Management
California
$369K -$12.9K -110 -4%
WTB
1165
Washington Trust Bank
Washington
$367K – – –
PCA
1166
Personal Capital Advisors
California
$366K -$13.6K -116 -4%
KA
1167
Kovack Advisors
Florida
$366K +$27.8K +237 +9%
CAL
1168
Capital Analysts LLC
Pennsylvania
$366K +$39K +332 +13%
Coatue Management
1169
Coatue Management
New York
$365K -$2.09M -17,804 -86%
WAAG
1170
Wealth Alliance Advisory Group
Kansas
$365K +$11.7K +100 +4%
HB
1171
Homrich & Berg
Georgia
$363K -$22.7K -193 -6%
PL
1172
Plancorp LLC
Missouri
$363K -$235 -2 -0.1%
OWA
1173
One Wealth Advisors
California
$363K +$332K +2,832 New
HWMG
1174
Hurlow Wealth Management Group
Indiana
$361K -$939 -8 -0.3%
AIP
1175
Almanack Investment Partners
Pennsylvania
$361K – – –