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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1076
Intercontinental Wealth Advisors
Texas
$498K +$411K +3,483 New
First Manhattan
1077
First Manhattan
New York
$497K +$35.4K +300 +9%
CFFP
1078
Center for Financial Planning
Michigan
$496K +$37.2K +315 +10%
RDWM
1079
Red Door Wealth Management
Tennessee
$496K +$95.6K +810 +31%
HFA
1080
Hoover Financial Advisors
Pennsylvania
$496K +$151K +1,275 +58%
ATC
1081
Adirondack Trust Company
New York
$494K +$20.2K +171 +5%
SCG
1082
Sonata Capital Group
Washington
$493K -$407K -3,450 -50%
SC
1083
Searle & Co
Connecticut
$493K
WF
1084
Welch & Forbes
Massachusetts
$493K
LCC
1085
Lincoln Capital Corp
Rhode Island
$493K +$407K +3,450 New
CIAS
1086
Capital Investment Advisory Services
North Carolina
$492K +$64.5K +546 +19%
OC
1087
Oarsman Capital
Wisconsin
$491K -$117K -990 -22%
BB
1088
Busey Bank
Illinois
$490K +$43.6K +369 +12%
FVWA
1089
Foster Victor Wealth Advisors
South Carolina
$489K -$213K -1,800 -34%
TIM
1090
Total Investment Management
Arizona
$488K +$77.2K +654 +21%
TC
1091
Trilogy Capital
California
$485K +$41.1K +348 +11%
HHGA
1092
Halbert Hargrove Global Advisors
California
$485K +$47.8K +405 +14%
HI
1093
Human Investing
Oregon
$483K -$188K -1,590 -32%
WP
1094
WMS Partners
Maryland
$483K -$36.5K -309 -8%
EWM
1095
Endurance Wealth Management
Rhode Island
$482K +$43.9K +372 +12%
SWMG
1096
Signature Wealth Management Group
Georgia
$482K +$45.3K +384 +13%
GIA
1097
Granite Investment Advisors
New Hampshire
$478K
PWMAG
1098
Pinnacle Wealth Management Advisory Group
New Jersey
$478K +$3.19K +27 +0.8%
KP
1099
Keel Point
Alabama
$478K +$395K +3,342 New
TWM
1100
Titus Wealth Management
California
$478K +$395K +3,345 New