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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1001
Marquette Asset Management
Minnesota
$372K
NHC
1002
Nicholas Hoffman & Company
Georgia
$372K
CF
1003
Clarity Financial
Texas
$372K +$362K +3,093 New
LDFR
1004
Lehman & Derafelo Financial Resources
Pennsylvania
$371K -$11.7K -100 -3%
SC
1005
Savant Capital
Illinois
$370K +$36.6K +312 +11%
FDS
1006
First Dallas Securities
Texas
$368K -$140K -1,191 -28%
WPW
1007
Waldron Private Wealth
Pennsylvania
$367K -$12.3K -105 -3%
BHWM
1008
Bar Harbor Wealth Management
New Hampshire
$363K -$16.8K -143 -5%
PFPT
1009
Pinnacle Financial Partners (Tennessee)
Tennessee
$363K +$14.3K +122 +4%
PWA
1010
Pinnacle Wealth Advisors
Tennessee
$363K +$355K +3,028 New
TCA
1011
Transcend Capital Advisors
New Jersey
$362K +$353K +3,015 New
AP
1012
Americana Partners
Texas
$361K +$1.64K +14 +0.5%
CWM
1013
Cornerstone Wealth Management
Missouri
$361K +$94.9K +810 +37%
CCM
1014
CloudAlpha Capital Management
Hong Kong
$360K -$32.4M -276,615 -99%
BS
1015
Banco Santander
Spain
$360K -$10M -85,442 -97%
HFA
1016
High Falls Advisors
New York
$360K
RWA
1017
Redhawk Wealth Advisors
Minnesota
$359K +$3.05K +26 +0.9%
P
1018
Palladiem
Pennsylvania
$358K
SS
1019
Sunbelt Securities
Texas
$356K -$21.8K -186 -6%
MAFM
1020
Mid Atlantic Financial Management
Pennsylvania
$356K -$18K -154 -5%
BCA
1021
Bay Colony Advisors
Massachusetts
$354K
SAG
1022
Spotlight Asset Group
Illinois
$354K +$13.4K +114 +4%
PWM
1023
Perigon Wealth Management
California
$352K -$102K -868 -23%
RB
1024
Renasant Bank
Mississippi
$350K -$1.41K -12 -0.4%
SB
1025
Simmons Bank
Arkansas
$349K +$3.16K +27 +0.9%