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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1926
Cary Street Partners Investment Advisory
Virginia
$316K -$1.24M -6,424 -80%
ISFAN
1927
Investor's Fiduciary Advisor Network
Washington
$316K +$311K +1,605 New
KA
1928
Kercheville Advisors
Texas
$316K +$310K +1,600 New
FCM
1929
Fourpath Capital Management
Oklahoma
$315K -$19.9K -103 -6%
GWA
1930
Gutierrez Wealth Advisory
Arkansas
$314K +$308K +1,589 New
GWANC
1931
Guardian Wealth Advisors (North Carolina)
North Carolina
$314K +$308K +1,589 New
ANBT
1932
American National Bank & Trust
Texas
$314K -$1.35K -7 -0.4%
PB
1933
Pinnacle Bancorp
Nebraska
$313K +$29.2K +151 +11%
MFC
1934
Morris Financial Concepts
South Carolina
$312K +$8.13K +42 +3%
WKSWA
1935
White Knight Strategic Wealth Advisors
New Jersey
$312K +$306K +1,582 New
BRG
1936
Bay Rivers Group
Virginia
$312K +$38.7K +200 +15%
1SB
1937
1ST Source Bank
Indiana
$310K +$18.2K +94 +6%
SSWM
1938
Smith Salley Wealth Management
North Carolina
$310K +$23K +119 +8%
TCM
1939
Traynor Capital Management
Pennsylvania
$309K +$10.1K +52 +3%
NCM
1940
Novare Capital Management
North Carolina
$307K +$3.48K +18 +1%
CT
1941
Colonial Trust
South Carolina
$307K -$3.29K -17 -1%
AA
1942
Apriem Advisors
California
$307K +$387 +2 +0.1%
EA
1943
Everpar Advisors
Oklahoma
$307K +$8.32K +43 +3%
NI
1944
NCP Inc
California
$306K +$145K +750 +94%
PCM
1945
Park Capital Management
Wisconsin
$306K +$300K +1,550 New
MWM
1946
Mosley Wealth Management
California
$306K +$26.1K +135 +10%
SMG
1947
Smart Money Group
Texas
$306K +$4.26K +22 +1%
GSWM
1948
Golden State Wealth Management
California
$305K +$299K +1,544 New
SDWIA
1949
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$305K +$2.52K +13 +0.8%
WAG
1950
Wiser Advisor Group
Arizona
$304K +$40.8K +211 +16%