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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1851
Mayflower Financial Advisors
Massachusetts
$3.41M +$62.7K +195 +2%
NHC
1852
Nicholas Hoffman & Company
Georgia
$3.39M -$118K -366 -3%
KMWM
1853
Keudell/Morrison Wealth Management
Oregon
$3.39M -$61.1K -190 -2%
HCM
1854
Hall Capital Management
Rhode Island
$3.38M -$30.5K -95 -0.9%
CFG
1855
Cooper Financial Group
California
$3.38M -$478K -1,488 -12%
CFMC
1856
Curbstone Financial Management Corp
New Hampshire
$3.38M +$16.1K +50 +0.4%
CRWM
1857
Castle Rock Wealth Management
California
$3.37M +$58.8K +183 +2%
GCM
1858
Gables Capital Management
Florida
$3.37M -$48.2K -150 -1%
HFRG
1859
Houlihan Financial Resource Group
Virginia
$3.37M +$322 +1 +0%
ICP
1860
Impact Capital Partners
Colorado
$3.36M +$682K +2,122 +24%
AGAM
1861
AK Global Asset Management
California
$3.35M +$881K +2,740 +33%
GJWM
1862
Gilliland Jeter Wealth Management
Arkansas
$3.35M +$16.7K +52 +0.5%
BWM
1863
Bernard Wealth Management
Michigan
$3.35M -$248K -772 -7%
SP
1864
Sarasin & Partners
United Kingdom
$3.35M +$3.56M +11,068 New
CAAS
1865
Capital Asset Advisory Services
Michigan
$3.35M -$1.59M -4,944 -32%
LOAME
1866
Lombard Odier Asset Management (Europe)
United Kingdom
$3.34M -$2.94M -9,146 -45%
GCA
1867
Gallagher Capital Advisors
Texas
$3.34M -$24.8K -77 -0.7%
SIC
1868
SJS Investment Consulting
Ohio
$3.33M -$46K -143 -1%
ABTD
1869
Arvest Bank Trust Division
Oklahoma
$3.32M +$3.05M +9,475 +621%
TSS
1870
Two Sigma Securities
New York
$3.32M +$3.04M +9,449 +616%
KWM
1871
Koa Wealth Management
California
$3.32M +$480K +1,494 +16%
BP
1872
BBR Partners
New York
$3.32M -$111K -345 -3%
PWPS
1873
Pinnacle Wealth Planning Services
Ohio
$3.31M -$128K -399 -4%
SFG
1874
Snider Financial Group
Washington
$3.31M +$322 +1 +0%
VWA
1875
Visionary Wealth Advisors
Illinois
$3.31M +$286K +888 +9%