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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1001
SFMG Wealth Advisors
Texas
$4M +$186K +3,298 +5%
OIA
1002
OneDigital Investment Advisors
Kansas
$3.99M +$61.5K +1,090 +2%
DBT
1003
Dubuque Bank & Trust
Iowa
$3.97M -$108K -1,915 -3%
PAM
1004
Paradigm Asset Management
New York
$3.97M -$113K -2,000 -3%
CWG
1005
Cornerstone Wealth Group
North Carolina
$3.95M +$124K +2,196 +3%
SCM
1006
Spreng Capital Management
Ohio
$3.95M +$132K +2,338 +4%
RMC
1007
Resources Management Corp
Connecticut
$3.94M -$126K -2,240 -3%
BHWA
1008
Beacon Harbor Wealth Advisors
Virginia
$3.93M +$100K +1,779 +3%
GVAG
1009
Great Valley Advisor Group
Delaware
$3.91M -$106K -1,881 -3%
PA
1010
Profund Advisors
Maryland
$3.91M +$202K +3,586 +6%
BOH
1011
Bank of Hawaii
Hawaii
$3.9M +$127K +2,248 +3%
LIM
1012
Leavell Investment Management
Alabama
$3.9M +$60.1K +1,065 +2%
HPIA
1013
Hamilton Point Investment Advisors
North Carolina
$3.89M +$47.1K +834 +1%
MJRIC
1014
Mogy Joel R Investment Counsel
California
$3.88M -$3.11M -55,023 -45%
WAP
1015
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$540K +9,565 +17%
MBTD
1016
Mechanics Bank - Trust Department
California
$3.88M -$162K -2,870 -4%
NAM
1017
NTV Asset Management
West Virginia
$3.88M +$42.5K +753 +1%
SIM
1018
Sterling Investment Management
Arizona
$3.88M +$1.65M +29,223 +78%
SNT
1019
Security National Trust
West Virginia
$3.84M -$44K -780 -1%
IEFM
1020
IQ EQ Fund Management
Ireland
$3.83M -$19.6K -348 -0.5%
CWM
1021
Concentric Wealth Management
California
$3.83M +$432K +7,647 +13%
TWM
1022
TriaGen Wealth Management
California
$3.81M -$46.6K -825 -1%
SIM
1023
Stratos Investment Management
Ohio
$3.81M -$275K -4,871 -7%
PFS
1024
Physicians Financial Services
North Carolina
$3.81M +$384K +6,797 +12%
HWAM
1025
Hennion & Walsh Asset Management
New Jersey
$3.8M +$3.69M +65,357 New