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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1001
Herold Advisors
New York
$2.3M -$140K -3,783 -6%
CT
1002
Colonial Trust
South Carolina
$2.3M -$70.7K -1,911 -3%
HCA
1003
Horan Capital Advisors
Ohio
$2.28M +$17.1K +461 +0.8%
FWM
1004
Finer Wealth Management
Massachusetts
$2.27M +$60.3K +1,628 +3%
PCS
1005
Personal CFO Solutions
New Jersey
$2.27M +$199K +5,370 +10%
GWM
1006
Graybill Wealth Management
Illinois
$2.27M -$13.4K -362 -0.6%
KMWM
1007
Keudell/Morrison Wealth Management
Oregon
$2.26M +$9.11K +246 +0.4%
SFG
1008
SevenBridge Financial Group
Pennsylvania
$2.26M -$234K -6,309 -9%
BA
1009
Baugh & Associates
Georgia
$2.26M -$34.5K -931 -2%
SS
1010
Sunbelt Securities
Texas
$2.26M +$202K +5,454 +10%
RMAM
1011
Raab & Moskowitz Asset Management
New Jersey
$2.25M -$18.8K -509 -0.8%
TAM
1012
Terrapin Asset Management
Florida
$2.23M
HAM
1013
Hedges Asset Management
Nevada
$2.23M -$111K -3,000 -5%
PAM
1014
Paradigm Asset Management
New York
$2.23M +$255K +6,900 +13%
NIM
1015
Nexus Investment Management
Ontario, Canada
$2.22M +$62.9K +1,700 +3%
AFG
1016
Albion Financial Group
Utah
$2.22M -$1.3M -35,068 -37%
Group One Trading
1017
Group One Trading
Illinois
$2.22M -$640K -17,297 -22%
DWT
1018
Dorsey & Whitney Trust
South Dakota
$2.22M -$178K -4,816 -7%
CSPIA
1019
Cary Street Partners Investment Advisory
Virginia
$2.21M -$2.12M -57,269 -49%
LWM
1020
Laidlaw Wealth Management
New York
$2.21M +$7.18K +194 +0.3%
NCM
1021
Nelson Capital Management
California
$2.2M -$50.7K -1,370 -2%
MOS
1022
MGO One Seven
Ohio
$2.2M -$1.38M -37,363 -39%
IIC
1023
Ironwood Investment Counsel
Arizona
$2.2M +$266K +7,183 +14%
GAM
1024
Griffin Asset Management
New York
$2.2M +$978K +26,417 +81%
MGWM
1025
Marks Group Wealth Management
Minnesota
$2.19M +$57.5K +1,553 +3%