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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1201
Bruderman Asset Management
New York
$168K
MYIA
1202
Mount Yale Investment Advisors
Colorado
$167K +$17.7K +75 +12%
CS
1203
Credential Securities
$165K -$72.1K -305 -31%
BCP
1204
Blue Chip Partners
Michigan
$165K -$142K -600 -47%
CWM
1205
Catamount Wealth Management
Connecticut
$161K +$34.3K +145 +30%
IWP
1206
Icon Wealth Partners
Texas
$155K -$51.1K -216 -25%
EFSCE
1207
Enterprise Financial Services Corp (EFSC)
Missouri
$147K
KTC
1208
Kistler-Tiffany Companies
Pennsylvania
$137K
AssetMark Inc
1209
AssetMark Inc
California
$135K -$10.2K -43 -7%
AOWM
1210
Alpha Omega Wealth Management
Virginia
$131K +$8.52K +36 +7%
IFAM
1211
Institutional & Family Asset Management
Colorado
$126K +$27.4K +116 +29%
LPIC
1212
LeJeune Puetz Investment Counsel
Michigan
$126K +$122K +515 New
RFA
1213
Reilly Financial Advisors
California
$123K -$16.6K -70 -12%
BC
1214
Bartlett & Co
Ohio
$122K
BCWM
1215
Bartlett & Co Wealth Management
Ohio
$122K
FRA
1216
Front Row Advisors
California
$114K -$1.89K -8 -2%
VCM
1217
Vigilant Capital Management
Maine
$113K +$24.6K +104 +29%
AWA
1218
Acorn Wealth Advisors
Michigan
$111K
CTB
1219
Country Trust Bank
Illinois
$110K -$237 -1 -0.2%
SEIA
1220
Signature Estate & Investment Advisors
California
$107K +$104K +439 New
KLWA
1221
Kelly Lawrence W & Associates
California
$103K
MPPLM
1222
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$100K -$473 -2 -0.5%
STA
1223
Summit Trail Advisors
New York
$98K -$421K -1,781 -82%
CB
1224
Community Bank
New York
$98K -$69.8K -295 -42%
CFA
1225
Camarda Financial Advisors
Florida
$98K