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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1001
GEM Asset Management
Michigan
$221K +$235K +3,432 New
CA
1002
Continuum Advisory
Idaho
$221K -$58.5K -855 -20%
ONST
1003
Old North State Trust
North Carolina
$220K
LFA
1004
Laraway Financial Advisors
Minnesota
$219K +$233K +3,400 New
BFA
1005
Beaumont Financial Advisors
Massachusetts
$219K
FNFDCM
1006
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$219K
EWM
1007
Executive Wealth Management
Michigan
$219K +$205 +3 +0.1%
WW
1008
Waterfront Wealth
Kansas
$218K
MIC
1009
Means Investment Company
Maine
$217K +$274 +4 +0.1%
DA
1010
Dillon & Associates
Michigan
$215K
AW
1011
Apricus Wealth
South Carolina
$215K
CIC
1012
Carnegie Investment Counsel
Ohio
$214K +$205 +3 +0.1%
ERIC
1013
Eagle Rock Investment Company
Georgia
$214K -$9.93K -145 -4%
JWCA
1014
J.W. Cole Advisors
Florida
$213K +$21.4K +313 +10%
FCCM
1015
First City Capital Management
Georgia
$212K +$207K +3,030 New
LBA
1016
Lowell Blake & Associates
Massachusetts
$211K
NP
1017
NorthRock Partners
Minnesota
$210K -$12.9K -189 -5%
TWM
1018
TriaGen Wealth Management
California
$210K
SFS
1019
Stiles Financial Services
Minnesota
$210K +$890 +13 +0.4%
CPC
1020
Consolidated Planning Corp
Georgia
$210K -$268K -3,913 -55%
ACM
1021
Advisors Capital Management
New Jersey
$209K +$2.74K +40 +1%
EWP
1022
Engrave Wealth Partners
Texas
$209K
FCB
1023
First Command Bank
Texas
$208K -$870K -12,707 -80%
FCFS
1024
First Command Financial Services
Texas
$208K -$870K -12,707 -80%
FCP
1025
Fidelis Capital Partners
Florida
$208K +$210K +3,070 New