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Name Holding Trade Value Shares
Change
Change in
Stake
MAG
401
MRA Advisory Group
New Jersey
$120K – – –
KOMWMG
402
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$120K +$117K +2,049 New
FFN
403
Focus Financial Network
Minnesota
$118K – – –
MPAM
404
Murphy Pohlad Asset Management
Minnesota
$116K – – –
BAM
405
Belpointe Asset Management
Nevada
$113K +$110K +1,933 New
IA
406
IFP Advisors
Florida
$111K -$16.2K -284 -13%
FPS
407
Fieldpoint Private Securities
Connecticut
$100K +$86.7K +1,522 +814%
TCOV
408
Trust Company of Vermont
Vermont
$97K -$9.86K -173 -9%
PMFA
409
Plante Moran Financial Advisors
Michigan
$95K – – –
SFS
410
Sowell Financial Services
Arkansas
$90K +$7.52K +132 +10%
BFC
411
Bedel Financial Consulting
Indiana
$88K – – –
CI Investments Inc
412
CI Investments Inc
Ontario, Canada
$85K -$14.6K -256 -15%
TCM
413
TD Capital Management
Tennessee
$84K +$4.33K +76 +6%
FCB
414
First Command Bank
Texas
$82K -$37.4K -656 -32%
FCFS
415
First Command Financial Services
Texas
$82K -$37.4K -656 -32%
ED
416
Exane Derivatives
France
$81.4K -$513 -9 -0.6%
AF
417
Advisornet Financial
Minnesota
$78K +$285 +5 +0.4%
PI
418
PineBridge Investments
New York
$76K -$5.36K -94 -7%
AAM
419
Advisors Asset Management
Colorado
$73K +$45K +789 +172%
CT
420
Caldwell Trust
Florida
$68.4K – – –
ZB
421
Zions Bancorporation
Utah
$68K -$2.05K -36 -3%
CTC
422
Central Trust Company
Missouri
$68K – – –
CFA
423
Carroll Financial Associates
North Carolina
$59K – – –
SCM
424
Silvant Capital Management
Georgia
$59K – – –
SFO
425
Standard Family Office
South Dakota
$57K -$96.3K -1,690 -63%