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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
726
Joel Isaacson & Co
New York
$63K
ADL
727
Asset Dedication LLC
California
$61K +$4.91K +53 +10%
FHA
728
First Horizon Advisors
Tennessee
$58K -$2.22K -24 -4%
ARMC
729
American Research & Management Company
Massachusetts
$56K
CWM
730
Cedar Wealth Management
California
$53K
QCG
731
Quadrant Capital Group
Ohio
$52K +$23.1K +249 +96%
KKAMG
732
Kernodle & Katon Asset Management Group
Arkansas
$50K
SFG
733
SevenBridge Financial Group
Pennsylvania
$41K -$18.5K -200 -33%
CHP
734
Cable Hill Partners
Oregon
$40K +$13.9K +150 +68%
BL
735
Balentine LLC
Georgia
$39K -$1.58K -17 -4%
CBOA
736
Commonwealth Bank of Australia
Australia
$38K +$33.2K +358 New
FNBT
737
FineMark National Bank & Trust
Florida
$38K +$33.5K +362 New
VCM
738
Vigilant Capital Management
Maine
$36K
WOC
739
West Oak Capital
California
$34.4K +$30.1K +325 New
AIM
740
Anchor Investment Management
South Carolina
$33.3K
ST
741
Sphinx Trading
Illinois
$32K
AssetMark Inc
742
AssetMark Inc
California
$32K +$6.21K +67 +28%
JFGIW
743
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K -$16.2K -175 -39%
SIG
744
Stanford Investment Group
California
$30K
HNB
745
Huntington National Bank
Ohio
$30K +$2.32K +25 +10%
MWM
746
MinichMacGregor Wealth Management
New York
$29K +$10.2K +110 +64%
GBT
747
Grove Bank & Trust
Florida
$28K
CBT
748
Central Bank & Trust
Kentucky
$26K
HR
749
Howe & Rusling
New York
$26K
TSW
750
Thompson Siegel & Walmsley
Virginia
$26K