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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1101
Gen-Wealth Partners
Michigan
$549K +$48.5K +189 +10%
MMHP
1102
Murphy Middleton Hinkle & Parker
Georgia
$544K
FRM
1103
Foundation Resource Management
Arkansas
$543K
SGK
1104
Steigerwald Gordon & Koch
Virginia
$543K +$10.3K +40 +2%
MFA
1105
Mayflower Financial Advisors
Massachusetts
$539K -$33.4K -130 -6%
BAM
1106
Belpointe Asset Management
Nevada
$530K +$12.8K +50 +2%
IIM
1107
InTrack Investment Management
Vermont
$525K -$513K -1,999 -49%
EWA
1108
EverSource Wealth Advisors
Alabama
$520K +$21.1K +82 +5%
BB
1109
Bell Bank
North Dakota
$520K
CTC
1110
Cetera Trust Company
Minnesota
$518K
Group One Trading
1111
Group One Trading
Illinois
$514K +$518K +2,017 New
HI
1112
Harbour Investments
Wisconsin
$514K +$13.4K +52 +3%
CJL
1113
Cyrus J. Lawrence
New York
$511K
BFM
1114
Boston Financial Management
Massachusetts
$510K +$12.8K +50 +3%
CAS
1115
CTC Alternative Strategies
Illinois
$510K -$924K -3,600 -64%
VFIC
1116
Valley Forge Investment Consultants
Pennsylvania
$510K
GCM
1117
Glaxis Capital Management
Florida
$510K +$514K +2,000 New
HTHT
1118
Hemenway Trust Hemenway Trust
New Hampshire
$510K -$20.8K -81 -4%
SWP
1119
Strategic Wealth Partners
Ohio
$508K -$104K -404 -17%
BBI
1120
Baxter Bros Inc
Connecticut
$508K -$30.8K -120 -6%
AIA
1121
Alera Investment Advisors
Illinois
$507K +$511K +1,988 New
GIA
1122
Gateway Investment Advisers
Ohio
$506K -$13.4K -52 -3%
SIM
1123
Sentry Investment Management
Wisconsin
$505K -$104K -406 -17%
IBOK
1124
Independence Bank of Kentucky
Kentucky
$502K -$6.42K -25 -1%
MHS
1125
M Holdings Securities
Oregon
$498K +$502K +1,954 New