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Name Holding Trade Value Shares
Change
Change in
Stake
SAC
751
Smith Affiliated Capital
New York
$76.1K – – –
FAM
752
Formidable Asset Management
Ohio
$76K – – –
AssetMark Inc
753
AssetMark Inc
California
$76K +$74.4K +599 New
Carson Wealth (CWM LLC)
754
Carson Wealth (CWM LLC)
Nebraska
$75K +$2.11K +17 +3%
AIM
755
Advantage Investment Management
Iowa
$73K +$31K +250 +78%
KT
756
Kanaly Trust
Texas
$72K – – –
TC
757
Trust Company
Kansas
$66.6K -$60.8K -490 -48%
S
758
SignatureFD
Georgia
$66K +$7.94K +64 +14%
RPG
759
Risk Paradigm Group
Texas
$64K +$4.1K +33 +7%
VCM
760
Vigilant Capital Management
Maine
$63K +$24.8K +200 +67%
TWA
761
TCI Wealth Advisors
Arizona
$61K – – –
MUS
762
Mitsubishi UFJ Securities
Japan
$60K -$7.45K -60 -11%
ST
763
Smithfield Trust
Pennsylvania
$59K – – –
CFS
764
Commonwealth Financial Services
West Virginia
$56K -$28.4K -229 -34%
FFC
765
First Financial Corp
Indiana
$53K -$2.11K -17 -4%
AOWM
766
Alpha Omega Wealth Management
Virginia
$53K +$51.5K +415 New
CAW
767
Cornerstone Advisors (Washington)
Washington
$52K -$1.99K -16 -4%
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$52K +$15.5K +125 +44%
BCM
769
Blume Capital Management
California
$51K – – –
FWM
770
Focused Wealth Management
New York
$51K – – –
TCCM
771
Timber Creek Capital Management
Massachusetts
$50K – – –
TF
772
Tompkins Financial
New York
$42K – – –
WP
773
WealthPLAN Partners
Nebraska
$41.2K +$121K +972 New
ATC
774
Adirondack Trust Company
New York
$39K – – –
AWMS
775
Advocacy Wealth Management Services
Georgia
$38K +$37.2K +300 New