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Name Holding Trade Value Shares
Change
Change in
Stake
AT
726
Arvest Trust
Oklahoma
$220K +$222K +6,300 New
PTC
727
Petrus Trust Company
Texas
$220K +$222K +6,300 New
WSCM
728
Wellington Shields Capital Management
New York
$219K – – –
RM
729
Resource Management
Louisiana
$219K +$220K +6,250 New
JG
730
Jefferies Group
New York
$219K -$1.23M -34,850 -85%
CA
731
Claro Advisors
Massachusetts
$217K – – –
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$214K – – –
AIP
733
Almanack Investment Partners
Pennsylvania
$213K – – –
GAM
734
Gotham Asset Management
New York
$212K -$63.4K -1,800 -23%
RRWA
735
Rainey & Randall Wealth Advisors
Florida
$210K – – –
FFG
736
Frisch Financial Group
New York
$208K – – –
CI
737
CX Institutional
Indiana
$208K +$89.8K +2,550 +75%
AO
738
Advisor OS
Illinois
$208K +$210K +5,950 New
IIM
739
Ipswich Investment Management
Massachusetts
$205K -$8.8K -250 -4%
BFC
740
Bedel Financial Consulting
Indiana
$205K – – –
LDFR
741
Lehman & Derafelo Financial Resources
Pennsylvania
$205K – – –
AssetMark Inc
742
AssetMark Inc
California
$205K +$61.6K +1,750 +43%
AW
743
ACG Wealth
Georgia
$203K – – –
AFG
744
Alterity Financial Group
Maine
$203K +$204K +5,800 New
MCM
745
Murphy Capital Management
New Jersey
$201K +$202K +5,750 New
NB
746
NBT Bank
New York
$201K +$202K +5,750 New
WR
747
WD Rutherford
Oregon
$192K – – –
CHC
748
City Holding Co
West Virginia
$190K +$220K +6,250 New
WOC
749
West Oak Capital
California
$187K -$17.6K -500 -9%
IAM
750
Infusive Asset Management
New York
$182K -$10.6K -300 -5%