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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$11K +$11.9K +270 New
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$10K
FHC
203
First Horizon Corporation
Tennessee
$9K -$176 -4 -2%
AF
204
Advisornet Financial
Minnesota
$9K
PAM
205
Panagora Asset Management
Massachusetts
$9K
ADIM
206
Alpha DNA Investment Management
Maryland
$8K +$793 +18 +10%
GWM
207
Geneos Wealth Management
Colorado
$7K
RCA
208
Ranch Capital Advisors
Florida
$7K
HMS
209
Hanseatic Management Services
New Mexico
$6K
PFBT
210
Parkside Financial Bank & Trust
Missouri
$6K
CTC
211
Central Trust Company
Missouri
$6K +$881 +20 +17%
HI
212
Harbour Investments
Wisconsin
$6K +$6.17K +140 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$4K
GAM
214
Gemmer Asset Management
California
$4K
FHA
215
First Horizon Advisors
Tennessee
$4K +$4.71K +107 New
TFO
216
Tarbox Family Office
California
$3K
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$2K +$969 +22 +88%
TWA
218
TCI Wealth Advisors
Arizona
$2K +$2.03K +46 New
APA
219
American Portfolios Advisors
New York
$1.88K
AIG
220
American International Group
New York
$1.19K +$30.5K +693 +2%
MWP
221
Meridian Wealth Partners
Pennsylvania
$1K +$881 +20 New
CFA
222
Carroll Financial Associates
North Carolina
$1K +$1.76K +40 New
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$105
CB
224
Cooke & Bieler
Pennsylvania
-$13.7M -357,713 Closed
Fuller & Thaler Asset Management
225
Fuller & Thaler Asset Management
California
-$2.83M -74,235 Closed