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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1251
Alpha Omega Wealth Management
Virginia
$132K
CWA
1252
Clarus Wealth Advisors
Arizona
$132K +$620 +4 +0.5%
HFM
1253
Hartford Financial Management
Connecticut
$129K
PFBT
1254
Parkside Financial Bank & Trust
Missouri
$129K +$5.74K +37 +5%
CFGS
1255
Concourse Financial Group Securities
Alabama
$126K +$40.9K +264 +49%
EWA
1256
Evolution Wealth Advisors
Florida
$124K -$111K -716 -48%
AIM
1257
Advantage Investment Management
Iowa
$124K -$8.84K -57 -7%
AI
1258
ArchPoint Investors
Florida
$122K
FMII
1259
Farmers & Merchants Investments Inc
Nebraska
$122K +$7.75K +50 +7%
KPCM
1260
Kings Point Capital Management
New York
$117K +$46.5K +300 +68%
HIM
1261
Hillsdale Investment Management
Ontario, Canada
$117K +$115K +740 New
ED
1262
Exane Derivatives
France
$116K +$114K +734 New
SIMG
1263
Stephens Investment Management Group
Texas
$108K
FIB
1264
First Interstate Bank
Montana
$104K +$1.08K +7 +1%
TAIM
1265
TD Ameritrade Investment Management
Nebraska
$101K +$75K +484 +310%
DWM
1266
Destination Wealth Management
California
$100K -$5.74K -37 -6%
AssetMark Inc
1267
AssetMark Inc
California
$98K -$9.14K -59 -9%
BCM
1268
Blume Capital Management
California
$95K
EWM
1269
Endurance Wealth Management
Rhode Island
$95K
FWM
1270
Focused Wealth Management
New York
$95K +$83.7K +540 +900%
TC
1271
Truvestments Capital
Florida
$93K +$90.8K +586 New
MUS
1272
Mitsubishi UFJ Securities
Japan
$89K +$86.8K +560 New
IWP
1273
Icon Wealth Partners
Texas
$88K +$86K +555 New
RFWA
1274
RPg Family Wealth Advisory
Massachusetts
$85K
PVH
1275
Psagot Value Holdings
Israel
$85K +$2.33K +15 +3%