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Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
701
Farmers & Merchants Trust Company
California
$205K +$191K +1,250 New
CAM
702
Claret Asset Management
Quebec, Canada
$205K +$191K +1,255 New
KWMG
703
King Wealth Management Group
Florida
$204K +$190K +1,248 New
PCM
704
Palisade Capital Management
New Jersey
$202K +$188K +1,235 New
Bank of Nova Scotia
705
Bank of Nova Scotia
Ontario, Canada
$200K +$186K +1,222 New
FHA
706
First Horizon Advisors
Tennessee
$199K -$31K -203 -14%
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$196K +$38.1K +250 +26%
SBL
708
Sargent Bickham Lagudis
Colorado
$193K -$4.88K -32 -3%
TFS
709
TrustCore Financial Services
Tennessee
$184K +$1.07K +7 +0.6%
GSWM
710
Golden State Wealth Management
California
$179K +$167K +1,092 New
RCAG
711
Rehmann Capital Advisory Group
Michigan
$174K +$43.2K +283 +36%
MFW
712
Mosaic Family Wealth
Missouri
$160K
PMFA
713
Plante Moran Financial Advisors
Michigan
$156K +$1.83K +12 +1%
FCT
714
Family Capital Trust
Massachusetts
$147K
LJHT
715
Laurie J. Hall Trustee
$145K
FNB
716
Farmers National Bank
Kentucky
$142K +$132K +867 New
CFG
717
Citizens Financial Group
Rhode Island
$139K +$18.8K +123 +17%
LWM
718
Lenox Wealth Management
Ohio
$139K +$98.6K +646 +321%
SWP
719
Strategic Wealth Partners
Ohio
$127K +$21.4K +140 +22%
BG
720
Bollard Group
Massachusetts
$120K
CLOS
721
Compagnie Lombard Odier SCmA
Switzerland
$119K
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$117K
BBNA
723
Bremer Bank National Association
Minnesota
$115K +$105K +686 New
BWM
724
Baystate Wealth Management
Massachusetts
$114K
AOWM
725
Alpha Omega Wealth Management
Virginia
$114K +$6.1K +40 +6%