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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
751
Capital Asset Advisory Services
Michigan
$149K +$140K +936 New
AssetMark Inc
752
AssetMark Inc
California
$145K -$8.05K -54 -6%
FCT
753
Family Capital Trust
Massachusetts
$143K
SBSB
754
Sullivan, Bruyette, Speros & Blaney
Virginia
$142K -$20.4K -137 -13%
FPCG
755
Fort Pitt Capital Group
Pennsylvania
$136K +$128K +858 New
MHR
756
Matthew Hamilton Rosenberg
$135K +$3.58K +24 +3%
CWM
757
Curi Wealth Management
North Carolina
$132K +$124K +832 New
LJHT
758
Laurie J. Hall Trustee
$121K -$5.96K -40 -5%
D
759
Diversified
Delaware
$121K +$132K +882 New
SNT
760
Security National Trust
West Virginia
$119K +$22.4K +150 +25%
CI
761
CX Institutional
Indiana
$118K
LGWM
762
Litman Gregory Wealth Management
California
$112K
AWA
763
Artemis Wealth Advisors
New York
$112K
TRCT
764
Tower Research Capital (TRC)
New York
$111K +$104K +699 New
BWM
765
Baystate Wealth Management
Massachusetts
$110K -$149 -1 -0.1%
IAIM
766
International Assets Investment Management
Florida
$107K +$101K +674 New
WPA
767
West Paces Advisors
Georgia
$103K
PMFA
768
Plante Moran Financial Advisors
Michigan
$103K -$4.47K -30 -4%
LF
769
Lee Financial
Texas
$103K
FHA
770
First Horizon Advisors
Tennessee
$102K -$35.5K -238 -27%
FCA
771
FinTrust Capital Advisors
South Carolina
$102K -$6.56K -44 -6%
PS
772
Planned Solutions
California
$101K
RIM
773
Rockbridge Investment Management
New York
$101K
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$99K +$3.58K +24 +4%
MLFP
775
MPS Loria Financial Planners
Illinois
$96K