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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
751
Salem Investment Counselors
North Carolina
$186K +$24.5K +150 +15%
SBL
752
Sargent Bickham Lagudis
Colorado
$181K
FC
753
FORA Capital
Florida
$180K +$179K +1,095 New
TAIM
754
TD Ameritrade Investment Management
Nebraska
$178K
FF
755
FourThought Financial
Florida
$176K -$65.4K -400 -27%
TFS
756
TrustCore Financial Services
Tennessee
$171K
PCG
757
Private Capital Group
Connecticut
$170K -$321K -1,960 -66%
CFD
758
Creative Financial Designs
Indiana
$169K
SWA
759
SOA Wealth Advisors
New York
$167K
LWM
760
Liberty Wealth Management
California
$165K
VRM
761
Vectors Research Management
New York
$164K
Credit Agricole
762
Credit Agricole
France
$164K +$164K +1,000 New
MHR
763
Matthew Hamilton Rosenberg
$152K +$11.6K +71 +8%
AssetMark Inc
764
AssetMark Inc
California
$149K -$982 -6 -0.7%
QT
765
Quantbot Technologies
New York
$148K -$251K -1,534 -63%
FCT
766
Family Capital Trust
Massachusetts
$148K
SBSB
767
Sullivan, Bruyette, Speros & Blaney
Virginia
$145K -$2.29K -14 -2%
TF
768
Tompkins Financial
New York
$134K +$46.6K +285 +54%
LJHT
769
Laurie J. Hall Trustee
$124K
SNT
770
Security National Trust
West Virginia
$123K
CI
771
CX Institutional
Indiana
$122K
AWA
772
Artemis Wealth Advisors
New York
$116K
LGWM
773
Litman Gregory Wealth Management
California
$115K
BWM
774
Baystate Wealth Management
Massachusetts
$114K
FCA
775
FinTrust Capital Advisors
South Carolina
$111K +$5.73K +35 +5%