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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
601
State of Wyoming
Wyoming
$518K +$536K +2,988 +2,511%
JWM
602
Jeppson Wealth Management
California
$517K -$15.3K -85 -3%
ISL
603
Ingalls & Snyder LLC
New York
$515K
Bessemer Group
604
Bessemer Group
New Jersey
$515K +$33.4K +186 +6%
CFFP
605
Center for Financial Planning
Michigan
$513K
SFI
606
Siemens Fonds Invest
Germany
$509K
SB
607
Strategic Blueprint
Georgia
$508K -$117K -652 -18%
IWM
608
IHT Wealth Management
Illinois
$507K +$179 +1 +0%
FCCM
609
First City Capital Management
Georgia
$507K -$17.9K -100 -3%
MAS
610
Meeder Advisory Services
Ohio
$504K +$44.3K +247 +9%
NHT
611
New Hampshire Trust
New Hampshire
$501K
AB
612
Atlas Brown
Kentucky
$500K -$3.59K -20 -0.7%
CFG
613
Citizens Financial Group
Rhode Island
$496K -$15.3K -85 -3%
PA
614
Parallel Advisors
California
$484K -$4.13K -23 -0.8%
AIM
615
Anchor Investment Management
South Carolina
$484K -$17.9K -100 -3%
DADC
616
D.A. Davidson & Co
Montana
$479K +$17.2K +96 +3%
CA
617
Clearstead Advisors
Ohio
$478K +$83.3K +464 +19%
AWA
618
Arkadios Wealth Advisors
Georgia
$476K +$60.5K +337 +13%
BTI
619
Blue Trust Inc
Georgia
$475K +$21.4K +119 +4%
SC
620
Syon Capital
California
$471K -$33.9K -189 -6%
GWP
621
Gen-Wealth Partners
Michigan
$467K -$27.1K -151 -5%
AFCM
622
Applied Finance Capital Management
Puerto Rico
$464K +$499K +2,782 New
NW
623
NewEdge Wealth
Pennsylvania
$463K -$19.2K -107 -4%
CCA
624
Cobblestone Capital Advisors
New York
$463K +$11.1K +62 +2%
RWM
625
Revisor Wealth Management
Ohio
$461K -$45.9K -256 -8%