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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
776
Silvercrest Asset Management
New York
$329K +$250K +7,894 New
NG
777
Norden Group
Utah
$329K +$250K +7,890 New
CHJWM
778
Carlton Hofferkamp & Jenks Wealth Management
Texas
$325K -$28.2K -888 -9%
G
779
GenTrust
Florida
$324K +$247K +7,791 New
TCIIS
780
TIAA-CREF Individual & Institutional Services
New York
$324K +$246K +7,772 New
CIA
781
Caerus Investment Advisors
Texas
$321K +$244K +7,704 New
SIS
782
Sound Income Strategies
Florida
$320K -$50.3K -1,585 -17%
CAG
783
Crestwood Advisors Group
Massachusetts
$319K +$243K +7,667 New
RIA
784
Regal Investment Advisors
Michigan
$319K +$243K +7,660 New
WIM
785
WealthPlan Investment Management
Nebraska
$318K +$242K +7,638 New
IF
786
IRON Financial
Illinois
$316K -$69.3K -2,185 -22%
GFM
787
GF Fund Management
China
$315K +$240K +7,563 New
MIP
788
Marietta Investment Partners
Wisconsin
$315K +$240K +7,562 New
PCM
789
Praxis Capital Management
Illinois
$312K +$238K +7,500 New
PP
790
Patten & Patten
Tennessee
$311K +$237K +7,473 New
AssetMark Inc
791
AssetMark Inc
California
$309K +$96.5K +3,043 +69%
PE
792
PCM Encore
Colorado
$307K +$234K +7,381 New
SAM
793
Smartleaf Asset Management
Massachusetts
$307K +$1.93K +61 +0.8%
LIM
794
Leavell Investment Management
Alabama
$305K +$232K +7,319 New
PMSA
795
Patrick M. Sweeney & Associates
Illinois
$304K +$232K +7,308 New
BSTWA
796
Blake Schutter Theil Wealth Advisors
Ohio
$304K +$231K +7,290 New
CPA
797
Capital Performance Advisors
California
$304K +$231K +7,288 New
CIA
798
Capital Investment Advisors
Georgia
$301K +$229K +7,235 New
MCRM
799
Midway Capital Research & Management
Illinois
$300K +$228K +7,194 New
WSC
800
Wellington Shields & Co
New York
$299K +$1.59K +50 +0.7%