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Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
1001
Bank of Jackson Hole Trust
Wyoming
$124K -$98K -2,551 -44%
LI
1002
LRI Investments
Florida
$123K – – –
CT
1003
Caldwell Trust
Florida
$122K -$4.3K -112 -3%
CWM
1004
Consultiva Wealth Management
Puerto Rico
$119K +$74.2K +1,933 +131%
Brooklyn Investment Group
1005
Brooklyn Investment Group
New York
$119K +$64.2K +1,672 +97%
HC
1006
Hara Capital
Washington
$117K – – –
OA
1007
Operose Advisors
Wisconsin
$116K -$4.92K -128 -4%
AAG
1008
Armstrong Advisory Group
Massachusetts
$115K – – –
DJSG
1009
D.J. St. Germain
Massachusetts
$114K -$55.2K -1,437 -31%
First Command Advisory Services
1010
First Command Advisory Services
Texas
$108K – – –
MSWM
1011
Mowery & Schoenfeld Wealth Management
Illinois
$108K -$4.38K -114 -4%
SC
1012
Stephens Consulting
Michigan
$106K +$11.5K +300 +11%
SI
1013
Sava Infond
Slovenia
$105K – – –
SCM
1014
Silvant Capital Management
Georgia
$104K – – –
BG
1015
Bollard Group
Massachusetts
$103K +$1.5K +39 +1%
Salem Investment Counselors
1016
Salem Investment Counselors
North Carolina
$103K +$9.52K +248 +9%
CA
1017
Continuum Advisory
Idaho
$102K -$3.26K -85 -3%
DMBA
1018
Deseret Mutual Benefit Administrators
Utah
$99K +$13.3K +347 +14%
Exchange Traded Concepts
1019
Exchange Traded Concepts
Oklahoma
$96K -$8.46M -220,281 -99%
GCM
1020
Gables Capital Management
Florida
$94.7K – – –
ZBNA
1021
Zions Bancorporation, National Association
Utah
$94.5K +$104K +2,705 New
WSCM
1022
Wellington Shields Capital Management
New York
$94K +$38 +1 +0%
TF
1023
Tompkins Financial
New York
$93.9K – – –
TFM
1024
TFC Financial Management
Massachusetts
$91.8K -$48.3K -1,258 -32%
FC
1025
Fairscale Capital
New Hampshire
$90.4K – – –