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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1026
S.A. Mason
Michigan
$114K
COCM
1027
Charter Oak Capital Management
New Hampshire
$112K
HI
1028
Harbour Investments
Wisconsin
$107K +$115K +694 New
M
1029
MOTCO
Texas
$96K -$30K -181 -23%
MWC
1030
MBM Wealth Consultants
Missouri
$94K
CAL
1031
Capital Advisors Ltd
Ohio
$93K +$4.81K +29 +5%
PSB
1032
Piscataqua Savings Bank
New Hampshire
$92K -$2.98K -18 -3%
PWC
1033
PYA Waltman Capital
Tennessee
$91K
LWANC
1034
Laurel Wealth Advisors (North Carolina)
North Carolina
$90K
HC
1035
Hoese & Co
Minnesota
$89K
AssetMark Inc
1036
AssetMark Inc
California
$89K +$42.5K +256 +79%
LC
1037
Lindbrook Capital
California
$86K +$17.9K +108 +24%
GEA
1038
Glen Eagle Advisors
New Jersey
$85.5K +$12.4K +75 +16%
APP
1039
Alpha Paradigm Partners
Illinois
$80K
SSG
1040
Summit Securities Group
New York
$80K +$63K +380 +270%
PK
1041
Pflug Koory
Nebraska
$77K
BEI
1042
Benjamin Edwards Inc
Missouri
$73K -$9.29K -56 -11%
JWM
1043
Janiczek Wealth Management
Colorado
$72K +$72.5K +437 +43,700%
BONH
1044
Bank of New Hampshire
New Hampshire
$71K
SWM
1045
Spire Wealth Management
Virginia
$69K -$2.49K -15 -3%
FMB
1046
Field & Main Bank
Kentucky
$69K
VVP
1047
Venture Visionary Partners
Ohio
$67.3K +$72.6K +438 New
GWM
1048
Geneos Wealth Management
Colorado
$66K
MHR
1049
Matthew Hamilton Rosenberg
$65K -$15.3K -92 -18%
EI
1050
Ellevest Inc
New York
$64K +$48.9K +295 +246%