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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
701
Kings Point Capital Management
New York
$31K +$30.4K +150 New
ODG
702
O'Dell Group
Ohio
$31K +$30.4K +150 New
HWM
703
HighMark Wealth Management
Minnesota
$30K – – –
CX Institutional
704
CX Institutional
Indiana
$30K +$7.1K +35 +32%
GAM
705
Gemmer Asset Management
California
$29K -$35.9K -177 -56%
Bogart Wealth LLC
706
Bogart Wealth LLC
Virginia
$29K +$22.3K +110 +367%
ANBT
707
American National Bank & Trust
Texas
$27K +$13K +64 +98%
DZ Bank
708
DZ Bank
Germany
$26.3K +$25.3K +125 New
CC
709
Corsicana & Co
Texas
$25K – – –
TFIPS
710
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25K – – –
FCM
711
Firestone Capital Management
Florida
$24K – – –
SFPG
712
Stonebridge Financial Planning Group
Florida
$24K – – –
Allworth Financial
713
Allworth Financial
California
$24K +$11.2K +55 +90%
TCWM
714
Total Clarity Wealth Management
Illinois
$24K +$23.3K +115 New
AWM
715
Activest Wealth Management
Florida
$23K +$11.8K +58 +112%
GWS
716
Glassman Wealth Services
Virginia
$22K +$9.94K +49 +83%
Gradient Investments
717
Gradient Investments
Minnesota
$21K – – –
TFS
718
TrustCore Financial Services
Tennessee
$21K – – –
JWA
719
JFS Wealth Advisors
Pennsylvania
$21K +$20.3K +100 New
TFA
720
Toth Financial Advisory
Virginia
$21K +$20.3K +100 New
Loomis, Sayles & Company
721
Loomis, Sayles & Company
Massachusetts
$20K -$171K -845 -90%
MassMutual Private Wealth & Trust
722
MassMutual Private Wealth & Trust
Connecticut
$20K +$406 +2 +2%
CFA
723
Carroll Financial Associates
North Carolina
$20K +$2.23K +11 +13%
NL
724
NVWM LLC
Pennsylvania
$19K +$3.04K +15 +19%
Brown Brothers Harriman & Co
725
Brown Brothers Harriman & Co
New York
$18K -$18.7K -92 -52%