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Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
1051
Garrett Wealth Advisory Group
Texas
$6.2K +$6.43K +677 New
AssetMark Inc
1052
AssetMark Inc
California
$6K -$600K -63,127 -99%
LF
1053
Lee Financial
Texas
$6K – – –
PK
1054
Pflug Koory
Nebraska
$6K – – –
MA
1055
MUFG Americas
New York
$5K -$3.5K -368 -40%
BCM
1056
Blume Capital Management
California
$5K -$9 -1 -0.2%
BEI
1057
Benjamin Edwards Inc
Missouri
$5K – – –
HWM
1058
Holloway Wealth Management
Florida
$5K – – –
PCM
1059
Princeton Capital Management
New Jersey
$5K – – –
TFO
1060
Tarbox Family Office
California
$5K – – –
WCMN
1061
Westchester Capital Management (Nebraska)
Nebraska
$5K – – –
BL
1062
Balentine LLC
Georgia
$5K +$874 +92 +20%
SIAS
1063
Shine Investment Advisory Services
Colorado
$5K +$4.75K +500 New
GI
1064
GS Investments
Minnesota
$4.67K – – –
SFSIG
1065
San Francisco Sentry Investment Group
California
$4K -$1.1K -116 -21%
CTB
1066
Country Trust Bank
Illinois
$4K – – –
FMP
1067
Financial Management Professionals
Texas
$4K – – –
FFC
1068
First Financial Corp
Indiana
$4K – – –
BWM
1069
Baystate Wealth Management
Massachusetts
$4K +$76 +8 +2%
NIC
1070
Northwest Investment Counselors
Oregon
$4K +$3.8K +400 New
DAM
1071
Delta Asset Management
Tennessee
$3K -$9.5K -1,000 -74%
FPFS
1072
First Personal Financial Services
North Carolina
$3K – – –
MFT
1073
Moisand Fitzgerald Tamayo
Florida
$3K – – –
PWP
1074
Personal Wealth Partners
Minnesota
$3K – – –
THWM
1075
Taylor Hoffman Wealth Management
Virginia
$3K – – –