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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Belpointe Asset Management
Nevada
$158K -$3.72K -188 -2%
YWP
702
YorkBridge Wealth Partners
New York
$154K – – –
HRC
703
Hoertkorn Richard Charles
$153K – – –
AIM
704
Anchor Investment Management
South Carolina
$152K – – –
CAL
705
Capital Advisors Ltd
Ohio
$148K +$20 +1 +0%
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$145K -$113K -5,715 -45%
TPWA
707
TRUE Private Wealth Advisors
Oregon
$145K +$138K +6,954 New
ARMT
708
Amica Retiree Medical Trust
Rhode Island
$144K -$117K -5,928 -46%
GRP
709
Global Retirement Partners
California
$132K +$102K +5,174 +440%
PCM
710
Prelude Capital Management
New York
$130K -$40.1K -2,027 -24%
CFG
711
CKW Financial Group
Hawaii
$126K +$33.6K +1,700 +39%
LWM
712
Liberty Wealth Management
California
$123K +$110K +5,566 +1,533%
M
713
Mirova
France
$122K -$33.6K -1,699 -22%
CCM
714
Covington Capital Management
California
$111K – – –
SIM
715
Sonora Investment Management
Arizona
$106K +$13.2K +666 +15%
ADL
716
Asset Dedication LLC
California
$104K +$59 +3 +0.1%
DWM
717
Destination Wealth Management
California
$101K +$57.1K +2,887 +146%
DSC
718
Duncker Streett & Co
Missouri
$100K – – –
WOC
719
West Oak Capital
California
$96K – – –
NFG
720
Next Financial Group
Texas
$96K +$36.7K +1,856 +67%
PCM
721
Penserra Capital Management
California
$95K +$23K +1,164 +34%
GLI
722
Guardian Life Insurance
New York
$92K +$455 +23 +0.5%
GAM
723
Gemmer Asset Management
California
$91K +$316 +16 +0.4%
TRCT
724
Tower Research Capital (TRC)
New York
$89K -$771K -38,987 -90%
LC
725
Lindbrook Capital
California
$89K -$3.42K -173 -4%