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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
701
Gemmer Asset Management
California
$23K – – –
TF
702
Tompkins Financial
New York
$22K – – –
S
703
SignatureFD
Georgia
$22K +$22.6K +219 New
RAM
704
Riggs Asset Management
Pennsylvania
$20K -$2.38K -23 -10%
ADL
705
Asset Dedication LLC
California
$20K – – –
CPIG
706
Chicago Partners Investment Group
Illinois
$20K – – –
OSNBOA
707
Old Second National Bank of Aurora
Illinois
$20K – – –
PFBT
708
Parkside Financial Bank & Trust
Missouri
$20K – – –
BA
709
Ballew Advisors
Mississippi
$20K +$20.7K +200 New
MYIA
710
Mount Yale Investment Advisors
Colorado
$20K +$20.7K +200 New
OGC
711
Oak Grove Capital
New Hampshire
$20K +$20.7K +200 New
PGWM
712
Parisi Gray Wealth Management
New Jersey
$19K – – –
CAW
713
Cornerstone Advisors (Washington)
Washington
$18K – – –
PS
714
Portfolio Solutions
Michigan
$18K – – –
SHJ
715
Sharkey, Howes & Javer
Colorado
$16K – – –
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$15K – – –
TFS
717
TrustCore Financial Services
Tennessee
$15K +$15.5K +150 New
CAC
718
Certified Advisory Corp
Florida
$14K – – –
KA
719
Kaizen Advisory
Illinois
$14K – – –
WIM
720
Westside Investment Management
California
$13.4K – – –
OIA
721
OneDigital Investment Advisors
Kansas
$13K – – –
ZB
722
Zions Bancorporation
Utah
$13K +$1.55K +15 +13%
RWP
723
RWA Wealth Partners
Massachusetts
$12K +$12.9K +125 New
JA
724
JOYN Advisors
Georgia
$12K +$13K +126 New
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$11.4K -$32K -310 -73%