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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
1026
Adirondack Trust Company
New York
$601K -$137K -6,262 -19%
MMG
1027
Monetary Management Group
Missouri
$601K -$112K -5,100 -16%
CG
1028
Corundum Group
Colorado
$599K +$578K +26,398 New
FMWA
1029
Forvis Mazars Wealth Advisors
Missouri
$599K -$230K -10,514 -28%
GSC
1030
Ground Swell Capital
South Carolina
$591K +$569K +26,005 New
RWM
1031
Ritholtz Wealth Management
New York
$589K +$135K +6,162 +31%
CFG
1032
Cooper Financial Group
California
$585K +$49.4K +2,257 +10%
FRA
1033
Frank Rimerman Advisors
California
$585K +$108K +4,920 +24%
FLPIM
1034
F.L. Putnam Investment Management
Massachusetts
$584K -$362K -16,528 -39%
WPC
1035
White Pine Capital
Minnesota
$583K -$8.38K -383 -1%
AF
1036
Advisornet Financial
Minnesota
$582K -$143K -6,541 -20%
AA
1037
Alta Advisers
United Kingdom
$582K +$245K +11,200 +78%
CA
1038
Crewe Advisors
Utah
$579K -$142K -6,470 -20%
HDIM
1039
Hanson & Doremus Investment Management
Vermont
$576K +$296K +13,543 +115%
Financial Engines Advisors
1040
Financial Engines Advisors
California
$576K -$14.9K -680 -3%
ACM
1041
Allred Capital Management
Texas
$575K – – –
RBC
1042
Romano Brothers & Co
Illinois
$574K -$36K -1,644 -6%
IC
1043
Iconiq Capital
California
$573K +$328K +15,012 +147%
LIM
1044
Leavell Investment Management
Alabama
$572K +$22.6K +1,033 +4%
PTC
1045
Private Trust Company
Ohio
$571K +$90.2K +4,123 +20%
SWP
1046
Sagespring Wealth Partners
Tennessee
$570K +$255K +11,670 +87%
PPG
1047
Peak Planning Group
Colorado
$568K -$37.3K -1,704 -6%
AAA
1048
American Alpha Advisors
New York
$568K +$547K +25,001 New
HP
1049
Holowesko Partners
Bahamas
$568K – – –
PA
1050
PFG Advisors
Arizona
$567K -$5.14K -235 -0.9%