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Name Holding Trade Value Shares
Change
Change in
Stake
MUS
701
Mitsubishi UFJ Securities
Japan
$97K – – –
MA
702
MUFG Americas
New York
$86K -$20.5K -122 -20%
TL
703
TrueWealth LLC
Georgia
$85K – – –
ADL
704
Asset Dedication LLC
California
$84K – – –
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$83K -$2.08M -12,382 -96%
APP
706
Avantax Planning Partners
Iowa
$83K +$80.8K +480 New
CAW
707
Cornerstone Advisors (Washington)
Washington
$79K – – –
FHA
708
First Horizon Advisors
Tennessee
$78K – – –
YWP
709
YorkBridge Wealth Partners
New York
$74K – – –
FGC
710
Financial Gravity Companies
Texas
$71K +$10.4K +62 +19%
FGAM
711
Financial Gravity Asset Management
Texas
$71K +$64.3K +382 New
CIP
712
Convergence Investment Partners
Florida
$71K +$69K +410 New
TSW
713
Thompson Siegel & Walmsley
Virginia
$70K – – –
MDCM
714
Morgan Dempsey Capital Management
Wisconsin
$68.8K -$5.21K -31 -7%
LNB
715
Ledyard National Bank
$65K – – –
APA
716
American Portfolios Advisors
New York
$64K +$45.6K +271 +277%
VCM
717
Versant Capital Management
Arizona
$61K – – –
HDIM
718
Hanson & Doremus Investment Management
Vermont
$60K +$30.5K +181 +110%
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$57K – – –
QAM
720
QCI Asset Management
New York
$55K – – –
SFSIG
721
San Francisco Sentry Investment Group
California
$54K -$168 -1 -0.3%
SP
722
SWS Partners
Ohio
$52K +$51.3K +305 New
RFA
723
Reilly Financial Advisors
California
$51K +$5.89K +35 +13%
FC
724
Ferris Capital
Massachusetts
$50K +$48.5K +288 New
GAM
725
Gemmer Asset Management
California
$48K – – –