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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
701
Frontier Wealth Management
Missouri
$209K +$200K +6,169 New
PPW
702
Parcion Private Wealth
Washington
$204K +$196K +6,057 New
FPS
703
Fieldpoint Private Securities
Connecticut
$203K +$195K +6,003 New
PFA
704
Pinnacle Family Advisors
Missouri
$203K +$195K +6,006 New
CIA
705
CSat Investment Advisory
Michigan
$202K -$109K -3,373 -36%
GCM
706
Gables Capital Management
Florida
$183K – – –
HFM
707
Harvest Fund Management
China
$168K -$179K -5,527 -52%
WAM
708
Wolverine Asset Management
Illinois
$162K -$327K -10,084 -68%
MCM
709
Manchester Capital Management
Vermont
$153K – – –
ALAM
710
Asahi Life Asset Management
Japan
$152K +$146K +4,500 New
CAGAS
711
Capital Advisory Group Advisory Services
Minnesota
$149K +$143K +4,395 New
CFG
712
Citizens Financial Group
Rhode Island
$147K +$113K +3,489 +411%
BCV
713
Banque Cantonale Vaudoise
Switzerland
$142K – – –
CBT
714
Central Bank & Trust
Kentucky
$140K +$99.2K +3,058 +282%
HIIFS
715
Harel Insurance Investments & Financial Services
Israel
$135K +$32.4K +1,000 +33%
SPIA
716
Steward Partners Investment Advisory
New York
$131K +$6.42K +198 +5%
Carson Wealth (CWM LLC)
717
Carson Wealth (CWM LLC)
Nebraska
$128K – – –
TFS
718
TrustCore Financial Services
Tennessee
$124K +$551 +17 +0.5%
LWM
719
Liberty Wealth Management
California
$118K +$551 +17 +0.5%
CA
720
Crewe Advisors
Utah
$116K -$6.49K -200 -6%
AIM
721
AIA Investment Management
Singapore
$115K +$110K +3,403 New
CT
722
Caldwell Trust
Florida
$114K – – –
WCG
723
Weaver Consulting Group
California
$113K – – –
TCM
724
Tradewinds Capital Management
Washington
$109K -$4.96K -153 -5%
MA
725
MUFG Americas
New York
$107K -$4.87K -150 -5%