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Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
1001
Trust Company of Oklahoma
Oklahoma
$384K
AWM
1002
AllSquare Wealth Management
New York
$383K
GDP
1003
Great Diamond Partners
Maine
$383K +$2.58K +9 +0.6%
SSW
1004
Smith Shellnut Wilson
Mississippi
$381K +$18.4K +64 +5%
GWM
1005
GDS Wealth Management
Texas
$380K
CG
1006
Caprock Group
Idaho
$378K +$69.8K +243 +21%
SPC
1007
Sigma Planning Corp
Michigan
$377K -$12.6K -44 -3%
SOAMC
1008
Spirit of America Management Corp
New York
$377K
MC
1009
Moors & Cabot
Massachusetts
$373K -$29.6K -103 -7%
CWM
1010
Congress Wealth Management
Massachusetts
$373K
TIA
1011
Tiemann Investment Advisors
California
$372K -$5.74K -20 -1%
MPCG
1012
Matrix Private Capital Group
New York
$370K -$28.4K -99 -7%
V
1013
VeraBank
Texas
$369K
IWM
1014
IHT Wealth Management
Illinois
$369K +$133K +462 +51%
PFM
1015
Premier Fund Managers
United Kingdom
$362K -$15.3M -53,353 -98%
Pacer Advisors
1016
Pacer Advisors
Pennsylvania
$362K +$104K +362 +37%
APA
1017
Astoria Portfolio Advisors
New York
$360K +$113K +392 +42%
FNFDCM
1018
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$359K
AWM
1019
Avior Wealth Management
Nebraska
$357K +$287 +1 +0.1%
DY
1020
Dowling & Yahnke
California
$355K +$9.48K +33 +3%
FHA
1021
First Horizon Advisors
Tennessee
$353K -$39.6K -138 -10%
PB
1022
Pinnacle Bancorp
Nebraska
$352K
AWM
1023
Angeles Wealth Management
California
$351K -$566K -1,969 -60%
SIC
1024
Salem Investment Counselors
North Carolina
$350K -$19K -66 -5%
MFA
1025
Mayflower Financial Advisors
Massachusetts
$350K +$7.18K +25 +2%