Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1026
Standard Family Office
South Dakota
$143K +$133K +543 New
MPWT
1027
MassMutual Private Wealth & Trust
Connecticut
$141K – – –
RAM
1028
Riggs Asset Management
Pennsylvania
$132K +$123K +500 New
IBOK
1029
Independence Bank of Kentucky
Kentucky
$131K -$14.7K -60 -11%
GCM
1030
Gables Capital Management
Florida
$129K – – –
LAM
1031
Lountzis Asset Management
Pennsylvania
$125K -$18.4K -75 -14%
PCFFS
1032
Pacific Center for Financial Services
California
$125K – – –
PFO
1033
Pathstone Family Office
New Jersey
$124K +$22.3K +91 +24%
CFA
1034
Carroll Financial Associates
North Carolina
$121K -$7.36K -30 -6%
CWC
1035
Carolinas Wealth Consulting
North Carolina
$121K -$6.63K -27 -6%
SWA
1036
SOA Wealth Advisors
New York
$120K +$117K +477 New
Capstone Investment Advisors
1037
Capstone Investment Advisors
New York
$116K +$108K +441 New
TPWA
1038
TRUE Private Wealth Advisors
Oregon
$112K +$25K +102 +31%
EFSCE
1039
Enterprise Financial Services Corp (EFSC)
Missouri
$107K +$2.45K +10 +3%
IA
1040
IFP Advisors
Florida
$106K -$19.6K -80 -16%
ARMC
1041
American Research & Management Company
Massachusetts
$105K – – –
WWM
1042
Wolff Wiese Magana
California
$105K +$97.4K +397 New
HFA
1043
Hoover Financial Advisors
Pennsylvania
$105K +$98.2K +400 New
PCH
1044
PGIM Custom Harvest
New Jersey
$105K +$99.9K +407 New
NR
1045
Newfound Research
Massachusetts
$103K +$96K +391 New
JWM
1046
Janiczek Wealth Management
Colorado
$102K +$69.5K +283 +272%
AIM
1047
Anchor Investment Management
South Carolina
$98.8K +$49.1K +200 +114%
BFC
1048
Bedel Financial Consulting
Indiana
$95K – – –
Simplex Trading
1049
Simplex Trading
Illinois
$94K -$65K -265 -42%
NC
1050
NewSquare Capital
Pennsylvania
$92K – – –