Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1476
Meiji Yasuda Life Insurance
Japan
$689K -$374K -2,499 -37%
JMFC
1477
J.M. Forbes & Co
Massachusetts
$682K -$30.1K -201 -5%
PWM
1478
Paulson Wealth Management
Illinois
$680K +$68.7K +459 +13%
FMTC
1479
Farmers & Merchants Trust Company
California
$679K -$1.95K -13 -0.3%
PAM
1480
Peak Asset Management
Colorado
$678K -$4.79K -32 -0.8%
VCM
1481
Vigilant Capital Management
Maine
$678K +$9.73K +65 +2%
SM
1482
SG3 Management
Puerto Rico
$674K +$627K +4,186 New
DWM
1483
Doyle Wealth Management
Florida
$672K -$3.29K -22 -0.5%
FCCM
1484
First City Capital Management
Georgia
$671K -$5.39K -36 -0.9%
GIA
1485
Gladstone Institutional Advisory
Florida
$671K +$357K +2,387 +134%
AssetMark Inc
1486
AssetMark Inc
California
$670K +$112K +750 +22%
IWA
1487
Intercontinental Wealth Advisors
Texas
$668K +$44.2K +295 +8%
RFG
1488
Range Financial Group
Oregon
$666K +$619K +4,132 New
QVT
1489
Quantitative Value Technologies
Kansas
$666K +$619K +4,136 New
EGA
1490
Eagle Global Advisors
Texas
$664K – – –
HA
1491
HYA Advisors
Missouri
$664K +$3.89K +26 +0.6%
BOS
1492
Bank of Stockton
California
$663K -$71.6K -478 -10%
CFG
1493
Cooper Financial Group
California
$663K -$30.1K -201 -5%
AMIM
1494
Aull & Monroe Investment Management
Alabama
$658K -$39.4K -263 -6%
MPCG
1495
Matrix Private Capital Group
New York
$658K – – –
RWA
1496
River Wealth Advisors
Pennsylvania
$658K +$5.39K +36 +0.9%
KTC
1497
Kistler-Tiffany Companies
Pennsylvania
$658K +$48K +321 +9%
EFSCE
1498
Enterprise Financial Services Corp (EFSC)
Missouri
$656K +$7.18K +48 +1%
SP
1499
Successful Portfolios
Florida
$655K +$599 +4 +0.1%
TFO
1500
Tarbox Family Office
California
$652K -$299 -2 -0%