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Name Holding Trade Value Shares
Change
Change in
Stake
GL
1476
Graypoint LLC
New York
$715K +$53.6K +321 +8%
HFS
1477
Hantz Financial Services
Michigan
$712K +$66.8K +400 +10%
CIM
1478
CIM Investment Management
Pennsylvania
$710K -$3.84K -23 -0.5%
FCCM
1479
First City Capital Management
Georgia
$710K +$30K +180 +4%
AssetMark Inc
1480
AssetMark Inc
California
$709K +$18.2K +109 +3%
VCM
1481
Vigilant Capital Management
Maine
$707K +$8.01K +48 +1%
ECM
1482
EagleClaw Capital Management
Massachusetts
$706K +$200K +1,196 +39%
SLF
1483
Sun Life Financial
Ontario, Canada
$705K -$303K -1,813 -30%
BP
1484
Ballentine Partners
Massachusetts
$704K -$211K -1,267 -23%
AF
1485
Allworth Financial
California
$704K -$133K -799 -16%
DWM
1486
Doyle Wealth Management
Florida
$704K +$11.2K +67 +2%
FMTC
1487
Farmers & Merchants Trust Company
California
$699K – – –
PAM
1488
Peak Asset Management
Colorado
$699K – – –
XWM
1489
Xcel Wealth Management
Florida
$697K +$36K +216 +5%
ACM
1490
Alethea Capital Management
Washington
$696K -$99K -593 -12%
PWM
1491
Paulson Wealth Management
Illinois
$694K +$10.2K +61 +1%
CF
1492
Centaurus Financial
California
$693K +$65.4K +392 +10%
RFG
1493
Range Financial Group
Oregon
$692K +$5.67K +34 +0.8%
KTC
1494
Kistler-Tiffany Companies
Pennsylvania
$691K +$11.8K +71 +2%
LSAG
1495
Lake Street Advisors Group
New Hampshire
$691K +$20K +120 +3%
HA
1496
HYA Advisors
Missouri
$688K +$4K +24 +0.6%
WPA
1497
Winning Points Advisors
Florida
$684K -$39.9K -239 -5%
EGA
1498
Eagle Global Advisors
Texas
$684K – – –
RWA
1499
River Wealth Advisors
Pennsylvania
$682K +$3.34K +20 +0.5%
SP
1500
Successful Portfolios
Florida
$680K +$5.01K +30 +0.7%