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Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
1001
Geneos Wealth Management
Colorado
$146K – – –
KFS
1002
Kelly Financial Services
Massachusetts
$139K – – –
RTC
1003
Riverview Trust Company
Washington
$137K +$63.4K +402 +101%
Central Trust Company
1004
Central Trust Company
Missouri
$134K -$3.94K -25 -3%
BCM
1005
Bourgeon Capital Management
Connecticut
$130K – – –
NO
1006
Ninety One
South Africa
$126K – – –
HNWAG
1007
High Net Worth Advisory Group
Florida
$122K -$23.3K -148 -17%
VC
1008
Vestor Capital
Illinois
$117K -$10.2K -65 -9%
TFGT
1009
TS Financial Group (TSFG)
Illinois
$117K – – –
Altshuler Shaham
1010
Altshuler Shaham
Israel
$116K +$4.26K +27 +4%
Allworth Financial
1011
Allworth Financial
California
$112K +$32.8K +208 +46%
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$107K -$11.2K -71 -10%
Bogart Wealth LLC
1013
Bogart Wealth LLC
Virginia
$107K – – –
TF
1014
Tompkins Financial
New York
$105K – – –
DBG
1015
De Burlo Group
Massachusetts
$102K +$94.6K +600 New
MHR
1016
Matthew Hamilton Rosenberg
$100K +$62.7K +398 +208%
JSAM
1017
J. Safra Asset Management
New York
$96K – – –
TSWM
1018
Tyler-Stone Wealth Management
Ohio
$91K -$946 -6 -1%
PCTC
1019
Perkins Coie Trust Company
Washington
$87K – – –
SC
1020
Solstein Capital
California
$86K – – –
First Horizon Advisors
1021
First Horizon Advisors
Tennessee
$86K +$13.7K +87 +21%
PAI
1022
Pittenger & Anderson Inc
Nebraska
$85K – – –
Koshinski Asset Management
1023
Koshinski Asset Management
Illinois
$78.2K +$2.68K +17 +4%
ICM
1024
Islay Capital Management
Texas
$77K – – –
AA
1025
Addison Advisors
Vermont
$77K +$23.6K +150 +49%