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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
701
State of Wyoming
Wyoming
$102K -$11.6K -19 -10%
CI
702
CX Institutional
Indiana
$94K +$1.22K +2 +1%
SWM
703
Selective Wealth Management
Virginia
$91K – – –
SAI
704
Systematic Alpha Investments
New Jersey
$90K +$82.5K +135 New
AIL
705
AGF Investments LLC
Ontario, Canada
$85K -$1.39M -2,273 -94%
ST
706
Sageworth Trust
Pennsylvania
$79K – – –
JFA
707
JNBA Financial Advisors
Minnesota
$78K +$78.8K +129 New
AssetMark Inc
708
AssetMark Inc
California
$77K +$50.7K +83 +193%
LC
709
Lindbrook Capital
California
$75K +$3.06K +5 +4%
APWA
710
Atlas Private Wealth Advisors
New Jersey
$73K -$3.06K -5 -4%
AP
711
Arlington Partners
Alabama
$70K +$70.3K +115 New
AWA
712
Arkadios Wealth Advisors
Georgia
$68K -$8.55K -14 -11%
LAS
713
Lloyd Advisory Services
Georgia
$68K +$28.7K +47 +73%
GM
714
GeoWealth Management
Illinois
$68K +$68.4K +112 New
EBA
715
Eagle Bay Advisors
New York
$66K +$55K +90 +474%
TFS
716
TrustCore Financial Services
Tennessee
$64K +$64.8K +106 New
PFBT
717
Parkside Financial Bank & Trust
Missouri
$62K +$9.78K +16 +18%
HPC
718
HM Payson & Co
Maine
$62K +$62.3K +102 New
MPWT
719
MassMutual Private Wealth & Trust
Connecticut
$57K -$3.67K -6 -6%
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$57K – – –
CA
721
Clearstead Advisors
Ohio
$57K +$50.7K +83 +830%
CFD
722
Creative Financial Designs
Indiana
$52K – – –
FF
723
FourThought Financial
Florida
$51K – – –
GWM
724
Geneos Wealth Management
Colorado
$51K – – –
GAM
725
Gemmer Asset Management
California
$50K – – –