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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1251
Gemmer Asset Management
California
$56K +$6.08K +110 +12%
WP
1252
WealthPLAN Partners
Nebraska
$54.2K +$54.5K +986 New
KKAMG
1253
Kernodle & Katon Asset Management Group
Arkansas
$52K – – –
RPG
1254
Risk Paradigm Group
Texas
$50.2K +$5.53K +100 +13%
MIHAS
1255
Maj Invest Holding A/S
Denmark
$50K +$49.3K +892 New
CS
1256
Credential Securities
$49.2K +$48.8K +883 New
RFWA
1257
RPg Family Wealth Advisory
Massachusetts
$46.4K -$120K -2,171 -72%
SHJ
1258
Sharkey, Howes & Javer
Colorado
$46K – – –
LWA
1259
Lenox Wealth Advisors
New York
$46K +$166 +3 +0.4%
LF
1260
Lee Financial
Texas
$45K -$718 -13 -2%
PCC
1261
Park Circle Company
Maryland
$45K – – –
RCWMU
1262
Rothschild & Co Wealth Management (UK)
United Kingdom
$43K +$42.3K +766 New
FMTCOCP
1263
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42.4K – – –
AIM
1264
Advantage Investment Management
Iowa
$40K -$5.97K -108 -13%
EWM
1265
Edge Wealth Management
New York
$40K – – –
PFGIA
1266
Patriot Financial Group Insurance Agency
Massachusetts
$39K – – –
TJHA
1267
Thomas J. Herzfeld Advisors
Florida
$39K +$110 +2 +0.3%
DAM
1268
Delta Asset Management
Tennessee
$37K -$49.7K -900 -58%
MPWT
1269
MassMutual Private Wealth & Trust
Connecticut
$36.1K -$3.59K -65 -9%
BIG
1270
Bellwether Investment Group
Tennessee
$36K -$130K -2,355 -78%
ZB
1271
Zions Bancorporation
Utah
$36K -$35.4K -641 -50%
HCC
1272
Hirtle Callaghan & Co
Pennsylvania
$36K – – –
PFSC
1273
Peoples Financial Services Corp
Pennsylvania
$36K +$5.53K +100 +18%
TFO
1274
Tarbox Family Office
California
$35K – – –
HI
1275
Hudock Inc
Pennsylvania
$34K -$166 -3 -0.5%