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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
626
BDO Wealth Advisors
Florida
$70K – – –
AssetMark Inc
627
AssetMark Inc
California
$69K -$42.3K -775 -39%
SFS
628
Sowell Financial Services
Arkansas
$69K -$22.7K -417 -25%
THWM
629
Taylor Hoffman Wealth Management
Virginia
$68K – – –
CHC
630
City Holding Co
West Virginia
$65K – – –
CHA
631
Carmichael Hill & Associates
Maryland
$65K +$62.7K +1,150 New
BCWM
632
Bartlett & Co Wealth Management
Ohio
$62.4K – – –
FMLI
633
Fukoku Mutual Life Insurance
Japan
$62K +$5.45K +100 +10%
EW
634
Evoke Wealth
California
$61.6K +$9.33K +171 +19%
FGAM
635
Financial Gravity Asset Management
Texas
$61K -$2.78K -51 -35%
CHAM
636
Clear Harbor Asset Management
Connecticut
$59.1K +$57.3K +1,050 New
PA
637
Parallel Advisors
California
$58K +$2.78K +51 +5%
BCA
638
Bray Capital Advisors
Florida
$57K -$125K -2,295 -69%
1IA
639
1834 Investment Advisors
Wisconsin
$57K -$85.1K -1,560 -60%
FMTCOCP
640
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$57K – – –
CLOS
641
Compagnie Lombard Odier SCmA
Switzerland
$56K -$76.5K -1,403 -58%
PCTC
642
Perkins Coie Trust Company
Washington
$56K – – –
CC
643
Centiva Capital
New York
$56K +$54.5K +999 New
TWP
644
TFO Wealth Partners
Ohio
$56K +$54.5K +1,000 New
SWA
645
Sutton Wealth Advisors
Florida
$53.7K – – –
BDS
646
Banco de Sabadell
Florida
$52K – – –
PCM
647
Prelude Capital Management
New York
$52K +$50.1K +919 New
KTC
648
Kistler-Tiffany Companies
Pennsylvania
$51K – – –
GLI
649
Guardian Life Insurance
New York
$50K – – –
VNA
650
Valley National Advisers
Pennsylvania
$49K -$101K -1,855 -68%