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Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
826
Financial Gravity Asset Management
Texas
$96K +$13.8K +148 New
SWA
827
SOA Wealth Advisors
New York
$96K +$22.8K +244 +32%
T
828
TOBAM
France
$96K +$93.6K +1,001 New
ADL
829
Asset Dedication LLC
California
$95K +$77.2K +825 +522%
GEA
830
Glen Eagle Advisors
New Jersey
$93.9K +$52.8K +564 +136%
1IA
831
1834 Investment Advisors
Wisconsin
$89K – – –
WWM
832
Wolff Wiese Magana
California
$84K -$10.4K -111 -11%
TCM
833
Tradewinds Capital Management
Washington
$83K +$81.4K +870 New
PO
834
Private Ocean
California
$82K – – –
CHC
835
City Holding Co
West Virginia
$80K – – –
SCA
836
Stonebridge Capital Advisors
Minnesota
$79K +$28.4K +304 +59%
RE
837
RBC Europe
United Kingdom
$76.7K – – –
BWA
838
BDO Wealth Advisors
Florida
$74K – – –
LWANC
839
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
HMS
840
Hanseatic Management Services
New Mexico
$72K +$69.8K +746 New
IFAM
841
Institutional & Family Asset Management
Colorado
$71K -$3.37K -36 -5%
RBC
842
Roble Belko & Company
Pennsylvania
$69K +$19.2K +205 +40%
BHWM
843
Bay Harbor Wealth Management
Maryland
$67K -$9.45K -101 -13%
GM
844
GeoWealth Management
Illinois
$66K +$64.6K +691 New
LSA
845
Leonteq Securities AG
Switzerland
$64.3K +$56.8K +607 +963%
WT
846
Whittier Trust
California
$63K -$56.5K -604 -48%
AA
847
Ancora Advisors
Ohio
$62K -$1.12K -12 -2%
PB
848
Pinnacle Bancorp
Nebraska
$62K – – –
NSB
849
Norway Savings Bank
Maine
$62K +$4.68K +50 +8%
OC
850
Oakworth Capital
Alabama
$60K – – –