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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
601
Mark Asset Management
New York
$596K – – –
GPA
602
Garrison Point Advisors
California
$593K – – –
VCM
603
Virtue Capital Management
Tennessee
$585K +$552K +7,726 New
ACP
604
Aveo Capital Partners
Colorado
$584K -$7.43K -104 -1%
HBK Sorce Advisory
605
HBK Sorce Advisory
Pennsylvania
$578K +$38.1K +533 +7%
ACM
606
Ayrshire Capital Management
Connecticut
$573K +$541K +7,566 New
IFAM
607
Institutional & Family Asset Management
Colorado
$572K -$69.7K -975 -11%
Krane Funds Advisors
608
Krane Funds Advisors
New York
$564K +$11.4K +160 +2%
Independent Advisor Alliance
609
Independent Advisor Alliance
North Carolina
$562K -$4.15K -58 -0.8%
RIM
610
Rampart Investment Management
Connecticut
$559K +$289K +4,038 +121%
CAM
611
Carret Asset Management
New York
$555K -$12K -168 -2%
CWM
612
Cornerstone Wealth Management
Missouri
$548K +$37.7K +527 +8%
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$542K – – –
TD Private Client Wealth
614
TD Private Client Wealth
New York
$540K +$510K +7,133 New
Busey Bank
615
Busey Bank
Illinois
$532K -$1.5K -21 -0.3%
UMB Bank
616
UMB Bank
Missouri
$527K +$161K +2,259 +48%
TCOV
617
Trust Company of Vermont
Vermont
$525K -$6.72K -94 -1%
JWCA
618
J.W. Cole Advisors
Florida
$525K +$496K +6,943 New
QCIG
619
Quad-Cities Investment Group
Iowa
$523K +$357 +5 +0.1%
CFGS
620
Concourse Financial Group Securities
Alabama
$518K +$190K +2,652 +63%
WAAG
621
Wealth Alliance Advisory Group
Kansas
$514K – – –
LWM
622
Loveless Wealth Management
Montana
$514K +$480K +6,713 New
SWM
623
Segment Wealth Management
Texas
$510K -$4.43K -62 -0.9%
IC
624
InterOcean Capital
Illinois
$508K -$39.3K -550 -8%
OCM
625
Orser Capital Management
Texas
$508K +$84.5K +1,182 +21%