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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
401
Hughes Financial Services
Virginia
$1.65K +$531 +176 +81%
AssetMark Inc
402
AssetMark Inc
California
$1.54K -$148 -49 -9%
Mitsubishi UFJ Asset Management
403
Mitsubishi UFJ Asset Management
Japan
$1.39K – – –
Global Retirement Partners
404
Global Retirement Partners
California
$1.29K -$112 -37 -8%
Country Trust Bank
405
Country Trust Bank
Illinois
$1.25K – – –
Central Trust Company
406
Central Trust Company
Missouri
$1.25K – – –
PFBT
407
Parkside Financial Bank & Trust
Missouri
$1.22K +$558 +185 +90%
Spire Wealth Management
408
Spire Wealth Management
Virginia
$1.15K – – –
SHIM
409
Stone House Investment Management
Pennsylvania
$998 +$965 +320 New
ADL
410
Asset Dedication LLC
California
$936 – – –
TCOT
411
Trust Company of Toledo
Ohio
$936 – – –
AAG
412
Armstrong Advisory Group
Massachusetts
$780 – – –
FMP
413
Financial Management Professionals
Texas
$755 – – –
CFO
414
CVA Family Office
Colorado
$718 – – –
BGAI
415
Bruce G. Allen Investments
Colorado
$699 – – –
FFA
416
Frazier Financial Advisors
Ohio
$624 – – –
RWM
417
Rialto Wealth Management
New York
$606 +$510 +169 +676%
MWA
418
Medallion Wealth Advisors
Connecticut
$530 – – –
QL
419
Quarry LP
New York
$502 -$2.64K -874 -84%
BCM
420
Boreal Capital Management
Florida
$471 – – –
TC
421
Truvestments Capital
Florida
$468 – – –
JWA
422
JFS Wealth Advisors
Pennsylvania
$440 +$392 +130 +1,182%
CFFP
423
Center for Financial Planning
Michigan
$406 – – –
Compagnie Lombard Odier SCmA
424
Compagnie Lombard Odier SCmA
Switzerland
$400 – – –
WSCM
425
Wellington Shields Capital Management
New York
$374 – – –