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Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K
AssetMark Inc
902
AssetMark Inc
California
$39K +$6.8K +235 +9%
IUHSA
903
Itau Unibanco Holding S.A.
Brazil
$39K +$84K +2,904 New
LPWM
904
Lake Point Wealth Management
Texas
$38K +$232 +8 +0.3%
TWA
905
TCI Wealth Advisors
Arizona
$37K -$9.26K -320 -10%
CFG
906
CKW Financial Group
Hawaii
$37K +$26K +900 +45%
RFA
907
Reilly Financial Advisors
California
$36K -$3.3K -114 -4%
DSC
908
Duncker Streett & Co
Missouri
$36K
PCIA
909
Prime Capital Investment Advisors
Kansas
$36K +$23.5K +812 +44%
PA
910
Parallel Advisors
California
$35K -$59.6K -2,060 -44%
PCG
911
Private Capital Group
Connecticut
$34K -$6.39K -221 -8%
WFMPM
912
Woodley Farra Manion Portfolio Management
Indiana
$34K -$5.79K -200 -7%
FANJ
913
Financial Architects (New Jersey)
New Jersey
$33K -$140K -4,832 -66%
GTAM
914
Global Trust Asset Management
Florida
$33K
MRCM
915
M&R Capital Management
New Jersey
$33K
PP
916
Pacifica Partners
Canada
$33K
SIAS
917
Shine Investment Advisory Services
Colorado
$33K
CT
918
Caldwell Trust
Florida
$32.9K -$15.9K -550 -18%
PA
919
Procyon Advisors
Connecticut
$32K -$24.5K -848 -26%
Kayne Anderson Rudnick Investment Management
920
Kayne Anderson Rudnick Investment Management
California
$32K -$19.9K -688 -22%
BWM
921
Baystate Wealth Management
Massachusetts
$31K -$463 -16 -0.7%
JFA
922
JNBA Financial Advisors
Minnesota
$31K
SIA
923
SeaBridge Investment Advisors
New Jersey
$31K
Bank Julius Baer & Co
924
Bank Julius Baer & Co
Switzerland
$30K +$64.3K +2,223 New
TI
925
Truehand Inc
New Hampshire
$29K