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Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
Caldwell Trust
Florida
$139K – – –
HPC
652
HM Payson & Co
Maine
$137K – – –
ARMC
653
American Research & Management Company
Massachusetts
$133K – – –
SA
654
SRH Advisors
Kansas
$132K +$31.7K +480 +30%
BAM
655
Belpointe Asset Management
Nevada
$131K +$28.1K +426 +26%
ME
656
McIlrath & Eck
Washington
$127K +$528 +8 +0.4%
T
657
TOBAM
France
$125K – – –
TSW
658
Thompson Siegel & Walmsley
Virginia
$117K – – –
BCA
659
Berman Capital Advisors
Georgia
$117K +$31.6K +478 +35%
ATC
660
Adirondack Trust Company
New York
$114K – – –
AF
661
Advisornet Financial
Minnesota
$109K – – –
APP
662
Alpha Paradigm Partners
Illinois
$107K – – –
PCFFS
663
Pacific Center for Financial Services
California
$106K – – –
PO
664
Private Ocean
California
$106K +$3.17K +48 +3%
SWM
665
Spire Wealth Management
Virginia
$102K -$27.7K -420 -21%
WT
666
Washington Trust
Rhode Island
$102K -$3.96K -60 -4%
CPA
667
Cowen Prime Advisors
New York
$101K – – –
FF
668
FourThought Financial
Florida
$101K – – –
FCB
669
First Command Bank
Texas
$99K -$167K -2,530 -62%
FCFS
670
First Command Financial Services
Texas
$99K -$167K -2,530 -62%
MAWCM
671
Mine & Arao Wealth Creation & Management
California
$95K – – –
Koshinski Asset Management
672
Koshinski Asset Management
Illinois
$92.5K +$96.5K +1,462 New
CPC
673
Consolidated Planning Corp
Georgia
$91K +$94.9K +1,438 New
BCWM
674
Bartlett & Co Wealth Management
Ohio
$90.1K +$76.7K +1,162 +465%
RMC
675
Resources Management Corp
Connecticut
$90K – – –