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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
726
Monetary Management Group
Missouri
$25K
SIM
727
Sonora Investment Management
Arizona
$25K +$6.6K +100 +33%
ACM
728
Antonetti Capital Management
Florida
$25K +$26.4K +400 New
HA
729
Herold Advisors
New York
$25K +$26.4K +400 New
TG
730
TCW Group
California
$24.9K -$2.22M -33,636 -8%
OIA
731
Optimum Investment Advisors
Illinois
$24K
TFO
732
Tarbox Family Office
California
$23K
LS
733
Leelyn Smith
Illinois
$22K +$22.4K +340 New
HFA
734
HC Financial Advisors
California
$21K
NC
735
NewSquare Capital
Pennsylvania
$21K
TFIPS
736
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.2K
CA
737
Clearstead Advisors
Ohio
$20K +$3.04K +46 +17%
FHA
738
First Horizon Advisors
Tennessee
$20K +$6.21K +94 +39%
LAS
739
Lloyd Advisory Services
Georgia
$20K +$9.9K +150 +90%
HDIM
740
Hanson & Doremus Investment Management
Vermont
$19K
SCM
741
Silvant Capital Management
Georgia
$19K
TH
742
TCTC Holdings
Texas
$19K +$19.8K +300 New
BWM
743
Baystate Wealth Management
Massachusetts
$17K +$132 +2 +0.7%
BWM
744
BerganKDV Wealth Management
Minnesota
$16K -$3.17K -48 -16%
EW
745
Evoke Wealth
California
$15K -$1.72K -26 -9%
Jones Financial Companies
746
Jones Financial Companies
Missouri
$15K
ADL
747
Asset Dedication LLC
California
$15K +$15.8K +240 New
SIS
748
Sound Income Strategies
Florida
$14K -$2.64K -40 -16%
RA
749
Resolute Advisors
California
$14K
GAM
750
Gemmer Asset Management
California
$14K +$132 +2 +0.9%