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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
1251
American Research & Management Company
Massachusetts
$103K -$5.09K -63 -5%
CCM
1252
Covington Capital Management
California
$103K
BWM
1253
Baystate Wealth Management
Massachusetts
$101K +$566 +7 +0.6%
PGAM
1254
Princeton Global Asset Management
New Jersey
$100K
MMG
1255
Monetary Management Group
Missouri
$98K
BBPWM
1256
Blue Bell Private Wealth Management
Pennsylvania
$97K
AssetMark Inc
1257
AssetMark Inc
California
$93K -$5.01K -62 -5%
BIP
1258
Blueprint Investment Partners
North Carolina
$93K +$92.1K +1,139 New
CAL
1259
Capital Analysts LLC
Pennsylvania
$91K -$17.9K -222 -17%
KFI
1260
Key Financial Inc
Pennsylvania
$90K
OA
1261
Operose Advisors
Wisconsin
$89K +$40.4K +500 +84%
CFGS
1262
Concourse Financial Group Securities
Alabama
$88K -$722K -8,937 -89%
CWM
1263
Curi Wealth Management
North Carolina
$88K +$485 +6 +0.6%
LAS
1264
Lloyd Advisory Services
Georgia
$85K +$24.7K +305 +41%
JFA
1265
JNBA Financial Advisors
Minnesota
$83K
CP
1266
Castleview Partners
Texas
$82K +$82.1K +1,016 New
AW
1267
Avion Wealth
Texas
$77K -$16.2K -200 -18%
AIP
1268
Ahrens Investment Partners
Louisiana
$77K
SWM
1269
Selective Wealth Management
Virginia
$76K
CHA
1270
Carmichael Hill & Associates
Maryland
$75K
M
1271
MOTCO
Texas
$74K
SOW
1272
State of Wyoming
Wyoming
$71K -$14K -173 -17%
CWC
1273
Carolinas Wealth Consulting
North Carolina
$69K +$323 +4 +0.5%
FCT
1274
First Community Trust
Iowa
$69K +$2.51K +31 +4%
GWS
1275
Glassman Wealth Services
Virginia
$68K +$18.2K +225 +37%