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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
701
Vigilant Capital Management
Maine
$34K +$982 +17 +3%
JIC
702
Joel Isaacson & Co
New York
$32K
PCP
703
Proficio Capital Partners
Massachusetts
$32K +$3.52K +61 +11%
CGT
704
Capital Guardian Trust
California
$31K -$49.1K -850 -59%
ST
705
Smithfield Trust
Pennsylvania
$31K
HW
706
Hedeker Wealth
Illinois
$30.9K -$1.17M -20,311 -92%
VIA
707
Vantage Investment Advisors
Pennsylvania
$30K
PG
708
Patten Group
Tennessee
$26.9K
IWC
709
Integrated Wealth Counsel
California
$25K +$27.5K +477 New
TFO
710
Tarbox Family Office
California
$23K
CA
711
CapWealth Advisors
Tennessee
$22K
TDC
712
Thompson Davis & Co
Virginia
$22K
BC
713
Barnett & Company
Tennessee
$21K +$4.5K +78 +24%
CGI
714
CI Global Investments
California
$19K -$611K -10,574 -97%
BWP
715
Baldwin Wealth Partners
Massachusetts
$17K -$134K -2,315 -88%
CG
716
Cutler Group
California
$16K -$402K -6,961 -96%
RWM
717
Raffa Wealth Management
District of Columbia
$16K
CJA
718
C-J Advisory
California
$15K +$16.8K +291 New
GAM
719
Gemmer Asset Management
California
$13K +$1.04K +18 +8%
VCM
720
Versant Capital Management
Arizona
$13K +$1.62K +28 +12%
AP
721
Atwood & Palmer
Missouri
$11K
BAM
722
Brave Asset Management
New Jersey
$11K
HPBT
723
High Point Bank & Trust
North Carolina
$11K
PIM
724
Parasol Investment Management
Illinois
$11K
BWP
725
BSW Wealth Partners
Colorado
$10.5K -$605K -10,478 -94%