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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
CoreCap Advisors
Michigan
$196K +$2.64K +35 +1%
LFG
702
Larson Financial Group
Missouri
$196K +$60K +795 +46%
BWM
703
Bullock Wealth Management
Indiana
$193K +$905 +12 +0.5%
WAM
704
Wolverine Asset Management
Illinois
$170K – – –
HI
705
Harbour Investments
Wisconsin
$169K +$75 +1 +0%
CT
706
Caldwell Trust
Florida
$164K – – –
HDIM
707
Hanson & Doremus Investment Management
Vermont
$163K -$6.79K -90 -4%
AAP
708
Arax Advisory Partners
Colorado
$160K -$1.71M -22,721 -92%
TF
709
Tompkins Financial
New York
$155K – – –
BWA
710
Basecamp Wealth Advisors
Washington
$150K +$147K +1,943 New
BWL
711
Bogart Wealth LLC
Virginia
$148K +$1.36K +18 +0.9%
GWM
712
Geneos Wealth Management
Colorado
$148K +$44.5K +590 +45%
Simplex Trading
713
Simplex Trading
Illinois
$147K -$523K -6,935 -79%
PIM
714
Plato Investment Management
Australia
$145K – – –
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$140K +$1.66K +22 +1%
GAFA
716
Garton & Associates Financial Advisors
Kentucky
$139K +$136K +1,802 New
AT
717
Avalon Trust
New Mexico
$139K -$679 -9 -0.5%
PFBT
718
Parkside Financial Bank & Trust
Missouri
$139K +$5.66K +75 +4%
SAG
719
SageView Advisory Group
California
$137K +$134K +1,774 New
M
720
MOTCO
Texas
$137K +$1.66K +22 +1%
BWM
721
Benson Wealth Management
Tennessee
$132K +$128K +1,700 New
GAM
722
Guinness Asset Management
United Kingdom
$127K +$32.4K +429 +37%
BC
723
Bayforest Capital
United Kingdom
$118K -$330K -4,376 -74%
PTC
724
Private Trust Company
Ohio
$111K +$151 +2 +0.1%
TCOT
725
Trust Company of Toledo
Ohio
$106K – – –