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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%
WAM
703
Wolverine Asset Management
Illinois
$170K
HI
704
Harbour Investments
Wisconsin
$169K +$75 +1 +0%
CT
705
Caldwell Trust
Florida
$164K
HDIM
706
Hanson & Doremus Investment Management
Vermont
$163K -$6.79K -90 -4%
AAP
707
Arax Advisory Partners
Colorado
$160K -$1.71M -22,721 -92%
TF
708
Tompkins Financial
New York
$155K
BWA
709
Basecamp Wealth Advisors
Washington
$150K +$147K +1,943 New
BWL
710
Bogart Wealth LLC
Virginia
$148K +$1.36K +18 +0.9%
GWM
711
Geneos Wealth Management
Colorado
$148K +$44.5K +590 +45%
Simplex Trading
712
Simplex Trading
Illinois
$147K -$523K -6,935 -79%
PIM
713
Plato Investment Management
Australia
$145K
MPWT
714
MassMutual Private Wealth & Trust
Connecticut
$140K +$1.66K +22 +1%
GAFA
715
Garton & Associates Financial Advisors
Kentucky
$139K +$136K +1,802 New
AT
716
Avalon Trust
New Mexico
$139K -$679 -9 -0.5%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$139K +$5.66K +75 +4%
SAG
718
SageView Advisory Group
California
$137K +$134K +1,774 New
M
719
MOTCO
Texas
$137K +$1.66K +22 +1%
BWM
720
Benson Wealth Management
Tennessee
$132K +$128K +1,700 New
GAM
721
Guinness Asset Management
United Kingdom
$127K +$32.4K +429 +37%
BC
722
Bayforest Capital
United Kingdom
$118K -$330K -4,376 -74%
PTC
723
Private Trust Company
Ohio
$111K +$151 +2 +0.1%
TCOT
724
Trust Company of Toledo
Ohio
$106K
CH
725
Cromwell Holdings
Wyoming
$104K