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Name Holding Trade Value Shares
Change
Change in
Stake
CC
626
Codex Capital
New York
$216K +$206K +1,800 New
GAM
627
Griffin Asset Management
New York
$216K +$206K +1,800 New
IIM
628
Ipswich Investment Management
Massachusetts
$216K +$206K +1,800 New
CFB
629
Cullen/Frost Bankers
Texas
$214K – – –
WC
630
Weil Company
California
$214K +$204K +1,786 New
WTC
631
WhitTier Trust Company
Nevada
$213K +$48.6K +426 +31%
KA
632
Kovack Advisors
Florida
$210K +$200K +1,750 New
EWM
633
Evercore Wealth Management
New York
$210K +$200K +1,751 New
BIP
634
Blueprint Investment Partners
North Carolina
$208K -$31.2K -273 -14%
GA
635
Geller Advisors
New York
$206K +$196K +1,718 New
AAS
636
Avantax Advisory Services
Texas
$201K +$191K +1,672 New
Carson Wealth (CWM LLC)
637
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
PA
638
Parallel Advisors
California
$167K -$35.4K -310 -18%
KPCM
639
Kings Point Capital Management
New York
$163K – – –
DWMG
640
DB Wealth Management Group
California
$160K +$114 +1 +0.1%
TPCW
641
TD Private Client Wealth
New York
$160K +$28.7K +251 +23%
BFEC
642
Benjamin F. Edwards & Company
Missouri
$154K -$641K -5,613 -81%
S
643
SignatureFD
Georgia
$150K +$32.1K +281 +29%
PCG
644
Private Capital Group
Connecticut
$141K -$13.4K -117 -9%
SWM
645
Spire Wealth Management
Virginia
$138K -$33K -289 -20%
BWM
646
BerganKDV Wealth Management
Minnesota
$134K – – –
HDIM
647
Hanson & Doremus Investment Management
Vermont
$126K -$57.1K -500 -25%
GRP
648
Global Retirement Partners
California
$126K +$30.8K +270 +35%
AF
649
Advisornet Financial
Minnesota
$125K +$228 +2 +0.2%
FGAM
650
Financial Gravity Asset Management
Texas
$120K – – –