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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
401
Harvest Fund Management
China
$51K +$35.6K +361 New
SF
402
Synovus Financial
Georgia
$50K +$33.9K +344 New
AF
403
Advisornet Financial
Minnesota
$48K +$20.8K +211 +176%
LFG
404
Larson Financial Group
Missouri
$48K +$32.6K +330 New
CHA
405
Carmichael Hill & Associates
Maryland
$47K +$21.7K +220 +220%
TCOV
406
Trust Company of Vermont
Vermont
$47K +$31.4K +318 New
IFAM
407
Institutional & Family Asset Management
Colorado
$47K +$32K +324 New
TFA
408
Toth Financial Advisory
Virginia
$45K +$14.8K +150 +94%
GWS
409
Glassman Wealth Services
Virginia
$40K +$19.7K +200 +274%
KC
410
Knuff & Co
California
$40K +$27.1K +275 New
GRP
411
Global Retirement Partners
California
$37K +$14.8K +150 +150%
NSIM
412
North Star Investment Management
Illinois
$35K +$20.7K +210 +700%
TWA
413
TCI Wealth Advisors
Arizona
$35K +$23.7K +240 New
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$30K +$15.8K +160 +340%
SIAS
415
Shine Investment Advisory Services
Colorado
$30K +$20K +203 New
TL
416
TrueWealth LLC
Georgia
$30K +$20.4K +207 New
GWMIA
417
Global Wealth Management Investment Advisory
Florida
$29K +$9.97K +101 +101%
DTIM
418
Danda Trouve Investment Management
Kansas
$29K +$19.7K +200 New
FMT
419
First Mercantile Trust
Tennessee
$29K +$19.7K +200 New
SIA
420
SeaBridge Investment Advisors
New Jersey
$29K +$19.7K +200 New
FANJ
421
Financial Architects (New Jersey)
New Jersey
$27K +$18.1K +183 New
HNB
422
Huntington National Bank
Ohio
$26K +$17.3K +175 New
BDWM
423
Brewin Dolphin Wealth Management
Ireland
$24.8K +$16.8K +170 New
WT
424
Whittier Trust
California
$24K +$16.3K +165 New
TC
425
Truvestments Capital
Florida
$24K +$16.4K +166 New