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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
901
Liberty Wealth Management
California
$102K +$1.91K +21 +2%
MCM
902
Manchester Capital Management
Vermont
$101K +$31.5K +347 +53%
MMG
903
Monetary Management Group
Missouri
$101K +$90.8K +1,000 New
FGAM
904
Financial Gravity Asset Management
Texas
$94K +$83.7K +922 New
MUS
905
Mitsubishi UFJ Securities
Japan
$92K -$14.5K -160 -15%
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$90K -$52.1K -574 -39%
CIAS
907
Capital Investment Advisory Services
North Carolina
$88K
WTB
908
Washington Trust Bank
Washington
$88K +$46.6K +513 +143%
SFSIG
909
San Francisco Sentry Investment Group
California
$84K -$10.5K -116 -12%
SLF
910
Sun Life Financial
Ontario, Canada
$82K -$46.9K -517 -39%
TCOV
911
Trust Company of Vermont
Vermont
$82K -$7.9K -87 -10%
TL
912
TrueWealth LLC
Georgia
$76K +$91 +1 +0.1%
WCM
913
WealthBridge Capital Management
Ohio
$72K -$5.17K -57 -7%
PMFA
914
Plante Moran Financial Advisors
Michigan
$70K -$33.9K -373 -35%
MS
915
Mizuho Securities
Japan
$70K
CI
916
CX Institutional
Indiana
$70K +$16.9K +186 +37%
CA
917
Crewe Advisors
Utah
$69K +$62.5K +688 New
IFAM
918
Institutional & Family Asset Management
Colorado
$68K -$2.45K -27 -4%
HWA
919
Heritage Wealth Advisors
Virginia
$67.8K
TNBTD
920
Trustmark National Bank Trust Department
Mississippi
$62K
KPW
921
Kore Private Wealth
New York
$62K +$25.6K +282 +84%
HCA
922
Horan Capital Advisors
Ohio
$57K +$51.8K +570 New
MRCM
923
M&R Capital Management
New Jersey
$53K
RIA
924
RPG Investment Advisory
California
$53K +$33.8K +372 +248%
AWM
925
AllSquare Wealth Management
New York
$52K