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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
201
Sit Investment Associates
Minnesota
$74K – – –
PP
202
PDS Planning
Ohio
$72K -$11.4K -3,498 -14%
JWM
203
Janiczek Wealth Management
Colorado
$71K -$2.13K -655 -3%
Credit Agricole
204
Credit Agricole
France
$69K -$78.1K -24,000 -55%
BWM
205
BerganKDV Wealth Management
Minnesota
$67K -$8.09K -2,486 -11%
Stifel Financial
206
Stifel Financial
Missouri
$61K +$11.2K +3,430 +24%
JFL
207
Jarislowsky, Fraser Ltd
Quebec, Canada
$58K +$3.73K +1,145 +7%
CHA
208
Cooper/Haims Advisors
New York
$57K – – –
BL
209
Balentine LLC
Georgia
$55K +$9.1K +2,797 +21%
SS
210
Simplicity Solutions
Minnesota
$53K +$50.1K +15,403 New
S
211
SignatureFD
Georgia
$52K +$8.18K +2,514 +20%
KAS
212
Kestra Advisory Services
Texas
$52K +$8.5K +2,611 +21%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$52K +$10.4K +3,198 +27%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$50K -$1.68M -515,947 -97%
PCS
215
Personal CFO Solutions
New Jersey
$49K +$3.11K +956 +7%
AAM
216
Aureus Asset Management
Massachusetts
$47K – – –
MHR
217
Matthew Hamilton Rosenberg
$46K – – –
LPL Financial
218
LPL Financial
California
$45K -$53.7K -16,508 -56%
MG
219
Mather Group
Illinois
$45K +$238 +73 +0.6%
IAIM
220
International Assets Investment Management
Florida
$45K +$40.4K +12,430 +2,240%
RJFSA
221
Raymond James Financial Services Advisors
Florida
$44K -$77.8K -23,900 -65%
DCM
222
Dimension Capital Management
Florida
$44K -$6.4K -1,967 -13%
KP
223
Keel Point
Alabama
$44K -$4.42K -1,357 -10%
CB
224
Commerce Bank
Missouri
$44K -$1.1K -338 -3%
JWA
225
JFS Wealth Advisors
Pennsylvania
$43K -$32.6K -10,020 -44%