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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
701
Bartlett & Co Wealth Management
Ohio
$221K – – –
RCA
702
Ranch Capital Advisors
Florida
$221K -$55K -280 -23%
BC
703
Bartlett & Co
Ohio
$221K – – –
CIC
704
Crawford Investment Counsel
Georgia
$219K +$180K +917 New
CTC
705
Central Trust Company
Missouri
$218K +$49.1K +250 +38%
CFG
706
Citizens Financial Group
Rhode Island
$216K -$4.52K -23 -2%
BTW
707
Boston Trust Walden
Massachusetts
$214K +$176K +896 New
MAFM
708
Mid Atlantic Financial Management
Pennsylvania
$213K +$175K +889 New
SWP
709
Stratos Wealth Partners
Ohio
$212K +$174K +886 New
ACM
710
Allred Capital Management
Texas
$211K +$174K +886 New
AC
711
Avestar Capital
New York
$210K +$173K +880 New
BFM
712
Boston Financial Management
Massachusetts
$209K -$128K -651 -43%
LA
713
LVW Advisors
New York
$208K +$171K +868 New
DA
714
DSC Advisors
Illinois
$208K +$171K +871 New
EWM
715
Evercore Wealth Management
New York
$206K +$169K +861 New
CFS
716
CRA Financial Services
New Jersey
$204K +$167K +852 New
HPWM
717
Highland Private Wealth Management
Washington
$204K +$168K +855 New
MWNA
718
Marshall Wace North America
New York
$202K +$166K +843 New
BCM
719
Brookstone Capital Management
Illinois
$201K +$165K +841 New
AIA
720
Alera Investment Advisors
Illinois
$200K +$165K +837 New
GRP
721
Global Retirement Partners
California
$199K -$20.1K -102 -11%
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K +$41.5K +211 +34%
SC
723
Steph & Co
Wisconsin
$191K -$2.56K -13 -2%
ST
724
Smithfield Trust
Pennsylvania
$190K +$52.5K +267 +51%
BAM
725
Belpointe Asset Management
Nevada
$187K +$10.6K +54 +7%