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Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Advisornet Financial
Minnesota
$187K +$1.57K +17 +0.8%
MMG
502
Monetary Management Group
Missouri
$186K – – –
CA
503
Clearstead Advisors
Ohio
$184K +$3.7K +40 +2%
IA
504
IFP Advisors
Florida
$183K – – –
WT
505
Whittier Trust
California
$172K – – –
Bank Julius Baer & Co
506
Bank Julius Baer & Co
Switzerland
$168K – – –
Jones Financial Companies
507
Jones Financial Companies
Missouri
$167K -$286K -3,087 -63%
NSB
508
Norway Savings Bank
Maine
$163K -$18.5K -200 -10%
SIM
509
Sentry Investment Management
Wisconsin
$159K -$3.24K -35 -2%
BWM
510
BerganKDV Wealth Management
Minnesota
$159K – – –
CT
511
Cambridge Trust
Massachusetts
$154K – – –
ZB
512
Zions Bancorporation
Utah
$150K -$3.89K -42 -2%
HI
513
Harbour Investments
Wisconsin
$146K +$149K +1,612 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
514
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$142K -$3.5M -37,827 -96%
HPC
515
HM Payson & Co
Maine
$142K – – –
MCC
516
Money Concepts Capital
Florida
$140K -$74.5K -805 -35%
SWM
517
Selective Wealth Management
Virginia
$138K -$27.8K -300 -16%
TCWM
518
Total Clarity Wealth Management
Illinois
$128K +$131K +1,415 New
BTI
519
Blue Trust Inc
Georgia
$126K +$124K +1,340 New
RG
520
Retirement Group
California
$125K +$36.5K +394 +40%
PTC
521
Private Trust Company
Ohio
$121K +$124K +1,335 New
NICM
522
Neo Ivy Capital Management
New York
$119K +$123K +1,327 New
Skandinaviska Enskilda Banken (SEB)
523
Skandinaviska Enskilda Banken (SEB)
Sweden
$117K +$59.8K +646 +100%
BCWM
524
Bartlett & Co Wealth Management
Ohio
$111K – – –
BC
525
Bartlett & Co
Ohio
$111K – – –