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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Clearstead Trust
Maine
$173K – – –
FMB
502
Field & Main Bank
Kentucky
$167K +$165K +1,930 New
BFEC
503
Benjamin F. Edwards & Company
Missouri
$165K -$16.7K -195 -9%
NA
504
NewEdge Advisors
Louisiana
$163K -$133K -1,553 -45%
SIS
505
Sound Income Strategies
Florida
$161K – – –
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$157K +$86.9K +1,015 +126%
BWM
507
BerganKDV Wealth Management
Minnesota
$152K – – –
SIM
508
Sentry Investment Management
Wisconsin
$147K – – –
HPC
509
HM Payson & Co
Maine
$135K -$1.28K -15 -1%
TC
510
Truvestments Capital
Florida
$133K +$132K +1,544 New
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$131K +$68.6K +802 +111%
AAS
512
Ameritas Advisory Services
Nebraska
$124K +$117K +1,371 New
CAL
513
Capital Analysts LLC
Pennsylvania
$121K -$3.17K -37 -3%
IGWM
514
ICA Group Wealth Management
Colorado
$117K +$6.76K +79 +6%
ASN
515
Advisory Services Network
Georgia
$107K -$29.7K -347 -22%
BCWM
516
Bartlett & Co Wealth Management
Ohio
$106K – – –
BC
517
Bartlett & Co
Ohio
$106K – – –
AP
518
Atwood & Palmer
Missouri
$104K – – –
AWM
519
Accel Wealth Management
Iowa
$102K +$770 +9 +0.8%
PB
520
Pinnacle Bancorp
Nebraska
$95K – – –
VIA
521
Virtus Investment Advisers
Connecticut
$93.4K – – –
WP
522
WealthPLAN Partners
Nebraska
$92.5K +$91.7K +1,071 New
AWM
523
Avior Wealth Management
Nebraska
$90.7K – – –
TCOV
524
Trust Company of Vermont
Vermont
$90.6K +$4.02K +47 +5%
FFA
525
Farther Finance Advisors
California
$90.5K +$29K +339 +48%