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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Basso Capital Management
Connecticut
$110K
HPC
502
HM Payson & Co
Maine
$106K
AF
503
Allworth Financial
California
$105K +$21.1K +277 +23%
LFASL
504
Lugano Financial Advisors SA (LFA)
Switzerland
$105K
CAL
505
Capital Analysts LLC
Pennsylvania
$102K
SIM
506
Sentry Investment Management
Wisconsin
$98K -$11.1K -146 -10%
NA
507
NewEdge Advisors
Louisiana
$97.3K -$221K -2,904 -68%
CAM
508
Creekmur Asset Management
Illinois
$94.3K +$99.2K +1,304 New
BCWM
509
Bartlett & Co Wealth Management
Ohio
$89.6K
BC
510
Bartlett & Co
Ohio
$89K
ASN
511
Advisory Services Network
Georgia
$87.9K +$92.5K +1,216 New
IGWM
512
ICA Group Wealth Management
Colorado
$87.7K +$92.2K +1,212 New
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$87.3K -$11.2K -147 -11%
PCM
514
Penserra Capital Management
California
$87K -$19.3K -254 -17%
AP
515
Atwood & Palmer
Missouri
$86.8K
OAM
516
Ostrum Asset Management
France
$85.4K +$380 +5 +0.4%
KFP
517
Keener Financial Planning
Texas
$83K +$87.4K +1,149 New
NRG
518
Nemes Rush Group
Michigan
$80.9K
BF
519
BOK Financial
Oklahoma
$80.1K +$7.68K +101 +10%
SL
520
Salomon & Ludwin
Virginia
$77.2K
AWM
521
Avior Wealth Management
Nebraska
$76K
CBT
522
CoreFirst Bank & Trust
Kansas
$72.3K
TCOV
523
Trust Company of Vermont
Vermont
$72.3K
PTC
524
Private Trust Company
Ohio
$70.6K -$3.5K -46 -5%
GAMC
525
Garner Asset Management Corp
Texas
$69.2K +$77.7K +1,021 New