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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$39.9K – – –
TWC
502
TD Waterhouse Canada
Ontario, Canada
$39.8K -$18.6K -28 -35%
SCM
503
Sterling Capital Management
North Carolina
$38.3K -$25.9K -39 -45%
Ohio Public Employees Retirement System (OPERS)
504
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.5K -$5.32K -8 -15%
BBPWM
505
Blue Bell Private Wealth Management
Pennsylvania
$34.3K – – –
VR
506
Vision Retirement
New Jersey
$33.6K – – –
AC
507
AlphaCore Capital
California
$32.7K +$27.3K +41 New
SPIA
508
Steward Partners Investment Advisory
New York
$31.1K +$18.6K +28 +255%
CMA
509
Cedar Mountain Advisors
Oregon
$30.3K – – –
C
510
Covestor
United Kingdom
$29K +$9.31K +14 +64%
FFO
511
Fortitude Family Office
Arizona
$28.7K +$9.31K +14 +64%
BWA
512
Basecamp Wealth Advisors
Washington
$24.8K – – –
RIL
513
Rothschild Investment LLC
Illinois
$24K +$665 +1 +3%
FMTCOCP
514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
KFAS
515
Keating Financial Advisory Services
Kansas
$21.6K +$2K +3 +13%
BBHC
516
Brown Brothers Harriman & Co
New York
$21.6K +$18K +27 New
MA
517
MCF Advisors
Kentucky
$20K – – –
TCOV
518
Trust Company of Vermont
Vermont
$20K +$16.6K +25 New
TPCW
519
TD Private Client Wealth
New York
$19.2K +$5.99K +9 +60%
UFF
520
USA Financial Formulas
Michigan
$19.2K +$16K +24 New
BFS
521
Bare Financial Services
Pennsylvania
$17.6K +$12.6K +19 +633%
OCWP
522
Owl Creek Wealth Partners
Colorado
$16K – – –
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$16K +$3.33K +5 +33%
WA
524
WPG Advisers
Maryland
$15.2K -$3.99K -6 -24%
RS
525
Rakuten Securities
Japan
$15.2K +$12K +18 +1,800%