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Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
351
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$101K +$99K +1,820 New
Bessemer Group
352
Bessemer Group
New Jersey
$93K
ASN
353
Advisory Services Network
Georgia
$89K +$88.1K +1,619 New
IA
354
IFP Advisors
Florida
$87K +$16.2K +298 +23%
BFC
355
Bedel Financial Consulting
Indiana
$83K
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$83K +$11K +202 +15%
SFS
357
Sowell Financial Services
Arkansas
$72K +$6.8K +125 +11%
AF
358
Advisornet Financial
Minnesota
$72K +$70.5K +1,296 New
ZB
359
Zions Bancorporation
Utah
$68K -$2.07K -38 -3%
CT
360
Caldwell Trust
Florida
$64.7K +$63.7K +1,171 New
CTC
361
Central Trust Company
Missouri
$64K
CFA
362
Carroll Financial Associates
North Carolina
$56K
SCM
363
Silvant Capital Management
Georgia
$55K
CH
364
Canton Hathaway
Rhode Island
$55K +$54.1K +994 New
TCM
365
TD Capital Management
Tennessee
$52K +$544 +10 +1%
CSPIA
366
Cary Street Partners Investment Advisory
Virginia
$51K +$50K +918 New
SIAS
367
Shine Investment Advisory Services
Colorado
$44K
PCG
368
Private Capital Group
Connecticut
$44K +$38.4K +705 +801%
FCH
369
Freestone Capital Holdings
Washington
$42.8K +$42.2K +775 New
PI
370
PineBridge Investments
New York
$34K +$6.2K +114 +23%
SC
371
SouthState Corp
Florida
$34K +$33.3K +612 New
RTC
372
Riverview Trust Company
Washington
$33K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$32K
HFM
374
Harvest Fund Management
China
$30K +$29.9K +550 New
NSIM
375
North Star Investment Management
Illinois
$28K