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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
851
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$205K +662 New
TCI Wealth Advisors
852
TCI Wealth Advisors
Arizona
$208K -$619 -2 -0.3%
PP
853
PDS Planning
Ohio
$208K +$204K +660 New
DWA
854
Dougherty Wealth Advisers
Minnesota
$208K – – –
VCP
855
Verus Capital Partners
Arizona
$207K +$203K +655 New
Avantax Advisory Services
856
Avantax Advisory Services
Texas
$204K +$201K +648 New
CI Investments Inc
857
CI Investments Inc
Ontario, Canada
$198K +$20.7K +67 +12%
JSAM
858
J. Safra Asset Management
New York
$195K – – –
MCM
859
Manchester Capital Management
Vermont
$194K – – –
CTA
860
Colonial Trust Advisors
South Carolina
$192K – – –
AA
861
Alta Advisers
United Kingdom
$189K – – –
DFCM
862
Dark Forest Capital Management
Puerto Rico
$181K +$52.6K +170 +42%
Arax Advisory Partners
863
Arax Advisory Partners
Colorado
$169K +$4.02K +13 +2%
Blue Trust Inc
864
Blue Trust Inc
Georgia
$168K -$34.7K -112 -17%
CWA
865
Carolina Wealth Advisors
South Carolina
$168K – – –
Smithfield Trust
866
Smithfield Trust
Pennsylvania
$164K – – –
KI
867
Kapitalo Investimentos
Brazil
$161K +$158K +512 New
AA
868
Addison Advisors
Vermont
$158K -$929 -3 -0.6%
MassMutual Private Wealth & Trust
869
MassMutual Private Wealth & Trust
Connecticut
$155K +$72.4K +234 +91%
FFL
870
Financial Freedom LLC
Ohio
$155K – – –
IWP
871
Icon Wealth Partners
Texas
$138K +$135K +436 New
TCOV
872
Trust Company of Vermont
Vermont
$135K -$6.5K -21 -5%
Magellan Asset Management
873
Magellan Asset Management
Australia
$127K -$11.5K -37 -8%
AP
874
Arlington Partners
Alabama
$127K +$7.12K +23 +6%
SSG
875
Summit Securities Group
New York
$127K -$374K -1,207 -75%