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Name Holding Trade Value Shares
Change
Change in
Stake
PP
851
PDS Planning
Ohio
$208K +$204K +660 New
DWA
852
Dougherty Wealth Advisers
Minnesota
$208K
VCP
853
Verus Capital Partners
Arizona
$207K +$203K +655 New
AAS
854
Avantax Advisory Services
Texas
$204K +$201K +648 New
CI Investments Inc
855
CI Investments Inc
Ontario, Canada
$198K +$20.7K +67 +12%
JSAM
856
J. Safra Asset Management
New York
$195K
MCM
857
Manchester Capital Management
Vermont
$194K
CTA
858
Colonial Trust Advisors
South Carolina
$192K
AA
859
Alta Advisers
United Kingdom
$189K
DFCM
860
Dark Forest Capital Management
Puerto Rico
$181K +$52.6K +170 +42%
AAP
861
Arax Advisory Partners
Colorado
$169K +$4.02K +13 +2%
BTI
862
Blue Trust Inc
Georgia
$168K -$34.7K -112 -17%
CWA
863
Carolina Wealth Advisors
South Carolina
$168K
ST
864
Smithfield Trust
Pennsylvania
$164K
KI
865
Kapitalo Investimentos
Brazil
$161K +$158K +512 New
AA
866
Addison Advisors
Vermont
$158K -$929 -3 -0.6%
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$155K +$72.4K +234 +91%
FFL
868
Financial Freedom LLC
Ohio
$155K
IWP
869
Icon Wealth Partners
Texas
$138K +$135K +436 New
TCOV
870
Trust Company of Vermont
Vermont
$135K -$6.5K -21 -5%
MAM
871
Magellan Asset Management
Australia
$127K -$11.5K -37 -8%
AP
872
Arlington Partners
Alabama
$127K +$7.12K +23 +6%
SSG
873
Summit Securities Group
New York
$127K -$374K -1,207 -75%
MFG
874
Mendota Financial Group
Wisconsin
$125K +$87.6K +283 +283%
FHA
875
First Horizon Advisors
Tennessee
$124K -$929 -3 -0.8%