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Name Holding Trade Value Shares
Change
Change in
Stake
FT
501
Fiduciary Trust
Massachusetts
$401K
TAIM
502
TD Ameritrade Investment Management
Nebraska
$394K
ADL
503
Asset Dedication LLC
California
$391K -$43.8K -79 -11%
AR
504
Advisory Research
Illinois
$390K -$42.2K -76 -11%
SA
505
Shilanski & Associates
Alaska
$390K -$2.22K -4 -0.6%
MPPW
506
Mitchell & Pahl Private Wealth
Oklahoma
$386K +$3.33K +6 +1%
P
507
Palladiem
Pennsylvania
$378K
TPCW
508
TD Private Client Wealth
New York
$377K +$288K +520 +571%
EWA
509
Exencial Wealth Advisors
Oklahoma
$375K +$337K +608 New
VCA
510
Verdence Capital Advisors
Maryland
$375K +$337K +608 New
PMA
511
Prudent Man Advisors
Illinois
$374K -$42.7K -77 -11%
BFS
512
Bradley Foster & Sargent
Connecticut
$374K +$58.8K +106 +21%
AFC
513
AFT Forsyth & Company
Florida
$370K
SCM
514
Southport Capital Management
Tennessee
$367K -$16.6K -30 -5%
IWM
515
IHT Wealth Management
Illinois
$366K -$13.9K -25 -4%
LAM
516
LifePro Asset Management
California
$365K
SFS
517
Sowell Financial Services
Arkansas
$362K +$178K +321 +133%
MPCG
518
Matrix Private Capital Group
New York
$360K +$11.6K +21 +4%
9WM
519
9258 Wealth Management
Ohio
$356K +$16.1K +29 +5%
GDP
520
Great Diamond Partners
Maine
$355K -$67.1K -121 -17%
CT
521
Caldwell Trust
Florida
$355K
CCA
522
Clearwater Capital Advisors
Illinois
$353K
HI
523
Horizon Investments
North Carolina
$351K -$176K -317 -36%
FFS
524
Founders Financial Securities
Maryland
$351K +$69.3K +125 +28%
KIA
525
KCM Investment Advisors
California
$351K +$316K +569 New