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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
Legacy Financial Advisors
Kentucky
$215K +$218K +4,300 New
CT
402
Caldwell Trust
Florida
$214K -$45.5K -900 -17%
GG
403
Gofen & Glossberg
Illinois
$210K – – –
CCA
404
Checchi Capital Advisers
California
$209K -$41.7K -825 -16%
NCM
405
Northside Capital Management
Oregon
$209K – – –
FAIM
406
Financial Advocates Investment Management
Washington
$208K +$210K +4,159 New
MA
407
Mutual Advisors
Nebraska
$207K -$37.1K -734 -15%
LAS
408
Lloyd Advisory Services
Georgia
$205K -$3.64K -72 -2%
GT
409
Glenmede Trust
Pennsylvania
$205K +$208K +4,116 New
CA
410
Continuum Advisory
Idaho
$204K -$10.1K -200 -5%
QI
411
Qtron Investments
Massachusetts
$202K +$204K +4,040 New
IA
412
IFP Advisors
Florida
$201K -$2.93K -58 -1%
MFG
413
MidWestOne Financial Group
Iowa
$200K +$202K +4,000 New
CF
414
Centaurus Financial
California
$198K +$200K +3,956 New
Koshinski Asset Management
415
Koshinski Asset Management
Illinois
$195K +$197K +3,900 New
Jones Financial Companies
416
Jones Financial Companies
Missouri
$193K +$155K +3,064 +386%
JWM
417
Janiczek Wealth Management
Colorado
$180K +$12.7K +251 +7%
SWM
418
Spire Wealth Management
Virginia
$179K – – –
HI
419
Harbour Investments
Wisconsin
$176K +$30.3K +598 +20%
APA
420
American Portfolios Advisors
New York
$170K +$28.1K +556 +20%
SC
421
Sawyer & Company
Massachusetts
$170K -$99.5K -1,967 -37%
CB
422
Community Bank
New York
$170K +$10.1K +200 +6%
EVM
423
Eaton Vance Management
Massachusetts
$165K +$911 +18 +0.2%
LWM
424
Liberty Wealth Management
California
$164K +$83K +1,641 +103%
AF
425
Advisornet Financial
Minnesota
$159K +$15.3K +302 +11%