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Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Caldwell Trust
Florida
$214K -$45.5K -900 -17%
GG
402
Gofen & Glossberg
Illinois
$210K
CCA
403
Checchi Capital Advisers
California
$209K -$41.7K -825 -16%
NCM
404
Northside Capital Management
Oregon
$209K
FAIM
405
Financial Advocates Investment Management
Washington
$208K +$210K +4,159 New
MA
406
Mutual Advisors
Nebraska
$207K -$37.1K -734 -15%
LAS
407
Lloyd Advisory Services
Georgia
$205K -$3.64K -72 -2%
GT
408
Glenmede Trust
Pennsylvania
$205K +$208K +4,116 New
CA
409
Continuum Advisory
Idaho
$204K -$10.1K -200 -5%
QI
410
Qtron Investments
Massachusetts
$202K +$204K +4,040 New
IA
411
IFP Advisors
Florida
$201K -$2.93K -58 -1%
MFG
412
MidWestOne Financial Group
Iowa
$200K +$202K +4,000 New
CF
413
Centaurus Financial
California
$198K +$200K +3,956 New
Koshinski Asset Management
414
Koshinski Asset Management
Illinois
$195K +$197K +3,900 New
Jones Financial Companies
415
Jones Financial Companies
Missouri
$193K +$155K +3,064 +386%
JWM
416
Janiczek Wealth Management
Colorado
$180K +$12.7K +251 +7%
SWM
417
Spire Wealth Management
Virginia
$179K
HI
418
Harbour Investments
Wisconsin
$176K +$30.3K +598 +20%
APA
419
American Portfolios Advisors
New York
$170K +$28.1K +556 +20%
SC
420
Sawyer & Company
Massachusetts
$170K -$99.5K -1,967 -37%
CB
421
Community Bank
New York
$170K +$10.1K +200 +6%
EVM
422
Eaton Vance Management
Massachusetts
$165K +$911 +18 +0.2%
LWM
423
Liberty Wealth Management
California
$164K +$83K +1,641 +103%
AF
424
Advisornet Financial
Minnesota
$159K +$15.3K +302 +11%
ONST
425
Old North State Trust
North Carolina
$150K