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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
451
HBK Sorce Advisory
Pennsylvania
$209K -$11.6K -216 -5%
GG
452
Gofen & Glossberg
Illinois
$206K
NCM
453
Northside Capital Management
Oregon
$206K
FTDI
454
First Trust Direct Indexing
Massachusetts
$201K +$219K +4,086 New
GHA
455
GW Henssler & Associates
Georgia
$200K -$196K -3,655 -47%
CT
456
Caldwell Trust
Florida
$193K -$21.2K -395 -9%
FPS
457
Fieldpoint Private Securities
Connecticut
$189K -$9.07K -169 -4%
Bessemer Group
458
Bessemer Group
New Jersey
$171K +$39.9K +744 +27%
JWM
459
Janiczek Wealth Management
Colorado
$169K -$25.3K -471 -12%
PTC
460
Private Trust Company
Ohio
$165K -$15.5K -288 -8%
APA
461
American Portfolios Advisors
New York
$164K -$6.44K -120 -3%
BEI
462
Benjamin Edwards Inc
Missouri
$163K -$19.1K -355 -10%
VVP
463
Venture Visionary Partners
Ohio
$158K +$172K +3,204 New
OPW
464
Oxler Private Wealth
New York
$156K +$170K +3,167 New
QT
465
Quantbot Technologies
New York
$153K +$167K +3,115 New
WT
466
Whittier Trust
California
$147K -$2.15K -40 -1%
AF
467
Advisornet Financial
Minnesota
$145K -$9.29K -173 -6%
AF
468
Allworth Financial
California
$138K +$7.84K +146 +5%
QCG
469
Quadrant Capital Group
Ohio
$137K -$2.09K -39 -1%
CTC
470
Central Trust Company
Missouri
$134K -$19.8K -369 -12%
SWM
471
Spire Wealth Management
Virginia
$131K -$20.2K -377 -12%
RTC
472
Riverview Trust Company
Washington
$124K
CI
473
CX Institutional
Indiana
$123K +$134K +2,500 New
SC
474
Sawyer & Company
Massachusetts
$122K -$48.7K -908 -27%
NIM
475
NuWave Investment Management
New Jersey
$122K +$97.3K +1,813 +272%