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Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
451
Sheaff Brock Investment Advisors
Indiana
$213K +$233K +4,335 New
PFWA
452
Paces Ferry Wealth Advisors
Georgia
$212K – – –
GI
453
GAMCO Investors
Connecticut
$211K – – –
HSA
454
HBK Sorce Advisory
Pennsylvania
$209K -$11.6K -216 -5%
GG
455
Gofen & Glossberg
Illinois
$206K – – –
NCM
456
Northside Capital Management
Oregon
$206K – – –
FTDI
457
First Trust Direct Indexing
Massachusetts
$201K +$219K +4,086 New
GHA
458
GW Henssler & Associates
Georgia
$200K -$196K -3,655 -47%
CT
459
Caldwell Trust
Florida
$193K -$21.2K -395 -9%
FPS
460
Fieldpoint Private Securities
Connecticut
$189K -$9.07K -169 -4%
Bessemer Group
461
Bessemer Group
New Jersey
$171K +$39.9K +744 +27%
JWM
462
Janiczek Wealth Management
Colorado
$169K -$25.3K -471 -12%
PTC
463
Private Trust Company
Ohio
$165K -$15.5K -288 -8%
APA
464
American Portfolios Advisors
New York
$164K -$6.44K -120 -3%
BEI
465
Benjamin Edwards Inc
Missouri
$163K -$19.1K -355 -10%
VVP
466
Venture Visionary Partners
Ohio
$158K +$172K +3,204 New
OPW
467
Oxler Private Wealth
New York
$156K +$170K +3,167 New
QT
468
Quantbot Technologies
New York
$153K +$167K +3,115 New
WT
469
Whittier Trust
California
$147K -$2.15K -40 -1%
AF
470
Advisornet Financial
Minnesota
$145K -$9.29K -173 -6%
AF
471
Allworth Financial
California
$138K +$7.84K +146 +5%
QCG
472
Quadrant Capital Group
Ohio
$137K -$2.09K -39 -1%
CTC
473
Central Trust Company
Missouri
$134K -$19.8K -369 -12%
SWM
474
Spire Wealth Management
Virginia
$131K -$20.2K -377 -12%
RTC
475
Riverview Trust Company
Washington
$124K – – –