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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$51K -$10.7K -100 -19%
TAIM
502
TD Ameritrade Investment Management
Nebraska
$48K -$1.71K -16 -4%
LS
503
Leelyn Smith
Illinois
$48K
CIM
504
Contravisory Investment Management
Massachusetts
$48K +$42.1K +394 New
CFD
505
Creative Financial Designs
Indiana
$42K +$37.4K +350 New
GT
506
Glenmede Trust
Pennsylvania
$40K -$44.5K -416 -55%
SWM
507
Sugarloaf Wealth Management
Georgia
$40K -$2.67K -25 -7%
QCG
508
Quadrant Capital Group
Ohio
$38K -$300K -2,804 -90%
FHA
509
Flagship Harbor Advisors
Massachusetts
$37K +$3.64K +34 +12%
AWM
510
AllSquare Wealth Management
New York
$36K
DOA
511
D'Orazio & Associates
Virginia
$36K
JFA
512
JNBA Financial Advisors
Minnesota
$36K
SFFS
513
Stonehage Fleming Financial Services
Jersey
$35K -$12M -112,420 -100%
CFA
514
Carroll Financial Associates
North Carolina
$34K -$11.6K -108 -27%
IA
515
IFP Advisors
Florida
$33K -$16.5K -154 -36%
JWA
516
JFS Wealth Advisors
Pennsylvania
$33K +$4.71K +44 +19%
CA
517
Clearstead Advisors
Ohio
$31K
FPB
518
First PREMIER Bank
South Dakota
$31K
OC
519
Oakworth Capital
Alabama
$30K
TFS
520
TrustCore Financial Services
Tennessee
$30K
MFT
521
Moisand Fitzgerald Tamayo
Florida
$29K
WAM
522
Wolverine Asset Management
Illinois
$29K
CFGS
523
Concourse Financial Group Securities
Alabama
$28K -$24.9K -233 -50%
KPCM
524
Kings Point Capital Management
New York
$28K
SC
525
Stralem & Co
New York
$27K