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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
901
Capital Asset Advisory Services
Michigan
$86K +$90.5K +351 New
ADL
902
Asset Dedication LLC
California
$84K -$95.2K -369 -51%
CWP
903
Concord Wealth Partners
Virginia
$84K +$88.7K +344 New
ICM
904
Islay Capital Management
Texas
$82K – – –
RG
905
Retirement Group
California
$77K +$68.9K +267 +534%
PWM
906
Perigon Wealth Management
California
$75K +$79.2K +307 New
VCG
907
Vantage Consulting Group
Virginia
$74K +$78.2K +303 New
WIM
908
Westside Investment Management
California
$73.9K +$106K +410 +25%
SQA
909
Simon Quick Advisors
New Jersey
$73K -$19.3K -75 -20%
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$73K – – –
HPC
911
HM Payson & Co
Maine
$73K – – –
PCG
912
Private Capital Group
Connecticut
$72K +$5.93K +23 +9%
TPCW
913
TD Private Client Wealth
New York
$71K -$29.2K -113 -28%
GWS
914
Glassman Wealth Services
Virginia
$71K -$516 -2 -0.7%
FA
915
Fortis Advisors
Pennsylvania
$70K – – –
PMFA
916
Plante Moran Financial Advisors
Michigan
$67K -$5.42K -21 -7%
GI
917
Gradient Investments
Minnesota
$67K – – –
PWA
918
Phoenix Wealth Advisors
North Carolina
$64K +$67.8K +263 New
EFSCE
919
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$53.9K -209 -45%
MIHAS
920
Maj Invest Holding A/S
Denmark
$61K – – –
TFM
921
TFC Financial Management
Massachusetts
$60K -$1.03K -4 -2%
BA
922
Bellwether Advisors
Nebraska
$58K +$61.1K +237 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
923
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$57K -$154K -596 -72%
SIM
924
Sonora Investment Management
Arizona
$56K -$27.9K -108 -32%
TC
925
Tacita Capital
Ontario, Canada
$56K +$59.3K +230 New