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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
926
Creative Financial Designs
Indiana
$70K +$78.2K +260 New
WAM
927
Wolverine Asset Management
Illinois
$69K +$78.5K +261 New
SIAS
928
Shine Investment Advisory Services
Colorado
$68K -$1.8K -6 -2%
BCWM
929
Bartlett & Co Wealth Management
Ohio
$67.4K
BC
930
Bartlett & Co
Ohio
$67K
MIHAS
931
Maj Invest Holding A/S
Denmark
$67K
ICM
932
Islay Capital Management
Texas
$66K -$40.6K -135 -35%
GI
933
Gradient Investments
Minnesota
$62K -$2.4K -8 -3%
CAC
934
Certified Advisory Corp
Florida
$61K
LC
935
Lindbrook Capital
California
$60K -$11.4K -38 -14%
CCA
936
Column Capital Advisors
Indiana
$59K -$601 -2 -0.9%
ZB
937
Zions Bancorporation
Utah
$59K +$301 +1 +0.5%
EI
938
Ellevest Inc
New York
$56K +$3.01K +10 +5%
SFG
939
Sowa Financial Group
Rhode Island
$55K
ANBT
940
American National Bank & Trust
Texas
$54K
KPCM
941
Kings Point Capital Management
New York
$54K
BL
942
Balentine LLC
Georgia
$52K +$36.7K +122 +169%
RA
943
Rational Advisors
New York
$51K +$57.7K +192 New
PIMG
944
Patriot Investment Management Group
Tennessee
$50.8K +$57.1K +190 New
GAM
945
Gemmer Asset Management
California
$50K
First Manhattan
946
First Manhattan
New York
$49K
MA
947
MCF Advisors
Kentucky
$49K
SCM
948
Silvant Capital Management
Georgia
$44K
Credit Agricole
949
Credit Agricole
France
$40K -$941K -3,132 -95%
GCM
950
Gables Capital Management
Florida
$39K