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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
501
First Manhattan
New York
$86.6K +$87.7K +2,000 New
HI
502
Harbour Investments
Wisconsin
$81.2K +$438 +10 +0.5%
MA
503
Montag & Associates
Georgia
$78K – – –
Mitsubishi UFJ Trust & Banking
504
Mitsubishi UFJ Trust & Banking
Japan
$74.8K -$4.38K -100 -6%
BWL
505
Bogart Wealth LLC
Virginia
$72K – – –
CG
506
Cutler Group
California
$66K -$487K -11,114 -88%
SWC
507
Spectrum Wealth Counsel
Indiana
$65K – – –
Optiver Holding
508
Optiver Holding
Netherlands
$61.1K +$61.8K +1,411 New
GRP
509
Global Retirement Partners
California
$61.1K +$8.77K +200 +17%
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$57.2K +$53.6K +1,223 New
LFG
511
Larson Financial Group
Missouri
$52.1K +$26.3K +600 +99%
LC
512
Lindbrook Capital
California
$46.4K +$9.69K +221 +26%
TSWM
513
Tyler-Stone Wealth Management
Ohio
$43.6K – – –
SSB
514
Sandy Spring Bank
Maryland
$43.3K – – –
TLA
515
Tanglewood Legacy Advisors
Texas
$43.3K +$43.8K +1,000 New
BTI
516
Blue Trust Inc
Georgia
$39.3K -$22.7K -519 -36%
AF
517
Allworth Financial
California
$37.4K – – –
VF
518
VitalStone Financial
Texas
$37K – – –
CFS
519
CGC Financial Services
Oregon
$36.7K – – –
VCM
520
Versant Capital Management
Arizona
$34.7K – – –
GJWM
521
Gilliland Jeter Wealth Management
Arkansas
$34.7K +$35.1K +800 New
PS
522
Principal Securities
Iowa
$33.6K +$4.03K +92 +13%
JWM
523
Janiczek Wealth Management
Colorado
$33.5K – – –
TFIPS
524
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.3K – – –
CAM
525
Close Asset Management
United Kingdom
$29K -$112K -2,550 -79%