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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Archer Investment Corporation
Indiana
$38.3K – – –
T
402
TOBAM
France
$37K +$36.8K +570 New
LWM
403
Liberty Wealth Management
California
$36K – – –
Parallel Advisors
404
Parallel Advisors
California
$34K – – –
Bartlett & Co
405
Bartlett & Co
Ohio
$33K – – –
LC
406
Lindbrook Capital
California
$33K – – –
Bartlett & Co Wealth Management
407
Bartlett & Co Wealth Management
Ohio
$32.5K – – –
CIA
408
CSat Investment Advisory
Michigan
$32K +$3.81K +59 +14%
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$29K +$8.4K +130 +41%
CI Investments Inc
410
CI Investments Inc
Ontario, Canada
$29K +$29K +449 New
APA
411
American Portfolios Advisors
New York
$28.1K +$11.7K +181 +72%
CFD
412
Creative Financial Designs
Indiana
$28K – – –
Gradient Investments
413
Gradient Investments
Minnesota
$26K +$25.8K +400 New
Loomis, Sayles & Company
414
Loomis, Sayles & Company
Massachusetts
$24K – – –
TIM
415
Tortoise Investment Management
New York
$24K – – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$23K +$15.2K +235 +204%
PFWA
417
Paces Ferry Wealth Advisors
Georgia
$22K +$22.2K +344 New
EI
418
Ellevest Inc
New York
$21K – – –
Geneos Wealth Management
419
Geneos Wealth Management
Colorado
$21K +$388 +6 +2%
PCG
420
Private Capital Group
Connecticut
$19K – – –
Huntington National Bank
421
Huntington National Bank
Ohio
$19K +$4.14K +64 +28%
BFC
422
Bedel Financial Consulting
Indiana
$19K +$8.27K +128 +75%
RWM
423
Raffa Wealth Management
District of Columbia
$18.2K – – –
GAM
424
Gemmer Asset Management
California
$18K – – –
Whittier Trust
425
Whittier Trust
California
$18K – – –