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Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Allworth Financial
California
$434K -$4.96K -30 -1%
IFG
702
Independent Financial Group
California
$433K +$413K +2,497 New
CT
703
Chicago Trust
Illinois
$430K -$8.26K -50 -2%
M
704
MOTCO
Texas
$430K +$496 +3 +0.1%
FI
705
FormulaFolio Investments
Michigan
$430K +$16.9K +102 +4%
BFC
706
Bedel Financial Consulting
Indiana
$429K +$1.16K +7 +0.3%
MA
707
MUFG Americas
New York
$428K -$124K -750 -23%
PBC
708
Pavion Blue Capital
California
$428K +$408K +2,469 New
RP
709
Rowlandmiller & Partners
Georgia
$427K +$1.49K +9 +0.4%
WIC
710
Woodmont Investment Counsel
Tennessee
$426K -$54.7K -331 -12%
BWP
711
Baldwin Wealth Partners
Massachusetts
$426K – – –
IAN
712
Integrated Advisors Network
Texas
$425K -$6.44K -39 -2%
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$416K -$1.32K -8 -0.3%
Lido Advisors
714
Lido Advisors
California
$416K +$72.7K +440 +22%
DTL
715
Dynamic Technology Lab
Singapore
$416K +$397K +2,400 New
MCP
716
Martin Capital Partners
Oregon
$413K +$496 +3 +0.1%
HFAS
717
Hummer Financial Advisory Services
Illinois
$411K -$24.8K -150 -6%
AII
718
AGF Investments Inc
Ontario, Canada
$411K +$392K +2,375 New
SCG
719
Sonata Capital Group
Washington
$408K -$41.3K -250 -10%
AIM
720
Anchor Investment Management
South Carolina
$404K -$48.2K -292 -11%
IG
721
ING Group
Netherlands
$399K -$163K -987 -30%
Cetera Investment Advisers
722
Cetera Investment Advisers
Illinois
$398K -$12.9K -78 -3%
BCM
723
Birch Capital Management
Texas
$398K -$5.12K -31 -1%
FFBTD
724
First Financial Bank - Trust Division
Ohio
$393K – – –
PAMG
725
Patton Albertson Miller Group
Tennessee
$389K – – –