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Name Holding Trade Value Shares
Change
Change in
Stake
ABN AMRO Investment Solutions
1151
ABN AMRO Investment Solutions
$212K +$186K +721 New
Sage Mountain Advisors
1152
Sage Mountain Advisors
Georgia
$211K +$185K +717 New
Occudo Quantitative Strategies
1153
Occudo Quantitative Strategies
Florida
$208K -$4.42M -17,163 -96%
Congress Wealth Management
1154
Congress Wealth Management
Massachusetts
$208K -$35K -136 -16%
MCF Advisors
1155
MCF Advisors
Kentucky
$207K – – –
Kelleher Financial Advisors
1156
Kelleher Financial Advisors
New York
$206K – – –
AGF Management
1157
AGF Management
Ontario, Canada
$206K +$180K +700 New
Bank of Nova Scotia Trust
1158
Bank of Nova Scotia Trust
Ontario, Canada
$206K +$180K +700 New
Destination Wealth Management
1159
Destination Wealth Management
California
$206K +$180K +700 New
Valmark Advisers
1160
Valmark Advisers
Ohio
$204K +$178K +691 New
FA
1161
FDx Advisors
Illinois
$203K +$177K +688 New
MJP Associates
1162
MJP Associates
Connecticut
$202K +$177K +686 New
Leavell Investment Management
1163
Leavell Investment Management
Alabama
$202K +$176K +684 New
CRA Financial Services
1164
CRA Financial Services
New Jersey
$202K +$177K +685 New
Commonwealth Financial Services
1165
Commonwealth Financial Services
West Virginia
$200K – – –
Capital Analysts LLC
1166
Capital Analysts LLC
Pennsylvania
$198K +$258 +1 +0.1%
CIA
1167
Cape Investment Advisory
Georgia
$192K – – –
USB
1168
Union Savings Bank
Connecticut
$190K -$5.67K -22 -3%
EverSource Wealth Advisors
1169
EverSource Wealth Advisors
Alabama
$188K +$82.7K +321 +93%
FRG Family Wealth Advisors
1170
FRG Family Wealth Advisors
Washington
$185K +$169K +655 New
CI Investments Inc
1171
CI Investments Inc
Ontario, Canada
$184K +$58.8K +228 +58%
Quent Capital
1172
Quent Capital
New York
$178K +$6.96K +27 +5%
Crewe Advisors
1173
Crewe Advisors
Utah
$168K +$147K +570 New
Bartlett & Co Wealth Management
1174
Bartlett & Co Wealth Management
Ohio
$166K -$12.4K -48 -8%
Advisornet Financial
1175
Advisornet Financial
Minnesota
$156K -$7.22K -28 -5%