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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1151
Congress Wealth Management
Massachusetts
$208K -$35K -136 -16%
MA
1152
MCF Advisors
Kentucky
$207K
KFA
1153
Kelleher Financial Advisors
New York
$206K
AM
1154
AGF Management
Ontario, Canada
$206K +$180K +700 New
BONST
1155
Bank of Nova Scotia Trust
Ontario, Canada
$206K +$180K +700 New
DWM
1156
Destination Wealth Management
California
$206K +$180K +700 New
VA
1157
Valmark Advisers
Ohio
$204K +$178K +691 New
FA
1158
FDx Advisors
Illinois
$203K +$177K +688 New
MA
1159
MJP Associates
Connecticut
$202K +$177K +686 New
LIM
1160
Leavell Investment Management
Alabama
$202K +$176K +684 New
CFS
1161
CRA Financial Services
New Jersey
$202K +$177K +685 New
CFS
1162
Commonwealth Financial Services
West Virginia
$200K
CAL
1163
Capital Analysts LLC
Pennsylvania
$198K +$258 +1 +0.1%
CIA
1164
Cape Investment Advisory
Georgia
$192K
USB
1165
Union Savings Bank
Connecticut
$190K -$5.67K -22 -3%
EWA
1166
EverSource Wealth Advisors
Alabama
$188K +$82.7K +321 +93%
FFWA
1167
FRG Family Wealth Advisors
Washington
$185K +$169K +655 New
CI Investments Inc
1168
CI Investments Inc
Ontario, Canada
$184K +$58.8K +228 +58%
QC
1169
Quent Capital
New York
$178K +$6.96K +27 +5%
CA
1170
Crewe Advisors
Utah
$168K +$147K +570 New
BCWM
1171
Bartlett & Co Wealth Management
Ohio
$166K -$12.4K -48 -8%
AF
1172
Advisornet Financial
Minnesota
$156K -$7.22K -28 -5%
CSC
1173
Caldwell Sutter Capital
California
$153K -$26K -101 -16%
Bank Julius Baer & Co
1174
Bank Julius Baer & Co
Switzerland
$150K -$515 -2 -0.4%
FFA
1175
First Foundation Advisors
California
$150K +$131K +510 New