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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Strategy Asset Managers
California
$209K +$191K +2,075 New
C
602
Certuity
Florida
$208K +$191K +2,069 New
CCT
603
Capital City Trust
Florida
$207K +$189K +2,050 New
MCM
604
Mainstay Capital Management
Michigan
$202K +$184K +2,000 New
SWA
605
Sutton Wealth Advisors
Florida
$201K
AAP
606
Arax Advisory Partners
Colorado
$199K +$83.4K +905 +85%
AW
607
Alpha Windward
Massachusetts
$175K -$4.14K -45 -3%
S
608
SignatureFD
Georgia
$160K +$14.6K +159 +11%
PCG
609
Private Capital Group
Connecticut
$156K -$39.9K -433 -22%
QCG
610
Quadrant Capital Group
Ohio
$131K -$165K -1,792 -58%
ALAM
611
Asahi Life Asset Management
Japan
$131K +$120K +1,300 New
HI
612
Human Investing
Oregon
$121K -$1.1K -12 -1%
CFA
613
Carroll Financial Associates
North Carolina
$121K +$7.28K +79 +7%
Bank Julius Baer & Co
614
Bank Julius Baer & Co
Switzerland
$118K
BBHC
615
Brown Brothers Harriman & Co
New York
$111K -$96.4K -1,047 -49%
TFA
616
Transamerica Financial Advisors
Florida
$105K +$95.3K +1,035 New
EP
617
Eudaimonia Partners
Tennessee
$103K -$40.4K -439 -30%
CIA
618
CSat Investment Advisory
Michigan
$103K +$19.3K +209 +26%
GWS
619
Glassman Wealth Services
Virginia
$99K +$1.47K +16 +2%
AIL
620
AGF Investments LLC
Ontario, Canada
$93K -$18.5K -201 -18%
ACM
621
AUA Capital Management
Pennsylvania
$93K
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$32.1K +349 +65%
RMC
623
Resources Management Corp
Connecticut
$84K
VFA
624
Valeo Financial Advisors
Indiana
$83K +$2.21K +24 +3%
TCOV
625
Trust Company of Vermont
Vermont
$81K