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Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
651
Timber Creek Capital Management
Massachusetts
$87K – – –
TRCT
652
Tower Research Capital (TRC)
New York
$87K +$82K +595 New
PMFA
653
Plante Moran Financial Advisors
Michigan
$86K +$35.6K +258 +77%
SIC
654
Salem Investment Counselors
North Carolina
$84K – – –
AF
655
Allworth Financial
California
$84K +$20.7K +150 +35%
GRP
656
Global Retirement Partners
California
$82K -$413 -3 -0.5%
CAL
657
Capital Advisors Ltd
Ohio
$78K – – –
PFA
658
Pathway Financial Advisors
Vermont
$74K +$70.2K +509 New
CA
659
Calton & Associates
Florida
$73K +$69.6K +505 New
DBT
660
Dubuque Bank & Trust
Iowa
$72K -$2.21K -16 -3%
CHC
661
City Holding Co
West Virginia
$72K – – –
LF
662
Lee Financial
Texas
$72K +$3.17K +23 +5%
LIA
663
LS Investment Advisors
Michigan
$69K – – –
AIM
664
Advantage Investment Management
Iowa
$66K +$8.41K +61 +16%
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$66K +$62.2K +451 New
CP
666
Corbenic Partners
Pennsylvania
$64K -$12.4K -90 -17%
BWP
667
Baldwin Wealth Partners
Massachusetts
$63K – – –
RBC
668
Roble Belko & Company
Pennsylvania
$63K +$237K +1,720 New
SHJ
669
Sharkey, Howes & Javer
Colorado
$62K – – –
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$18.9K +137 +48%
Carson Wealth (CWM LLC)
671
Carson Wealth (CWM LLC)
Nebraska
$61K -$17.1K -124 -23%
FRA
672
Front Row Advisors
California
$61K +$57.9K +420 New
TJHA
673
Thomas J. Herzfeld Advisors
Florida
$60K +$10.3K +75 +22%
JAM
674
JCIC Asset Management
Ontario, Canada
$58K – – –
SIAS
675
Shine Investment Advisory Services
Colorado
$58K – – –