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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1301
Alta Advisers
United Kingdom
$110K
KC
1302
Kenfarb & Co
Kentucky
$110K
PG
1303
Proffitt & Goodson
Tennessee
$109K
WAS
1304
Winch Advisory Services
Wisconsin
$109K +$1.97K +35 +2%
LWP
1305
Lumature Wealth Partners
Georgia
$108K +$5.29K +94 +5%
GFWA
1306
Grey Fox Wealth Advisors
Delaware
$107K +$97.8K +1,738 +828%
AA
1307
AlphaCentric Advisors
Puerto Rico
$106K -$2.81K -50 -3%
EWM
1308
Endurance Wealth Management
Rhode Island
$105K +$21K +374 +24%
Lido Advisors
1309
Lido Advisors
California
$104K +$468K +8,313 +67%
CI Investments Inc
1310
CI Investments Inc
Ontario, Canada
$102K -$9.34K -166 -8%
DMBA
1311
Deseret Mutual Benefit Administrators
Utah
$100K +$1.35K +24 +1%
TIM
1312
Thompson Investment Management
Wisconsin
$98.6K +$101K +1,799 New
SC
1313
Stephens Consulting
Michigan
$96K
CA
1314
Crewe Advisors
Utah
$95.4K -$5.18K -92 -5%
IBOK
1315
Independence Bank of Kentucky
Kentucky
$92.3K +$2.64K +47 +3%
OIA
1316
Optimum Investment Advisors
Illinois
$92K
SSC
1317
Syverson Strege & Co
Iowa
$90.5K -$4.22K -75 -4%
LB
1318
Legacy Bridge
Iowa
$90K
AA
1319
Ancora Advisors
Ohio
$89.7K
CWAF
1320
Core Wealth Advisors (Florida)
Florida
$89.2K +$12.4K +221 +16%
CFO
1321
CVA Family Office
Colorado
$86.5K +$47.7K +848 +116%
AG
1322
AIA Group
Hong Kong
$85.9K
CWM
1323
Compass Wealth Management
Connecticut
$84.9K -$7.14K -127 -8%
NF
1324
Norwood Financial
Pennsylvania
$83.6K +$20.4K +363 +31%
JWA
1325
JFS Wealth Advisors
Pennsylvania
$82.1K +$5.96K +106 +8%