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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Centerpoint Advisors
Massachusetts
$198K – – –
GWM
702
Geneos Wealth Management
Colorado
$194K +$8.01K +213 +5%
S
703
SignatureFD
Georgia
$194K +$19.9K +529 +12%
ARMT
704
Amica Retiree Medical Trust
Rhode Island
$179K – – –
AOWM
705
Alpha Omega Wealth Management
Virginia
$178K – – –
CQS
706
Credential Qtrade Securities
$170K +$11.8K +313 +8%
CIAS
707
Capital Investment Advisory Services
North Carolina
$165K -$4.51K -120 -3%
PWMG
708
Prestige Wealth Management Group
New Jersey
$148K -$283K -7,521 -67%
CFGS
709
Concourse Financial Group Securities
Alabama
$147K +$40.9K +1,088 +41%
PA
710
Parallel Advisors
California
$144K +$23.6K +629 +21%
FIB
711
First Interstate Bank
Montana
$143K -$5.04K -134 -4%
MSFP
712
Mark Sheptoff Financial Planning
Connecticut
$142K – – –
HPC
713
HM Payson & Co
Maine
$138K +$131K +3,488 New
CAPTRUST Financial Advisors
714
CAPTRUST Financial Advisors
North Carolina
$133K +$17.4K +462 +16%
HFM
715
Harvest Fund Management
China
$132K +$79.7K +2,121 +174%
SFG
716
SevenBridge Financial Group
Pennsylvania
$131K – – –
TCA
717
Teewinot Capital Advisers
New York
$130K – – –
VIM
718
Veritas Investment Management
United Kingdom
$129K – – –
WTC
719
WhitTier Trust Company
Nevada
$129K – – –
APA
720
American Portfolios Advisors
New York
$128K -$55.1K -1,467 -31%
MUS
721
Mitsubishi UFJ Securities
Japan
$120K +$97.4K +2,590 +576%
CJA
722
C-J Advisory
California
$113K – – –
NFG
723
Next Financial Group
Texas
$112K -$185K -4,911 -63%
VFA
724
Valeo Financial Advisors
Indiana
$108K -$188 -5 -0.2%
AAP
725
Arax Advisory Partners
Colorado
$107K +$102K +2,710 New