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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
726
Asset Dedication LLC
California
$100K +$5.13K +148 +5%
CI Investments Inc
727
CI Investments Inc
Ontario, Canada
$99K +$20.8K +600 +25%
CJA
728
C-J Advisory
California
$95K
WTB
729
Washington Trust Bank
Washington
$93K -$17.5K -506 -15%
FCH
730
Freestone Capital Holdings
Washington
$90K +$94.3K +2,720 New
VFA
731
Valeo Financial Advisors
Indiana
$88K -$2.98K -86 -3%
GLI
732
Guardian Life Insurance
New York
$87K +$2.39K +69 +3%
PA
733
Parallel Advisors
California
$84K -$66.6K -1,922 -43%
KA
734
Kaizen Advisory
Illinois
$76K
MYIA
735
Mount Yale Investment Advisors
Colorado
$73K -$103K -2,962 -55%
SMFG
736
Sumitomo Mitsui Financial Group
Japan
$71K +$74.3K +2,144 New
VDFA
737
Vickerman & Driscoll Financial Advisors
Washington
$70K -$15.7K -454 -18%
FAM
738
Fred Alger Management
New York
$68K +$4.57K +132 +7%
GC
739
Grace Capital
Massachusetts
$66K
EA
740
Elm Advisors
California
$66K +$69.3K +2,000 New
AAP
741
Arax Advisory Partners
Colorado
$65K -$78.5K -2,266 -53%
BFEC
742
Benjamin F. Edwards & Company
Missouri
$63K +$10.4K +300 +18%
SWP
743
Strategic Wealth Partners
Ohio
$56K -$8.66K -250 -13%
CAGAS
744
Capital Advisory Group Advisory Services
Minnesota
$53K
LWCFA
745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K
FBT
746
First Bank & Trust
South Dakota
$51K
VIA
747
Vantage Investment Advisors
Pennsylvania
$49K
TCM
748
Tradewinds Capital Management
Washington
$48K +$24.8K +715 +95%
JA
749
JOYN Advisors
Georgia
$47K +$6.51K +188 +15%
NSIM
750
North Star Investment Management
Illinois
$46K