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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
526
Sound Income Strategies
Florida
$10K – – –
GWS
527
Glassman Wealth Services
Virginia
$10K +$1.29K +22 +16%
SWA
528
Sutton Wealth Advisors
Florida
$9.98K +$761 +13 +8%
CBT
529
Capital Bank & Trust
California
$9K – – –
IRC
530
Investors Research Corp
Georgia
$9K – – –
ST
531
Smithfield Trust
Pennsylvania
$9K – – –
PFBT
532
Parkside Financial Bank & Trust
Missouri
$9K +$995 +17 +12%
TF
533
TimeScale Financial
Massachusetts
$9K +$8.54K +146 New
BAMG
534
Brand Asset Management Group
Missouri
$7K -$9.83K -168 -58%
TL
535
TrueWealth LLC
Georgia
$7K +$59 +1 +0.9%
LC
536
Lindbrook Capital
California
$7K +$2.28K +39 +45%
MAM
537
Meeder Asset Management
Ohio
$7K +$7.08K +121 New
GCM
538
Gables Capital Management
Florida
$6K – – –
TFO
539
Tarbox Family Office
California
$6K +$1.58K +27 +42%
SCA
540
Stonebridge Capital Advisors
Minnesota
$6K +$5.85K +100 New
Twin Tree Management
541
Twin Tree Management
Texas
$6K +$5.97K +102 New
RCAG
542
Rehmann Capital Advisory Group
Michigan
$5.79K – – –
SMFS
543
Squar Milner Financial Services
California
$5K -$3.57K -61 -44%
HGWM
544
Harvest Group Wealth Management
Massachusetts
$5K +$59 +1 +1%
TAIM
545
TD Ameritrade Investment Management
Nebraska
$5K +$644 +11 +17%
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.27K – – –
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
EWM
548
Executive Wealth Management
Michigan
$4K – – –
JFA
549
JNBA Financial Advisors
Minnesota
$4K – – –
ZB
550
Zions Bancorporation
Utah
$3K -$2.57K -44 -43%