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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
676
Vontobel Holding
Switzerland
$226K +$15.6K +422 +7%
MC
677
Moors & Cabot
Massachusetts
$225K -$53.1K -1,440 -18%
Focus Partners Wealth
678
Focus Partners Wealth
Massachusetts
$223K +$238K +6,438 New
DWT
679
Dorsey & Whitney Trust
South Dakota
$222K +$15.5K +421 +7%
PA
680
Parallel Advisors
California
$221K -$7.01K -190 -3%
FMTCOCP
681
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K -$24.6K -666 -10%
OIA
682
OneDigital Investment Advisors
Kansas
$219K +$233K +6,317 New
DC
683
Davenport & Co
Virginia
$218K +$664 +18 +0.3%
AWM
684
Accel Wealth Management
Iowa
$217K -$11.1K -300 -5%
PVI
685
Pine Valley Investments
New Jersey
$214K -$20.3K -549 -8%
PFA
686
Plotkin Financial Advisors
Maryland
$214K
SWM
687
Segment Wealth Management
Texas
$214K
SF
688
Summit Financial
New Jersey
$214K +$228K +6,176 New
FMLI
689
Fukoku Mutual Life Insurance
Japan
$213K
FCAS
690
First Command Advisory Services
Texas
$213K
SP
691
Successful Portfolios
Florida
$212K -$15.1K -409 -6%
RWA
692
Redhawk Wealth Advisors
Minnesota
$212K -$406 -11 -0.2%
SWM
693
SeaCrest Wealth Management
New York
$212K +$4.32K +117 +2%
KFI
694
Key Financial Inc
Pennsylvania
$210K
TCM
695
Telos Capital Management
California
$210K +$224K +6,066 New
LNB
696
Ledyard National Bank
$209K
CUAMC
697
China Universal Asset Management Company
China
$208K +$55.5K +1,505 +33%
PWA
698
Phoenix Wealth Advisors
North Carolina
$208K +$5.83K +158 +3%
MOS
699
MGO One Seven
Ohio
$207K -$5.76K -156 -3%
AC
700
Abbrea Capital
California
$207K