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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
751
Carmichael Hill & Associates
Maryland
$156K +$155K +4,782 New
RWA
752
Ropes Wealth Advisors
Massachusetts
$153K -$20.4K -631 -12%
FCA
753
FinTrust Capital Advisors
South Carolina
$152K -$9.1K -281 -6%
SBSB
754
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K
JFA
755
JNBA Financial Advisors
Minnesota
$151K
AIC
756
Ameritas Investment Company
Nebraska
$147K -$53.3K -1,647 -27%
CT
757
Caldwell Trust
Florida
$145K +$144K +4,453 New
PFO
758
Pathstone Family Office
New Jersey
$142K +$1.78K +55 +1%
HI
759
Hudock Inc
Pennsylvania
$141K +$46.5K +1,435 +49%
VFA
760
Valeo Financial Advisors
Indiana
$137K -$16.3K -504 -11%
RE
761
RBC Europe
United Kingdom
$137K
GLI
762
Guardian Life Insurance
New York
$131K +$907 +28 +0.7%
C
763
Cerebellum
California
$129K -$307K -9,496 -71%
LFA
764
Lighthouse Financial Advisors
Maryland
$128K +$127K +3,938 New
AF
765
Allworth Financial
California
$127K +$12.8K +394 +11%
SWA
766
Sutton Wealth Advisors
Florida
$124K +$1.59K +49 +1%
NIM
767
NuWave Investment Management
New Jersey
$124K -$20.2K -624 -14%
VC
768
Vestor Capital
Illinois
$124K +$73K +2,254 +144%
OIA
769
Optimum Investment Advisors
Illinois
$120K -$163K -5,043 -58%
SIAP
770
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$116K
WG
771
Welch Group
Alabama
$115K
ST
772
Sageworth Trust
Pennsylvania
$113K +$113K +3,481 New
OPS
773
Orion Portfolio Solutions
Nebraska
$111K +$110K +3,405 New
HPC
774
HM Payson & Co
Maine
$110K -$23.3K -719 -18%
SBL
775
Sargent Bickham Lagudis
Colorado
$110K +$291 +9 +0.3%