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Name Holding Trade Value Shares
Change
Change in
Stake
BS
526
Boenning & Scattergood
Pennsylvania
$1.8M +$190K +10,351 +14%
GWM
527
Greenwich Wealth Management
Connecticut
$1.8M -$41.6K -2,262 -3%
CIA
528
Capital Investment Advisors
Georgia
$1.79M +$26.4K +1,435 +2%
PCIA
529
Prime Capital Investment Advisors
Kansas
$1.78M -$1.31M -71,447 -46%
KWM
530
Kingsview Wealth Management
Oregon
$1.78M -$791 -43 -0.1%
FSA
531
Fort Sheridan Advisors
Illinois
$1.77M +$99.4K +5,400 +7%
CH
532
Canton Hathaway
Rhode Island
$1.77M +$230K +12,503 +17%
NAG
533
Northstar Advisory Group
New Jersey
$1.76M +$1.37M +74,663 +729%
DILIC
534
Dai-ichi Life Insurance Company
Japan
$1.76M +$920K +50,000 +144%
SPA
535
Sentinel Pension Advisors
Massachusetts
$1.74M +$36.4K +1,979 +2%
CA
536
Clearstead Advisors
Ohio
$1.73M +$5.96K +324 +0.4%
CWC
537
Carolinas Wealth Consulting
North Carolina
$1.73M +$27.7K +1,506 +2%
WANY
538
Wealthspire Advisors (New York)
New York
$1.72M -$2.22M -120,866 -59%
MCM
539
Mainstay Capital Management
Michigan
$1.71M -$547K -29,718 -26%
VFA
540
Valeo Financial Advisors
Indiana
$1.71M +$312K +16,955 +26%
SDIC
541
South Dakota Investment Council
South Dakota
$1.71M -$379K -20,620 -20%
Vontobel Holding
542
Vontobel Holding
Switzerland
$1.7M -$1.14M -61,913 -43%
ECM
543
Everence Capital Management
Indiana
$1.7M -$289K -15,710 -16%
IIM
544
InTrack Investment Management
Vermont
$1.69M -$97.5K -5,298 -6%
SSIM
545
Sheets Smith Investment Management
Texas
$1.69M +$1.5M +81,462 New
OIA
546
OneDigital Investment Advisors
Kansas
$1.69M +$661K +35,920 +79%
CSA
547
Cottage Street Advisors
Massachusetts
$1.68M +$584K +31,751 +65%
LOAMS
548
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.68M -$104K -5,663 -7%
CFFP
549
Center for Financial Planning
Michigan
$1.67M -$12K -650 -0.8%
SIC
550
SFE Investment Counsel
California
$1.67M +$1.48M +80,248 New