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Name Holding Trade Value Shares
Change
Change in
Stake
ED
601
Exane Derivatives
France
$98.5K
Fuller & Thaler Asset Management
602
Fuller & Thaler Asset Management
California
$91K
CFA
603
Carroll Financial Associates
North Carolina
$88K
JFA
604
JNBA Financial Advisors
Minnesota
$86K
AIM
605
Advantage Investment Management
Iowa
$79K +$673 +52 +0.8%
BWM
606
BerganKDV Wealth Management
Minnesota
$78K +$84.4K +6,520 New
WTB
607
Washington Trust Bank
Washington
$77K
RCAG
608
Rehmann Capital Advisory Group
Michigan
$73K -$15.1K -1,168 -16%
FHA
609
Flagship Harbor Advisors
Massachusetts
$73K +$78.6K +6,068 New
APA
610
American Portfolios Advisors
New York
$67.4K
WTC
611
WhitTier Trust Company
Nevada
$66K
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K -$7.77K -600 -10%
PA
613
Parallel Advisors
California
$62K +$51.5K +3,980 +338%
OIA
614
OneDigital Investment Advisors
Kansas
$58K -$1.04K -80 -2%
EWM
615
Endurance Wealth Management
Rhode Island
$58K
TG
616
TLP Group
Illinois
$58K +$62K +4,792 New
IWP
617
Icon Wealth Partners
Texas
$56K +$60K +4,636 New
SF
618
Synovus Financial
Georgia
$52K
TF
619
Tompkins Financial
New York
$50K
PCG
620
Private Capital Group
Connecticut
$49K +$53.1K +4,104 New
SMFS
621
Squar Milner Financial Services
California
$47K -$150K -11,560 -75%
LWM
622
Lenox Wealth Management
Ohio
$42K -$2.33K -180 -5%
WT
623
Whittier Trust
California
$42K
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
CAL
625
Capital Advisors Ltd
Ohio
$39K