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Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
751
Annis Gardner Whiting Capital Advisors
Florida
$439K +$540 +16 +0.1%
CCA
752
Checchi Capital Advisers
California
$437K +$7.76K +230 +2%
ST
753
Smithfield Trust
Pennsylvania
$435K -$2.02K -60 -0.4%
CPA
754
Capital Planning Advisors
California
$432K – – –
LSAG
755
Lake Street Advisors Group
New Hampshire
$432K +$1.42K +42 +0.3%
SAM
756
SignalPoint Asset Management
Missouri
$431K -$9.11K -270 -2%
BFO
757
Boston Family Office
Massachusetts
$430K – – –
CT
758
Caldwell Trust
Florida
$430K – – –
FFS
759
Founders Financial Securities
Maryland
$427K +$220K +6,508 +92%
AF
760
Allworth Financial
California
$423K +$284K +8,408 +207%
FHA
761
Flagship Harbor Advisors
Massachusetts
$420K -$40.7K -1,206 -8%
NP
762
NorthRock Partners
Minnesota
$418K +$38.3K +1,134 +9%
QCG
763
Quadrant Capital Group
Ohio
$417K +$8.77K +260 +2%
A
764
AlphaQuest
New York
$416K +$331K +9,798 +285%
CC
765
Centiva Capital
New York
$410K -$920K -27,278 -68%
SFG
766
SNS Financial Group
Minnesota
$407K -$4.45K -132 -1%
GWM
767
GDS Wealth Management
Texas
$405K -$21.4K -634 -5%
OAM
768
Oxford Asset Management
United Kingdom
$405K +$434K +12,874 New
FCI
769
Financial Counselors Inc
Kansas
$403K -$2.56K -76 -0.6%
FLPIM
770
F.L. Putnam Investment Management
Massachusetts
$402K -$47.8K -1,416 -10%
2L
771
25 LLC
Missouri
$401K +$2.56K +76 +0.6%
BST
772
Bath Savings Trust
Maine
$399K +$4.52K +134 +1%
KFA
773
Krane Funds Advisors
New York
$398K -$14.8K -438 -3%
WTB
774
Washington Trust Bank
Washington
$397K – – –
CCG
775
Cypress Capital Group
Florida
$397K -$2.56K -76 -0.6%