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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Gibbs Wealth Management
Georgia
$208K +$214K +458 New
DAM
602
Delta Asset Management
Tennessee
$204K – – –
TBA
603
Tower Bridge Advisors
Pennsylvania
$204K – – –
CA
604
Cetera Advisors
Colorado
$202K +$207K +445 New
VIM
605
Vinva Investment Management
Australia
$202K +$207K +444 New
SFS
606
Security Financial Services
Indiana
$201K +$207K +443 New
CCWM
607
Cassaday & Co Wealth Management
Virginia
$201K – – –
OC
608
Oppenheimer & Co
New York
$201K +$4.2K +9 +2%
ECM
609
Estabrook Capital Management
New York
$193K -$14K -30 -7%
HT
610
Headlands Technologies
Illinois
$188K +$193K +413 New
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$187K – – –
PP
612
PrairieView Partners
Minnesota
$182K – – –
LFG
613
Larson Financial Group
Missouri
$182K +$104K +222 +125%
JWA
614
JFS Wealth Advisors
Pennsylvania
$173K – – –
S
615
SignatureFD
Georgia
$172K +$1.86K +4 +1%
CI Investments Inc
616
CI Investments Inc
Ontario, Canada
$170K +$21.4K +46 +14%
IWA
617
Icon Wealth Advisors
Texas
$162K +$26.1K +56 +19%
CT
618
Caldwell Trust
Florida
$162K – – –
Bessemer Group
619
Bessemer Group
New Jersey
$150K -$51.8K -111 -25%
PA
620
Parallel Advisors
California
$149K -$33.6K -72 -18%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$144K -$10.3K -22 -7%
NIMI
622
Natixis Investment Managers International
France
$137K -$12.1K -26 -8%
RTC
623
Riverview Trust Company
Washington
$137K +$140K +301 New
MA
624
MCF Advisors
Kentucky
$129K – – –
PS
625
Principal Securities
Iowa
$129K +$57.3K +123 +77%