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Name Holding Trade Value Shares
Change
Change in
Stake
BC
401
Bartlett & Co
Ohio
$125K
SPIA
402
Steward Partners Investment Advisory
New York
$123K +$15.1K +468 +14%
FHA
403
First Horizon Advisors
Tennessee
$119K +$64.8K +2,008 +123%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$94K +$614 +19 +0.7%
CFG
405
CKW Financial Group
Hawaii
$92K
ST
406
Sageworth Trust
Pennsylvania
$86K
TPCW
407
TD Private Client Wealth
New York
$81.8K
Twin Tree Management
408
Twin Tree Management
Texas
$80K -$127K -3,925 -62%
PPWM
409
PFG Private Wealth Management
Florida
$75K +$73K +2,262 New
FF
410
FourThought Financial
Florida
$74K -$420 -13 -0.6%
SWA
411
SOA Wealth Advisors
New York
$72K +$65 +2 +0.1%
CFFP
412
Center for Financial Planning
Michigan
$66K
FBT
413
First Bank & Trust
South Dakota
$65K
AIM
414
Arcadia Investment Management
Michigan
$57K
LC
415
Lindbrook Capital
California
$55K +$1.68K +52 +3%
WT
416
Washington Trust
Rhode Island
$49K
CFGS
417
Concourse Financial Group Securities
Alabama
$48K +$1.81K +56 +4%
PI
418
PEAK6 Investments
Illinois
$43K -$6.55K -203 -13%
IA
419
IFP Advisors
Florida
$40K -$12K -372 -24%
CT
420
Caldwell Trust
Florida
$39.6K
APA
421
American Portfolios Advisors
New York
$39K +$11.9K +368 +45%
PCG
422
Private Capital Group
Connecticut
$39K
EBA
423
Eagle Bay Advisors
New York
$38K +$37.7K +1,167 New
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K
CFA
425
Carroll Financial Associates
North Carolina
$35K +$1.42K +44 +4%