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Name Holding Trade Value Shares
Change
Change in
Stake
BGC
401
Beutel, Goodman & Co
Ontario, Canada
$429K -$21.2K -590 -4%
BCM
402
Boltwood Capital Management
California
$421K +$40.3K +1,120 +10%
IA
403
IFP Advisors
Florida
$419K +$237K +6,578 +113%
GIA
404
Gladstone Institutional Advisory
Florida
$413K +$14.7K +407 +3%
EM
405
Excalibur Management
Massachusetts
$412K -$11.8K -328 -3%
DBIA
406
Dumont & Blake Investment Advisors
New Jersey
$410K -$54.3K -1,507 -11%
CA
407
Continuum Advisory
Idaho
$409K +$53.3K +1,481 +14%
HP
408
Holowesko Partners
Bahamas
$406K -$1.44M -40,000 -77%
CWS
409
Cypress Wealth Services
California
$405K +$82.8K +2,301 +24%
PA
410
Profund Advisors
Maryland
$402K -$40.6K -1,129 -9%
SAM
411
Smartleaf Asset Management
Massachusetts
$402K +$171K +4,746 +66%
CCA
412
Checchi Capital Advisers
California
$402K +$15.8K +440 +4%
RIL
413
Rothschild Investment LLC
Illinois
$402K -$185K -5,140 -30%
Wolverine Trading
414
Wolverine Trading
Illinois
$400K +$427K +11,874 New
APP
415
Avantax Planning Partners
Iowa
$397K +$38.6K +1,071 +10%
PCS
416
Personal CFO Solutions
New Jersey
$397K +$22.5K +626 +6%
FIM
417
Freedom Investment Management
Connecticut
$396K +$36K +999 +9%
FIA
418
Foundations Investment Advisors
Arizona
$396K +$57.4K +1,595 +16%
BFS
419
Beacon Financial Strategies
North Carolina
$395K
NB
420
NBT Bank
New York
$395K -$28.4K -789 -6%
FA
421
Fiduciary Alliance
South Carolina
$390K +$415K +11,527 New
TWPM
422
Total Wealth Planning & Management
Florida
$390K +$415K +11,525 New
NC
423
Napatree Capital
Rhode Island
$390K +$3.89K +108 +0.9%
DWT
424
Dorsey & Whitney Trust
South Dakota
$389K +$10K +278 +2%
NAS
425
Nicolet Advisory Services
Wisconsin
$386K -$55.4K -1,538 -12%