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Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
651
Schroder Investment Management Group
United Kingdom
$166K -$16.7K -335 -10%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$166K -$1.75K -35 -1%
LC
653
Lindbrook Capital
California
$166K +$41.1K +822 +35%
PA
654
Parallel Advisors
California
$165K -$11.8K -236 -7%
AssetMark Inc
655
AssetMark Inc
California
$151K -$2K -40 -1%
CFN
656
Cordasco Financial Network
Florida
$148K -$35.9K -718 -20%
BWL
657
Bogart Wealth LLC
Virginia
$147K -$27.1K -542 -16%
GRP
658
Global Retirement Partners
California
$147K +$16.8K +336 +14%
PCG
659
Private Capital Group
Connecticut
$143K +$47.4K +948 +54%
RWA
660
Ropes Wealth Advisors
Massachusetts
$140K +$24K +480 +22%
CYG
661
Clean Yield Group
Vermont
$140K +$40K +800 +42%
CAC
662
Certified Advisory Corp
Florida
$137K +$100 +2 +0.1%
BEAM
663
Baker Ellis Asset Management
Washington
$125K – – –
BCWM
664
Bartlett & Co Wealth Management
Ohio
$123K -$84.7K -1,696 -42%
BC
665
Bartlett & Co
Ohio
$121K -$84.7K -1,696 -42%
FC
666
Ferris Capital
Massachusetts
$121K – – –
OIA
667
Optimum Investment Advisors
Illinois
$115K +$100 +2 +0.1%
ECM
668
Estabrook Capital Management
New York
$113K – – –
CFG
669
CKW Financial Group
Hawaii
$113K – – –
FHA
670
Flagship Harbor Advisors
Massachusetts
$112K -$8.45K -169 -7%
DSC
671
Duncker Streett & Co
Missouri
$110K +$250 +5 +0.2%
LYV
672
Live Your Vision
Pennsylvania
$109K -$20K -400 -15%
SFG
673
SevenBridge Financial Group
Pennsylvania
$108K – – –
SJIM
674
St. Johns Investment Management
Florida
$108K – – –
KTC
675
Kistler-Tiffany Companies
Pennsylvania
$107K – – –