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Healthcare Realty
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
326
Salem Investment Counselors
North Carolina
$73K – – –
CFA
327
Carroll Financial Associates
North Carolina
$71K +$34.6K +1,037 +94%
DWMG
328
DB Wealth Management Group
California
$68K – – –
CWC
329
Carolinas Wealth Consulting
North Carolina
$57K +$534 +16 +0.9%
KFI
330
Key Financial Inc
Pennsylvania
$55K – – –
CNBTD
331
Citizens National Bank Trust Department
Mississippi
$52K +$51.5K +1,543 New
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$51K – – –
WT
333
Whittier Trust
California
$45K – – –
AF
334
Allworth Financial
California
$42K – – –
AIL
335
AGF Investments LLC
Ontario, Canada
$39K -$5.31K -159 -12%
RFA
336
Reilly Financial Advisors
California
$37K +$36.7K +1,100 New
C
337
Covestor
United Kingdom
$36K +$35.8K +1,071 New
RDIA
338
RE Dickinson Investment Advisors
Iowa
$33K +$32.7K +980 New
ME
339
McIlrath & Eck
Washington
$32K +$67 +2 +0.2%
QCG
340
Quadrant Capital Group
Ohio
$31K -$67 -2 -0.2%
ETC
341
Exchange Traded Concepts
Oklahoma
$31K +$30.8K +922 New
IA
342
IFP Advisors
Florida
$30K -$107K -3,199 -78%
BWM
343
BerganKDV Wealth Management
Minnesota
$29K +$100 +3 +0.4%
MC
344
Muzinich & Co
New York
$28K – – –
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
SPIA
346
Steward Partners Investment Advisory
New York
$27K – – –
S
347
SignatureFD
Georgia
$26K -$501 -15 -2%
AWM
348
Accel Wealth Management
Iowa
$23K -$10K -300 -30%
SIS
349
Sound Income Strategies
Florida
$21K – – –
GI
350
Gradient Investments
Minnesota
$21K +$234 +7 +1%
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