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Name Holding Trade Value Shares
Change
Change in
Stake
CP
701
Coho Partners
Pennsylvania
$563K – – –
IA
702
IFP Advisors
Florida
$559K – – –
PL
703
Parthenon LLC
Kentucky
$559K – – –
HI
704
Hudock Inc
Pennsylvania
$558K +$872 +4 +0.2%
RSWM
705
Robertson Stephens Wealth Management
California
$557K +$251K +1,154 +80%
CAM
706
Columbia Asset Management
Michigan
$556K +$563K +2,585 New
VAS
707
Vestmark Advisory Solutions
Massachusetts
$554K -$204K -934 -27%
GCMG
708
Gyroscope Capital Management Group
Florida
$553K +$560K +2,568 New
DCM
709
Donaldson Capital Management
Indiana
$551K +$12.9K +59 +2%
FG
710
Foster Group
Iowa
$550K +$50.1K +230 +10%
RJT
711
Raymond James Trust
Florida
$544K -$19.9M -91,471 -97%
AWM
712
Apollon Wealth Management
South Carolina
$544K +$33.6K +154 +6%
CS
713
Comerica Securities
Michigan
$543K – – –
KF
714
Krilogy Financial
Missouri
$542K -$49.9K -229 -8%
WC
715
Woodstock Corp
Massachusetts
$541K – – –
IC
716
Inscription Capital
Texas
$538K -$2.18K -10 -0.4%
SC
717
Schulhoff & Co
Ohio
$533K – – –
GTAM
718
Global Trust Asset Management
Florida
$533K +$180K +825 +50%
CC
719
Courier Capital
New York
$532K – – –
CA
720
Claro Advisors
Massachusetts
$526K +$533K +2,446 New
HHAA
721
Henry H. Armstrong Associates
Pennsylvania
$523K – – –
ISB
722
Iowa State Bank
Iowa
$522K -$20.1K -92 -4%
AMG
723
Advisors Management Group
Wisconsin
$516K – – –
HIM
724
Hillsdale Investment Management
Ontario, Canada
$516K +$523K +2,400 New
MM
725
MQS Management
New York
$511K +$518K +2,377 New