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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
951
Private Capital Group
Connecticut
$131K -$16.5K -91 -12%
TFS
952
TrustCore Financial Services
Tennessee
$130K – – –
TAIM
953
TD Ameritrade Investment Management
Nebraska
$126K +$50.9K +281 +76%
DHGWA
954
Dixon Hughes Goodman Wealth Advisors
North Carolina
$126K +$118K +653 New
IBOK
955
Independence Bank of Kentucky
Kentucky
$124K +$4.53K +25 +4%
EDRH
956
Edmond de Rothschild Holding
Switzerland
$123K -$57.9K -320 -34%
CA
957
Clearstead Advisors
Ohio
$123K +$2.54K +14 +2%
TFP
958
Tilia Fiduciary Partners
North Carolina
$123K +$115K +637 New
PFSC
959
Peoples Financial Services Corp
Pennsylvania
$122K – – –
IA
960
IFP Advisors
Florida
$122K +$1.45K +8 +1%
JFGIW
961
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K – – –
KFI
962
Key Financial Inc
Pennsylvania
$118K – – –
BC
963
Blackhill Capital
New Jersey
$116K – – –
CWA
964
Clearview Wealth Advisors
Oregon
$112K +$20.5K +113 +24%
AIL
965
AGF Investments LLC
Ontario, Canada
$111K -$21.2K -117 -17%
PFGIA
966
Patriot Financial Group Insurance Agency
Massachusetts
$111K +$181 +1 +0.2%
RIM
967
Rockbridge Investment Management
New York
$108K – – –
BAM
968
Baldrige Asset Management
Pennsylvania
$107K – – –
TSWM
969
Tyler-Stone Wealth Management
Ohio
$106K +$99.6K +550 New
PGAM
970
Princeton Global Asset Management
New Jersey
$105K – – –
PPWM
971
PFG Private Wealth Management
Florida
$105K +$14.3K +79 +17%
AIM
972
Anchor Investment Management
South Carolina
$100K – – –
AA
973
Ancora Advisors
Ohio
$97K – – –
T
974
TOBAM
France
$97K – – –
HFM
975
Harvest Fund Management
China
$96K – – –