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Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$167K +$167K +10,000 New
BCV
77
Banque Cantonale Vaudoise
Switzerland
$163K +$142K +8,500 +680%
CLOS
78
Compagnie Lombard Odier SCmA
Switzerland
$97K +$97.3K +5,838 New
IA
79
IFP Advisors
Florida
$87K +$57.2K +3,433 +245%
AFS
80
Annapolis Financial Services
Maryland
$81K +$32.7K +1,963 +68%
HNB
81
Huntington National Bank
Ohio
$78K +$77.8K +4,671 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$58K +$57.5K +3,451 New
CA
83
CoreCap Advisors
Michigan
$52K +$51.7K +3,100 New
WAM
84
Wolverine Asset Management
Illinois
$52K +$52.8K +3,166 New
SPIA
85
Steward Partners Investment Advisory
New York
$50K -$37.5K -2,250 -43%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$23K +$23.8K +1,430 New
US Bancorp
87
US Bancorp
Minnesota
$13K +$12.5K +750 New
COCM
88
Charter Oak Capital Management
New Hampshire
$13K +$13.3K +800 New
SSB
89
Sandy Spring Bank
Maryland
$6K +$5.83K +350 New
TCWM
90
Total Clarity Wealth Management
Illinois
$5K +$4.58K +275 New
ODG
91
O'Dell Group
Ohio
$5K +$5K +300 New
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$3K +$3.33K +200 New
SIAP
93
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$3.33K +200 New
SWM
94
Sugarloaf Wealth Management
Georgia
$2K
CHA
95
Carmichael Hill & Associates
Maryland
$2K +$1.67K +100 New
SBL
96
Sargent Bickham Lagudis
Colorado
$1K +$500 +30 New
TIM
97
Tortoise Investment Management
New York
$1K +$1.25K +75 New
LA
98
Linden Advisors
New York
-$12M -1,150,000 Closed
ACA
99
Arena Capital Advisors
California
-$10.8M -1,042,499 Closed
RCM
100
Ratan Capital Management
Florida
-$8.03M -810,000 Closed