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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
626
Banque Cantonale Vaudoise
Switzerland
$165K – – –
IRC
627
Investors Research Corp
Georgia
$163K – – –
DJSG
628
D.J. St. Germain
Massachusetts
$162K +$164K +9,311 New
QCG
629
Quadrant Capital Group
Ohio
$154K +$30.6K +1,739 +25%
BBHC
630
Brown Brothers Harriman & Co
New York
$153K -$20.1K -1,143 -12%
SWA
631
Sutton Wealth Advisors
Florida
$148K – – –
MWC
632
MBM Wealth Consultants
Missouri
$135K +$51K +2,898 +61%
C
633
Covestor
United Kingdom
$130K +$5.33K +303 +4%
PTC
634
Private Trust Company
Ohio
$128K +$13.2K +750 +11%
HI
635
Harbour Investments
Wisconsin
$124K +$1.81K +103 +1%
AWM
636
AllSquare Wealth Management
New York
$122K – – –
PA
637
Parallel Advisors
California
$122K -$29.4K -1,671 -19%
GWM
638
Geneos Wealth Management
Colorado
$119K – – –
CWP
639
Concord Wealth Partners
Virginia
$119K +$120K +6,828 New
HCM
640
Highlander Capital Management
New Jersey
$114K – – –
HIA
641
Harbor Investment Advisory
Maryland
$114K – – –
GRP
642
Global Retirement Partners
California
$112K +$11.8K +670 +12%
SIC
643
SJS Investment Consulting
Ohio
$106K +$1.09K +62 +1%
GEA
644
Glen Eagle Advisors
New Jersey
$101K – – –
MCM
645
Manchester Capital Management
Vermont
$94.5K -$9.71K -552 -9%
MCC
646
Money Concepts Capital
Florida
$93.2K +$38.6K +2,194 +70%
AWM
647
Accel Wealth Management
Iowa
$90.4K -$12K -681 -12%
CSPAM
648
Cary Street Partners Asset Management
Virginia
$88.8K +$59.8K +3,400 +200%
PCM
649
Penserra Capital Management
California
$83K +$8.02K +456 +10%
CA
650
CoreCap Advisors
Michigan
$76.7K +$77.4K +4,403 New