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Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
1126
Guardian Wealth Management (Illinois)
Illinois
$103K – – –
IUHSA
1127
Itau Unibanco Holding S.A.
Brazil
$102K -$29.3K -610 -21%
C
1128
Covestor
United Kingdom
$100K -$20.6K -430 -17%
T
1129
TOBAM
France
$99K – – –
GM
1130
GeoWealth Management
Illinois
$95K +$18.2K +380 +23%
MRCM
1131
M&R Capital Management
New Jersey
$92.2K +$17.3K +360 +22%
HGERS
1132
Householder Group Estate & Retirement Specialist
Arizona
$91.9K +$95.9K +2,000 New
AWM
1133
AllSquare Wealth Management
New York
$91.7K – – –
RDFA
1134
Ritter Daniher Financial Advisory
Ohio
$91.7K +$95.9K +2,000 New
RL
1135
Rogco LP
Oklahoma
$91.7K +$95.9K +2,000 New
HC
1136
Hoese & Co
Minnesota
$91.7K – – –
PMFA
1137
Plante Moran Financial Advisors
Michigan
$89.9K – – –
WPA
1138
West Paces Advisors
Georgia
$88.5K – – –
FHA
1139
First Horizon Advisors
Tennessee
$80.8K -$7.67K -160 -8%
FFC
1140
First Financial Corp
Indiana
$80.7K +$84.4K +1,760 New
GWSG
1141
GPS Wealth Strategies Group
Colorado
$80.2K – – –
HDIM
1142
Hanson & Doremus Investment Management
Vermont
$72K – – –
BAM
1143
Byrne Asset Management
New Jersey
$71K – – –
Capstone Investment Advisors
1144
Capstone Investment Advisors
New York
$70.2K -$604K -12,600 -89%
CTA
1145
Colonial Trust Advisors
South Carolina
$69.3K +$6.71K +140 +10%
WBC
1146
West Branch Capital
Massachusetts
$64.2K – – –
ADL
1147
Asset Dedication LLC
California
$62K +$60.4K +1,260 +1,575%
SIM
1148
Studio Investment Management
Illinois
$60.5K – – –
IBOK
1149
Independence Bank of Kentucky
Kentucky
$59.6K – – –
AP
1150
Advisors Preferred
Maryland
$58.5K +$60.9K +1,270 New