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Name Holding Trade Value Shares
Change
Change in
Stake
CT
626
Caldwell Trust
Florida
$117K +$107K +4,025 New
SIAP
627
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$115K +$26.5K +1,000 +33%
WCG
628
Weaver Consulting Group
California
$112K – – –
FMT
629
First Mercantile Trust
Tennessee
$108K +$6.2K +234 +7%
Capstone Investment Advisors
630
Capstone Investment Advisors
New York
$106K -$1.02M -38,369 -91%
IA
631
IFP Advisors
Florida
$104K -$296K -11,150 -76%
PA
632
Parallel Advisors
California
$104K -$14.2K -536 -13%
CTC
633
Central Trust Company
Missouri
$102K -$55.1K -2,080 -37%
TCM
634
Tradewinds Capital Management
Washington
$102K +$159 +6 +0.2%
GWM
635
Geneos Wealth Management
Colorado
$101K +$5.62K +212 +6%
MA
636
MUFG Americas
New York
$96K – – –
PCM
637
Penserra Capital Management
California
$92K +$14.3K +540 +19%
ASN
638
Advisory Services Network
Georgia
$88K -$2.81K -106 -3%
SOAMC
639
Spirit of America Management Corp
New York
$87K – – –
SWM
640
Sugarloaf Wealth Management
Georgia
$81K +$74.3K +2,803 New
EP
641
Eudaimonia Partners
Tennessee
$79K +$71.8K +2,709 New
ZB
642
Zions Bancorporation
Utah
$78K -$2.17K -82 -3%
BWM
643
BerganKDV Wealth Management
Minnesota
$77K +$1.41K +53 +2%
Loomis, Sayles & Company
644
Loomis, Sayles & Company
Massachusetts
$77K +$6.15K +232 +10%
WAP
645
Wealthcare Advisory Partners
Pennsylvania
$71K +$53 +2 +0.1%
SPIA
646
Steward Partners Investment Advisory
New York
$71K +$2.65K +100 +4%
SBL
647
Sargent Bickham Lagudis
Colorado
$69K +$27 +1 +0%
GLI
648
Guardian Life Insurance
New York
$68K +$636 +24 +1%
AP
649
Arlington Partners
Alabama
$65K +$59.2K +2,235 New
AAP
650
Arax Advisory Partners
Colorado
$62K – – –