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Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$63K
BCWM
227
Bartlett & Co Wealth Management
Ohio
$62.7K
PCG
228
Private Capital Group
Connecticut
$59K -$10.3K -330 -14%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$55K +$19.4K +620 +47%
SWA
230
Sutton Wealth Advisors
Florida
$48.2K +$16.6K +532 +46%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$44K -$375 -12 -0.8%
HT
232
Heritage Trust
Oklahoma
$43K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$43K +$3.69K +118 +9%
NIT
234
NumerixS Investment Technologies
British Columbia, Canada
$39K -$413K -13,200 -90%
TSW
235
Thompson Siegel & Walmsley
Virginia
$34K
IA
236
IFP Advisors
Florida
$34K +$938 +30 +3%
AIC
237
Archer Investment Corporation
Indiana
$30K +$33.3K +1,066 New
FHB
238
First Hawaiian Bank
Hawaii
$26K +$29K +928 New
MCM
239
Manchester Capital Management
Vermont
$23K
FHA
240
First Horizon Advisors
Tennessee
$21K
LJHT
241
Laurie J. Hall Trustee
$21K
TF
242
Tompkins Financial
New York
$21K
PA
243
Parallel Advisors
California
$19K
WAM
244
Wealthspire Advisors (Maryland)
Maryland
$17K +$11.5K +368 +169%
EWM
245
Executive Wealth Management
Michigan
$17K +$18.3K +584 New
S
246
SignatureFD
Georgia
$16K
VCM
247
Versant Capital Management
Arizona
$14K
TCCM
248
Timber Creek Capital Management
Massachusetts
$13K
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$13K +$14.1K +450 New
SWP
250
Strategic Wealth Partners
Ohio
$12K