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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
401
Sound Income Strategies
Florida
$118K – – –
CT
402
Caldwell Trust
Florida
$113K – – –
ST
403
Smithfield Trust
Pennsylvania
$91K – – –
JMF
404
Johnson Midwest Financial
Iowa
$89K – – –
CDIA
405
Capital Directions Investment Advisors
Georgia
$88K – – –
MMG
406
Monetary Management Group
Missouri
$87K – – –
C
407
Covestor
United Kingdom
$86K -$66.8K -2,205 -43%
CCA
408
Column Capital Advisors
Indiana
$86K – – –
IA
409
IFP Advisors
Florida
$81K – – –
SIM
410
Sentry Investment Management
Wisconsin
$79K -$10.4K -342 -11%
CJL
411
Cyrus J. Lawrence
New York
$71K – – –
TCWA
412
Ten Capital Wealth Advisors
Washington
$70K – – –
QCG
413
Quadrant Capital Group
Ohio
$69K +$3.48K +115 +5%
Jones Financial Companies
414
Jones Financial Companies
Missouri
$67K -$26.3K -869 -28%
BBHC
415
Brown Brothers Harriman & Co
New York
$66K +$9.42K +311 +16%
DMBA
416
Deseret Mutual Benefit Administrators
Utah
$64K – – –
FBT
417
First Bank & Trust
South Dakota
$64K – – –
BTI
418
Blue Trust Inc
Georgia
$63K +$59.8K +1,976 New
HI
419
Harbour Investments
Wisconsin
$56K +$57.7K +1,906 New
AS
420
Altshuler Shaham
Israel
$53K -$4.27K -141 -7%
PA
421
Parallel Advisors
California
$50K -$3.85K -127 -7%
BC
422
Bartlett & Co
Ohio
$50K – – –
BCWM
423
Bartlett & Co Wealth Management
Ohio
$50K – – –
APA
424
American Portfolios Advisors
New York
$48.8K +$33.3K +1,100 +198%
SWM
425
SeaCrest Wealth Management
New York
$48K +$49.2K +1,625 New