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Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$91K
JMF
402
Johnson Midwest Financial
Iowa
$89K
CDIA
403
Capital Directions Investment Advisors
Georgia
$88K
MMG
404
Monetary Management Group
Missouri
$87K
C
405
Covestor
United Kingdom
$86K -$66.8K -2,205 -43%
CCA
406
Column Capital Advisors
Indiana
$86K
IA
407
IFP Advisors
Florida
$81K
SIM
408
Sentry Investment Management
Wisconsin
$79K -$10.4K -342 -11%
CJL
409
Cyrus J. Lawrence
New York
$71K
TCWA
410
Ten Capital Wealth Advisors
Washington
$70K
QCG
411
Quadrant Capital Group
Ohio
$69K +$3.48K +115 +5%
Jones Financial Companies
412
Jones Financial Companies
Missouri
$67K -$26.3K -869 -28%
BBHC
413
Brown Brothers Harriman & Co
New York
$66K +$9.42K +311 +16%
DMBA
414
Deseret Mutual Benefit Administrators
Utah
$64K
FBT
415
First Bank & Trust
South Dakota
$64K
BTI
416
Blue Trust Inc
Georgia
$63K +$59.8K +1,976 New
HI
417
Harbour Investments
Wisconsin
$56K +$57.7K +1,906 New
AS
418
Altshuler Shaham
Israel
$53K -$4.27K -141 -7%
PA
419
Parallel Advisors
California
$50K -$3.85K -127 -7%
BC
420
Bartlett & Co
Ohio
$50K
BCWM
421
Bartlett & Co Wealth Management
Ohio
$50K
APA
422
American Portfolios Advisors
New York
$48.8K +$33.3K +1,100 +198%
SWM
423
SeaCrest Wealth Management
New York
$48K +$49.2K +1,625 New
LCM
424
Logan Capital Management
Pennsylvania
$47K
SPIA
425
Steward Partners Investment Advisory
New York
$47K +$30 +1 +0.1%