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Name Holding Trade Value Shares
Change
Change in
Stake
CF
401
Centaurus Financial
California
$135K +$3.03K +103 +2%
AIP
402
Ameritas Investment Partners
Nebraska
$134K
S
403
SignatureFD
Georgia
$134K +$2.15K +73 +1%
SWA
404
Sutton Wealth Advisors
Florida
$130K
TWA
405
TCI Wealth Advisors
Arizona
$123K +$1.24K +42 +0.9%
IA
406
IFP Advisors
Florida
$119K +$45K +1,527 +50%
SSB
407
Sandy Spring Bank
Maryland
$117K
TSWM
408
Tyler-Stone Wealth Management
Ohio
$109K +$29 +1 +0%
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$105K -$6.18K -210 -5%
HFM
410
Hartford Financial Management
Connecticut
$105K
HPC
411
HM Payson & Co
Maine
$105K
SIS
412
Sound Income Strategies
Florida
$100K -$501 -17 -0.4%
CT
413
Caldwell Trust
Florida
$96.3K
Pacer Advisors
414
Pacer Advisors
Pennsylvania
$96K -$9.09M -308,674 -99%
BBHC
415
Brown Brothers Harriman & Co
New York
$92K +$41.6K +1,414 +63%
WFA
416
Wipfli Financial Advisors
Wisconsin
$83K +$97.3K +3,302 New
SOW
417
State of Wyoming
Wyoming
$80K +$93.6K +3,177 New
CDIA
418
Capital Directions Investment Advisors
Georgia
$76K -$88.4K -3,000 Closed
DCM
419
Dupont Capital Management
Delaware
$75K +$43.8K +1,488 +101%
MMG
420
Monetary Management Group
Missouri
$74K
CCA
421
Column Capital Advisors
Indiana
$73K
SIM
422
Sentry Investment Management
Wisconsin
$68K
NIM
423
NuWave Investment Management
New Jersey
$61K +$70.8K +2,402 New
T
424
TOBAM
France
$60K +$69.7K +2,367 New
QCG
425
Quadrant Capital Group
Ohio
$59K +$59 +2 +0.1%