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Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
301
Ladenburg Thalmann Financial Services
Florida
$1.13M +$93K +1,680 +9%
LPIC
302
LeJeune Puetz Investment Counsel
Michigan
$1.12M +$62K +1,120 +6%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$1.08M +$28.9K +522 +3%
HI
304
Horizon Investments
North Carolina
$1.06M -$411K -7,419 -29%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$1.05M -$30.7K -554 -3%
DLG
306
Daniel L. Goodwin
$1.05M – – –
MCM
307
McKinley Capital Management
Alaska
$1.04M +$1,000K +18,058 New
LWA
308
Lowe Wealth Advisors
Maryland
$1.04M -$35.4K -639 -3%
MIM
309
Marco Investment Management
Georgia
$1M -$11.5K -207 -1%
HIIFS
310
Harel Insurance Investments & Financial Services
Israel
$988K -$141K -2,539 -13%
DBRC
311
D.B. Root & Company
Pennsylvania
$986K +$36.3K +656 +4%
Creative Planning
312
Creative Planning
Kansas
$982K -$258K -4,659 -21%
SKK
313
Shepherd Kaplan Krochuk
Massachusetts
$948K – – –
SGI
314
Summit Global Investments
Utah
$945K +$69.5K +1,255 +8%
CI
315
Capital Innovations
Wisconsin
$942K +$13.7K +247 +2%
WAM
316
World Asset Management
Michigan
$915K -$178K -3,209 -17%
CBOA
317
Commonwealth Bank of Australia
Australia
$903K -$258K -4,669 -23%
SG Americas Securities
318
SG Americas Securities
New York
$880K -$1.53M -27,693 -64%
DWM
319
Dorchester Wealth Management
Quebec, Canada
$877K -$21.8K -393 -3%
HIH
320
HRS Investment Holdings
New York
$866K +$63.7K +1,150 +8%
VST
321
Van Strum & Towne
California
$836K +$42.6K +770 +6%
BFS
322
Bradley Foster & Sargent
Connecticut
$813K -$9.52K -172 -1%
CBU
323
CIBC Bank USA
Illinois
$812K -$7.2K -130 -0.9%
ECM
324
ETrade Capital Management
Virginia
$811K +$146K +2,642 +23%
SW
325
SVB Wealth
Massachusetts
$809K -$20.8K -376 -3%