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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
426
Capital Asset Advisory Services
Michigan
$30K +$27.6K +625 New
CT
427
Caldwell Trust
Florida
$29.6K – – –
ADL
428
Asset Dedication LLC
California
$28K -$10.9K -246 -30%
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
PFO
430
Pathstone Family Office
New Jersey
$25K +$6.81K +154 +41%
CHA
431
Carmichael Hill & Associates
Maryland
$24K – – –
SSB
432
Sandy Spring Bank
Maryland
$22K – – –
SIM
433
Sonora Investment Management
Arizona
$22K – – –
AssetMark Inc
434
AssetMark Inc
California
$21K – – –
RIM
435
Rockbridge Investment Management
New York
$21K – – –
CBT
436
CoreFirst Bank & Trust
Kansas
$20K +$18.6K +420 New
HCP
437
Hexagon Capital Partners
Arkansas
$19K – – –
TFIPS
438
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.2K +$16.7K +378 New
CFD
439
Creative Financial Designs
Indiana
$17K -$2.65K -60 -15%
MCM
440
Manchester Capital Management
Vermont
$17K – – –
TWA
441
TCI Wealth Advisors
Arizona
$17K – – –
AWM
442
Accel Wealth Management
Iowa
$17K +$15.5K +350 New
CFGS
443
Concourse Financial Group Securities
Alabama
$16K – – –
TCCM
444
Timber Creek Capital Management
Massachusetts
$16K – – –
BWM
445
Baystate Wealth Management
Massachusetts
$16K +$133 +3 +0.9%
RFA
446
Reilly Financial Advisors
California
$14K -$5.3K -120 -30%
JFA
447
JNBA Financial Advisors
Minnesota
$14K – – –
SFS
448
Sowell Financial Services
Arkansas
$14K +$12.9K +292 New
Canada Pension Plan Investment Board
449
Canada Pension Plan Investment Board
Ontario, Canada
$13K -$151M -3,407,842 -100%
VFA
450
Valeo Financial Advisors
Indiana
$13K -$23.5K -531 -66%