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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
951
Asset Dedication LLC
California
$131K – – –
HCM
952
Hollencrest Capital Management
California
$130K +$134K +989 New
EWA
953
EverSource Wealth Advisors
Alabama
$129K +$20.2K +149 +18%
Bank Julius Baer & Co
954
Bank Julius Baer & Co
Switzerland
$118K +$5.44K +40 +5%
FFA
955
Farther Finance Advisors
California
$116K +$120K +880 New
LC
956
Lindbrook Capital
California
$115K +$14.5K +107 +14%
BWA
957
BDO Wealth Advisors
Florida
$115K – – –
PO
958
Private Ocean
California
$113K – – –
TCM
959
Tradewinds Capital Management
Washington
$112K +$6.93K +51 +6%
CFFP
960
Center for Financial Planning
Michigan
$108K – – –
AW
961
Avion Wealth
Texas
$108K – – –
AA
962
Alta Advisers
United Kingdom
$105K – – –
EWM
963
Endurance Wealth Management
Rhode Island
$105K – – –
MPWT
964
MassMutual Private Wealth & Trust
Connecticut
$105K +$3.4K +25 +3%
AF
965
Allworth Financial
California
$103K +$3.53K +26 +3%
IBOK
966
Independence Bank of Kentucky
Kentucky
$102K +$11.3K +83 +12%
AIC
967
Archer Investment Corporation
Indiana
$101K – – –
IGWM
968
ICA Group Wealth Management
Colorado
$101K +$100K +739 New
LWANC
969
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
SN
970
Sittner & Nelson
Oregon
$97.4K +$68K +500 +209%
AS
971
Altshuler Shaham
Israel
$96.4K -$66.2K -487 -40%
ST
972
Smithfield Trust
Pennsylvania
$96K -$40.5K -298 -29%
CI Investments Inc
973
CI Investments Inc
Ontario, Canada
$96K +$50.6K +372 +105%
HC
974
Hoese & Co
Minnesota
$90K – – –
OC
975
Oakworth Capital
Alabama
$89.6K +$6.79K +50 +8%