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Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
3976
Live Oak Investment Partners
Texas
$54.5K – – –
FDCP
3977
Foster Dykema Cabot & Partners
Massachusetts
$54K +$50.5K +1,090 New
CTC
3978
Cetera Trust Company
Minnesota
$53.5K +$50.1K +1,080 New
BCMIO
3979
Beacon Capital Management Inc (Ohio)
Ohio
$49.5K +$46.3K +1,000 New
BG
3980
Bellevue Group
Switzerland
$49K +$45.9K +990 New
PCTC
3981
Perkins Coie Trust Company
Washington
$46.1K -$19.5K -420 -31%
VWA
3982
Valued Wealth Advisors
Utah
$45.3K +$48.2K +1,040 New
OBWP
3983
O'Brien Wealth Partners
Massachusetts
$45.1K +$24.6K +530 +139%
FSWA
3984
Financial Synergies Wealth Advisors
Texas
$42.8K -$927 -20 -0.7%
RF
3985
Robinswood Financial
Washington
$41.6K – – –
BOC
3986
Bull Oak Capital
California
$41.6K – – –
CCA
3987
Cadent Capital Advisors
Oklahoma
$40.5K +$38K +820 New
PFSC
3988
Peoples Financial Services Corp
Pennsylvania
$39.6K +$4.63K +100 +14%
TFG
3989
Team Financial Group
California
$38.7K – – –
AA
3990
AlphaCentric Advisors
Puerto Rico
$38.1K +$35.7K +770 New
IA
3991
IFS Advisors
Kansas
$38.1K -$463 -10 -1%
YAL
3992
Your Advocates Ltd
Texas
$34.7K – – –
HC
3993
Hoese & Co
Minnesota
$33.7K – – –
CPA
3994
Clear Point Advisors
New York
$32.7K +$30.6K +660 New
SL
3995
Salomon & Ludwin
Virginia
$32.2K – – –
AWM
3996
Able Wealth Management
New Jersey
$32.2K +$30.1K +650 New
CC
3997
Cypress Capital
Tennessee
$31.7K -$12.5K -270 -30%
GIS
3998
Grayhawk Investment Strategies
Alberta, Canada
$31.7K – – –
CQS
3999
Credential Qtrade Securities
$30.7K -$67.2K -1,450 -70%
CCA
4000
Criterion Capital Advisors
Tennessee
$27.7K +$26K +560 New