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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$125K +$1.66K +25 +1%
CSC
852
Caldwell Sutter Capital
California
$122K +$85.4K +1,285 +201%
HGERS
853
Householder Group Estate & Retirement Specialist
Arizona
$119K +$125K +1,879 New
TLA
854
Tanglewood Legacy Advisors
Texas
$119K – – –
LC
855
Lindbrook Capital
California
$118K -$606K -9,120 -83%
Harvest Fund Management
856
Harvest Fund Management
China
$117K – – –
Huntington National Bank
857
Huntington National Bank
Ohio
$115K -$14.7K -221 -11%
PFBT
858
Parkside Financial Bank & Trust
Missouri
$114K +$13.2K +199 +12%
CMF
859
Counterpoint Mutual Funds
California
$114K +$120K +1,800 New
CWP
860
Concord Wealth Partners
Virginia
$114K -$46.4K -698 -28%
NFSG
861
Newbridge Financial Services Group
Florida
$114K – – –
HCP
862
Hexagon Capital Partners
Arkansas
$112K -$10.9K -164 -9%
CT
863
Caldwell Trust
Florida
$112K -$8.04K -121 -6%
TCI Wealth Advisors
864
TCI Wealth Advisors
Arizona
$110K +$6.51K +98 +6%
MCM
865
MV Capital Management
Maryland
$108K +$1.4K +21 +1%
RFA
866
Register Financial Advisors
Georgia
$105K +$1.2K +18 +1%
Compagnie Lombard Odier SCmA
867
Compagnie Lombard Odier SCmA
Switzerland
$103K – – –
AA
868
Alta Advisers
United Kingdom
$102K – – –
DIP
869
DT Investment Partners
Pennsylvania
$101K – – –
FMP
870
Financial Management Professionals
Texas
$98K +$62.2K +936 +152%
CB
871
Centennial Bank
Arkansas
$95.5K – – –
FCA
872
Fortis Capital Advisors
Kansas
$93.7K +$98K +1,475 New
AP
873
Arlington Partners
Alabama
$91.4K +$40.5K +610 +74%
PG
874
Proffitt & Goodson
Tennessee
$89.3K – – –
MSFP
875
Mark Sheptoff Financial Planning
Connecticut
$88.2K – – –