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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
401
Strategic Wealth Partners
Ohio
$94.3K +$105K +450 New
CCM
402
Covington Capital Management
California
$94K – – –
LIA
403
LS Investment Advisors
Michigan
$93K +$5.14K +22 +5%
FBT
404
First Bank & Trust
South Dakota
$90K +$1.17K +5 +1%
SFS
405
Sowell Financial Services
Arkansas
$88K +$98.6K +422 New
LC
406
Lindbrook Capital
California
$84K – – –
FPS
407
Fieldpoint Private Securities
Connecticut
$81K +$90.4K +387 New
PHK
408
Point72 Hong Kong
Hong Kong
$80K +$89K +381 New
SWA
409
Sutton Wealth Advisors
Florida
$77.7K – – –
RWA
410
Ropes Wealth Advisors
Massachusetts
$76K – – –
TF
411
Tompkins Financial
New York
$63K – – –
CIAS
412
Capital Investment Advisory Services
North Carolina
$62K – – –
HPC
413
HM Payson & Co
Maine
$62K – – –
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
RCAG
415
Rehmann Capital Advisory Group
Michigan
$54.5K +$3.27K +14 +6%
GSWM
416
Golden State Wealth Management
California
$52K – – –
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$52K – – –
PAI
418
Pittenger & Anderson Inc
Nebraska
$51K – – –
Group One Trading
419
Group One Trading
Illinois
$51K +$57K +244 New
AssetMark Inc
420
AssetMark Inc
California
$50K -$37.9K -162 -41%
ME
421
McIlrath & Eck
Washington
$48K – – –
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.6K -$61.7K -264 -55%
PCG
423
Private Capital Group
Connecticut
$44K +$49.1K +210 New
AIM
424
AIA Investment Management
Singapore
$44K +$49.5K +212 New
GRP
425
Global Retirement Partners
California
$42K – – –