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Name Holding Trade Value Shares
Change
Change in
Stake
LS
601
Livforsakringsbolaget Skandia
Sweden
$33K -$138K -400 -80%
BBHC
602
Brown Brothers Harriman & Co
New York
$33K
CIR
603
Clear Investment Research
Georgia
$32K
HI
604
Harbour Investments
Wisconsin
$32K
ZB
605
Zions Bancorporation
Utah
$32K +$344 +1 +1%
CFD
606
Creative Financial Designs
Indiana
$30K
TFA
607
Toth Financial Advisory
Virginia
$30K
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$24K
Jones Financial Companies
609
Jones Financial Companies
Missouri
$23K
CWA
610
Clearview Wealth Advisors
Oregon
$22K
CB
611
Community Bank
New York
$22K
RTC
612
Riverview Trust Company
Washington
$22K
TWA
613
TCI Wealth Advisors
Arizona
$22K +$344 +1 +1%
CI Investments Inc
614
CI Investments Inc
Ontario, Canada
$22K +$21K +61 +1,017%
SC
615
Steph & Co
Wisconsin
$21K
EWA
616
EverSource Wealth Advisors
Alabama
$21K +$20.7K +60 +2,000%
FCA
617
FinTrust Capital Advisors
South Carolina
$20K +$344 +1 +2%
RA
618
Rise Advisors
New York
$20K +$1.72K +5 +9%
AFS
619
Annapolis Financial Services
Maryland
$20K +$20.7K +60 New
TWM
620
Tradition Wealth Management
Minnesota
$20K +$21.3K +62 New
OPW
621
Oxler Private Wealth
New York
$18.1K
QC
622
Quent Capital
New York
$18K -$1.72K -5 -8%
WWMSC
623
Wagner Wealth Management (South Carolina)
South Carolina
$17K
DWP
624
Destiny Wealth Partners
Florida
$16K
EARNEST Partners
625
EARNEST Partners
Georgia
$12K