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Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$48.5K +$1.14K +31 +2%
BC
252
Bartlett & Co
Ohio
$48K +$1.14K +31 +2%
SFS
253
Sowell Financial Services
Arkansas
$48K +$47.9K +1,303 New
PA
254
Parallel Advisors
California
$47K +$26.2K +713 +127%
TAIM
255
TD Ameritrade Investment Management
Nebraska
$47K +$47.2K +1,283 New
AF
256
Allworth Financial
California
$46K
FWM
257
Focused Wealth Management
New York
$46K
CAW
258
Cornerstone Advisors (Washington)
Washington
$45K +$5.3K +144 +13%
FHA
259
Flagship Harbor Advisors
Massachusetts
$43K -$6.51K -177 -13%
VFA
260
Valeo Financial Advisors
Indiana
$42K -$2.13K -58 -5%
ACA
261
Atlas Capital Advisors
Wyoming
$39.2K
POIA
262
Pin Oak Investment Advisors
Texas
$38K
AP
263
Atwood & Palmer
Missouri
$37K
LWM
264
Liberty Wealth Management
California
$37K +$27.9K +757 +313%
ZB
265
Zions Bancorporation
Utah
$33K
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$32K +$32.4K +881 New
TRCT
267
Tower Research Capital (TRC)
New York
$27K -$129K -3,494 -82%
PMFA
268
Plante Moran Financial Advisors
Michigan
$27K +$6.62K +180 +32%
GEA
269
Glen Eagle Advisors
New Jersey
$27K -$9.27K -252 -26%
FPFS
270
First Personal Financial Services
North Carolina
$26K +$25.1K +683 +2,732%
CFA
271
Carroll Financial Associates
North Carolina
$23K -$2.02K -55 -8%
NSIM
272
North Star Investment Management
Illinois
$22K +$22K +599 New
BCA
273
Berman Capital Advisors
Georgia
$20K
TF
274
TimeScale Financial
Massachusetts
$19K
SIAS
275
Shine Investment Advisory Services
Colorado
$15K -$7.84K -213 -34%