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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
551
Certified Advisory Corp
Florida
$170K – – –
AW
552
Alpha Windward
Massachusetts
$159K -$22.5K -110 -12%
CAM
553
Columbia Asset Management
Michigan
$156K – – –
LC
554
Lindbrook Capital
California
$153K +$155K +759 New
MMG
555
Monetary Management Group
Missouri
$142K – – –
PR
556
Payden & Rygel
California
$142K – – –
RP
557
Rowlandmiller & Partners
Georgia
$136K – – –
QCIG
558
Quad-Cities Investment Group
Iowa
$134K – – –
RFC
559
Regions Financial Corp
Alabama
$133K – – –
BAM
560
Barrett Asset Management
New York
$132K – – –
CT
561
Clearstead Trust
Maine
$132K – – –
SIS
562
Sound Income Strategies
Florida
$131K +$29.6K +145 +29%
PCG
563
Private Capital Group
Connecticut
$130K -$52K -255 -28%
CTC
564
Central Trust Company
Missouri
$130K -$10.4K -51 -7%
SBL
565
Sargent Bickham Lagudis
Colorado
$130K +$2.45K +12 +2%
CAL
566
Capital Advisors Ltd
Ohio
$112K – – –
PVH
567
Psagot Value Holdings
Israel
$111K +$112K +550 New
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$109K +$7.35K +36 +7%
TL
569
TrueWealth LLC
Georgia
$108K – – –
VNA
570
Valley National Advisers
Pennsylvania
$106K +$3.88K +19 +4%
MFW
571
Mosaic Family Wealth
Missouri
$104K – – –
SCM
572
Silvant Capital Management
Georgia
$102K – – –
AIS
573
Accurate Investment Solutions
Pennsylvania
$101K – – –
CFA
574
Carroll Financial Associates
North Carolina
$93K +$204 +1 +0.2%
RWA
575
Ropes Wealth Advisors
Massachusetts
$91K -$10.2K -50 -10%