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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Sit Investment Associates
Minnesota
$103K +$111K +520 New
TL
602
TrueWealth LLC
Georgia
$101K
AIS
603
Accurate Investment Solutions
Pennsylvania
$99K
AIC
604
Ameritas Investment Company
Nebraska
$96K +$5.57K +26 +6%
SFSIG
605
San Francisco Sentry Investment Group
California
$94K -$17.6K -82 -15%
MIFH
606
Migdal Insurance & Financial Holdings
Israel
$89K +$95.5K +446 New
AT
607
Arden Trust
Delaware
$89K +$96K +448 New
IA
608
IFP Advisors
Florida
$84K -$11.1K -52 -10%
SCM
609
Silvant Capital Management
Georgia
$82K
NFG
610
Next Financial Group
Texas
$81K -$62.1K -290 -42%
BAM
611
Bellevue Asset Management
Washington
$79K
RWA
612
Ropes Wealth Advisors
Massachusetts
$79K
TFA
613
Toth Financial Advisory
Virginia
$79K
HPC
614
HM Payson & Co
Maine
$71K -$3.43K -16 -4%
HRC
615
Hoertkorn Richard Charles
$71K
MCM
616
Manchester Capital Management
Vermont
$70K
FHA
617
First Horizon Advisors
Tennessee
$69K +$14.1K +66 +23%
HDIM
618
Hanson & Doremus Investment Management
Vermont
$67K
EWM
619
EPG Wealth Management
Georgia
$66K +$71.1K +332 New
DWM
620
Darwin Wealth Management
Florida
$66K +$71.3K +333 New
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$64K
BFC
622
Bedel Financial Consulting
Indiana
$63K +$1.07K +5 +2%
PCIA
623
Prime Capital Investment Advisors
Kansas
$61K +$1.28K +6 +2%
TF
624
TimeScale Financial
Massachusetts
$60K
BBA
625
Braun-Bostich & Associates
Pennsylvania
$57K