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Name Holding Trade Value Shares
Change
Change in
Stake
FISPB
601
Fideuram - Intesa Sanpaolo Private Banking
$549K +$592K +2,115 New
II
602
Inspire Investing
Idaho
$547K +$83.9K +300 +17%
CCA
603
Checchi Capital Advisers
California
$546K -$111K -397 -16%
Vontobel Holding
604
Vontobel Holding
Switzerland
$544K +$132K +472 +29%
SFS
605
Strategic Financial Services
New York
$544K -$280 -1 -0.1%
HAG
606
HighPoint Advisor Group
Illinois
$543K +$29.7K +106 +5%
RPCONE
607
Retirement Planning Company of New England
Rhode Island
$541K -$3.08K -11 -0.5%
CL
608
Choreo LLC
Illinois
$529K -$231K -826 -29%
HGWM
609
Horst & Graben Wealth Management
Oregon
$527K
BCP
610
Berkeley Capital Partners
Georgia
$520K -$119K -426 -18%
QCG
611
Quadrant Capital Group
Ohio
$520K -$916K -3,273 -62%
HIP
612
HUB Investment Partners
Texas
$514K -$31.6K -113 -5%
PA
613
Parallel Advisors
California
$513K -$111K -396 -17%
SFG
614
Shum Financial Group
California
$513K +$4.48K +16 +0.8%
CCFM
615
Clear Creek Financial Management
Washington
$513K +$132K +473 +31%
SWP
616
Stratos Wealth Partners
Ohio
$511K -$347K -1,239 -39%
PAS
617
Park Avenue Securities
New York
$509K -$42.3K -151 -7%
CWM
618
Chesapeake Wealth Management
Virginia
$509K -$1.96K -7 -0.4%
DAS
619
Diversify Advisory Services
Utah
$508K -$24.6K -88 -5%
SAI
620
Savvy Advisors Inc
New York
$508K -$95.7K -342 -15%
CPCPP
621
Canada Post Corporation Pension Plan
Canada
$504K -$1.66M -5,924 -75%
IWA
622
IVC Wealth Advisors
Pennsylvania
$499K +$20.4K +73 +4%
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$493K +$67.4K +241 +15%
SAM
624
Sompo Asset Management
Japan
$488K -$61.6K -220 -10%
JPWM
625
Jamison Private Wealth Management
Georgia
$484K +$1.12K +4 +0.2%