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Name Holding Trade Value Shares
Change
Change in
Stake
LC
676
Landaas & Company
Wisconsin
$206K +$192K +686 New
CPIG
677
Chicago Partners Investment Group
Illinois
$205K +$183K +654 New
IFWM
678
Institute for Wealth Management
Colorado
$204K +$190K +677 New
CCA
679
Conestoga Capital Advisors
Pennsylvania
$201K +$188K +670 New
APP
680
Alpha Paradigm Partners
Illinois
$197K -$509K -1,816 -74%
IA
681
IFP Advisors
Florida
$196K +$33.7K +120 +23%
CT
682
Clearstead Trust
Maine
$195K – – –
VNA
683
Valley National Advisers
Pennsylvania
$194K – – –
WR
684
WD Rutherford
Oregon
$192K – – –
CFFP
685
Center for Financial Planning
Michigan
$191K – – –
HI
686
Harbour Investments
Wisconsin
$190K +$8.41K +30 +5%
NFG
687
Next Financial Group
Texas
$188K +$69.3K +247 +65%
WT
688
Washington Trust
Rhode Island
$185K – – –
JWM
689
Janiczek Wealth Management
Colorado
$183K +$14.9K +53 +10%
AII
690
AGF Investments Inc
Ontario, Canada
$175K -$1.05M -3,753 -87%
TFM
691
TFC Financial Management
Massachusetts
$167K – – –
FF
692
FourThought Financial
Florida
$157K -$5.05K -18 -3%
SIA
693
Sit Investment Associates
Minnesota
$156K – – –
ED
694
Exane Derivatives
France
$155K -$12.9K -46 -8%
BDS
695
Banco de Sabadell
Florida
$151K – – –
FWM
696
Focused Wealth Management
New York
$150K +$140K +500 New
CTC
697
Central Trust Company
Missouri
$144K -$21.3K -76 -14%
AWA
698
Arkadios Wealth Advisors
Georgia
$136K +$92.3K +329 +267%
ACA
699
Atlas Capital Advisors
Wyoming
$134K +$2.24K +8 +2%
Jones Financial Companies
700
Jones Financial Companies
Missouri
$131K -$3.65K -13 -3%