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Name Holding Trade Value Shares
Change
Change in
Stake
CT
726
Clearstead Trust
Maine
$193K – – –
IA
727
IFP Advisors
Florida
$192K -$2.51K -8 -1%
VNA
728
Valley National Advisers
Pennsylvania
$191K – – –
CFFP
729
Center for Financial Planning
Michigan
$189K – – –
WR
730
WD Rutherford
Oregon
$189K – – –
WT
731
Washington Trust
Rhode Island
$183K – – –
ED
732
Exane Derivatives
France
$179K +$32K +102 +20%
TFM
733
TFC Financial Management
Massachusetts
$165K – – –
NFSG
734
Newbridge Financial Services Group
Florida
$162K +$41.1K +131 +32%
FF
735
FourThought Financial
Florida
$156K +$628 +2 +0.4%
DA
736
Denali Advisors
California
$149K +$157K +500 New
HA
737
Herold Advisors
New York
$148K +$157K +500 New
Parallax Volatility Advisers
738
Parallax Volatility Advisers
California
$147K +$155K +494 New
CTC
739
Central Trust Company
Missouri
$143K – – –
ACA
740
Atlas Capital Advisors
Wyoming
$139K +$7.22K +23 +5%
FMII
741
Farmers & Merchants Investments Inc
Nebraska
$137K +$22K +70 +18%
CI Investments Inc
742
CI Investments Inc
Ontario, Canada
$130K +$5.02K +16 +4%
TPCW
743
TD Private Client Wealth
New York
$130K +$27.9K +89 +26%
Jones Financial Companies
744
Jones Financial Companies
Missouri
$129K – – –
PCG
745
Private Capital Group
Connecticut
$127K – – –
CI
746
CX Institutional
Indiana
$127K +$9.73K +31 +8%
SCM
747
Silvant Capital Management
Georgia
$123K – – –
HFM
748
Hartford Financial Management
Connecticut
$122K – – –
HPC
749
HM Payson & Co
Maine
$118K +$11.3K +36 +10%
BCA
750
Berman Capital Advisors
Georgia
$114K +$2.2K +7 +2%