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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$17K – – –
TFS
427
TrustCore Financial Services
Tennessee
$17K – – –
WLPWM
428
Walled Lake Planning & Wealth Management
Illinois
$17K – – –
EIP
429
Ellis Investment Partners
Pennsylvania
$16K – – –
CWC
430
Carolinas Wealth Consulting
North Carolina
$15K -$16.4K -200 -50%
CCM
431
Covington Capital Management
California
$15K -$5.42K -66 -25%
FPS
432
Fieldpoint Private Securities
Connecticut
$15K – – –
SIM
433
Sonora Investment Management
Arizona
$15K – – –
SIS
434
Sound Income Strategies
Florida
$15K – – –
Credit Agricole
435
Credit Agricole
France
$15K +$16K +195 New
CPC
436
Consolidated Planning Corp
Georgia
$15K +$16.4K +200 New
GAM
437
Gemmer Asset Management
California
$14K – – –
HFM
438
Harvest Fund Management
China
$14K +$16.3K +198 New
JFGIW
439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K – – –
PO
440
Private Ocean
California
$12K +$4.35K +53 +53%
AFG
441
Albion Financial Group
Utah
$11K – – –
BWP
442
Baldwin Wealth Partners
Massachusetts
$11K – – –
EW
443
Evoke Wealth
California
$11K – – –
SFP
444
Sterling Financial Planning
New Jersey
$11K – – –
WFA
445
Wells Financial Advisors
Massachusetts
$11K – – –
IFAM
446
Institutional & Family Asset Management
Colorado
$11K +$4.52K +55 +61%
OCM
447
Orion Capital Management
California
$11K +$11.5K +140 New
WTC
448
WhitTier Trust Company
Nevada
$10K – – –
MIFH
449
Migdal Insurance & Financial Holdings
Israel
$10K +$10.4K +127 New
TFA
450
Toth Financial Advisory
Virginia
$10K +$20.5K +250 New