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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$133K +$138K +4,040 New
MSFP
352
Mark Sheptoff Financial Planning
Connecticut
$113K -$10.2K -300 -8%
CFG
353
CKW Financial Group
Hawaii
$104K +$108K +3,172 New
WFA
354
Wipfli Financial Advisors
Wisconsin
$104K +$108K +3,173 New
WBC
355
West Branch Capital
Massachusetts
$99K
KTC
356
Kistler-Tiffany Companies
Pennsylvania
$90K +$2.9K +85 +3%
AWM
357
Abound Wealth Management
Tennessee
$89.9K +$93.2K +2,733 New
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$89K -$33.1K -972 -26%
BTI
359
Blue Trust Inc
Georgia
$87K +$81.7K +2,397 +240%
WT
360
Whittier Trust
California
$83K
GWS
361
Glassman Wealth Services
Virginia
$80K +$6.68K +196 +9%
GWSG
362
GPS Wealth Strategies Group
Colorado
$80K +$10.2K +300 +14%
CCM
363
Covington Capital Management
California
$76K +$8.52K +250 +12%
GWM
364
Geneos Wealth Management
Colorado
$73K -$49K -1,437 -39%
CP
365
Castleview Partners
Texas
$70K +$65.5K +1,923 +894%
LFG
366
Larson Financial Group
Missouri
$67K +$9.37K +275 +16%
CTC
367
Central Trust Company
Missouri
$63K +$511 +15 +0.8%
PA
368
Parallel Advisors
California
$60K +$9.99K +293 +19%
PGAM
369
Princeton Global Asset Management
New Jersey
$58K +$59.6K +1,750 New
HGERS
370
Householder Group Estate & Retirement Specialist
Arizona
$58K +$60.7K +1,781 New
CFD
371
Creative Financial Designs
Indiana
$57K -$5.11K -150 -8%
TWP
372
TFO Wealth Partners
Ohio
$55K
LC
373
Lindbrook Capital
California
$49K +$11.8K +346 +30%
FMP
374
Financial Management Professionals
Texas
$49K +$20.5K +600 +67%
MW
375
Milestone Wealth
New York
$46K