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Name Holding Trade Value Shares
Change
Change in
Stake
AA
651
Alta Advisers
United Kingdom
$122K
ETC
652
Exchange Traded Concepts
Oklahoma
$119K +$109K +487 New
PPC
653
Park Place Capital
Alabama
$111K
C
654
Covestor
United Kingdom
$111K -$8.27K -37 -8%
CH
655
Cromwell Holdings
Wyoming
$110K
PFPT
656
Pinnacle Financial Partners (Tennessee)
Tennessee
$110K
PFBT
657
Parkside Financial Bank & Trust
Missouri
$107K +$3.35K +15 +4%
M
658
Mirova
France
$106K
QL
659
Quarry LP
New York
$102K +$19.7K +88 +27%
ITIM
660
Indiana Trust & Investment Management
Indiana
$97.6K +$89.4K +400 New
EWA
661
EverSource Wealth Advisors
Alabama
$96.5K +$7.15K +32 +9%
GRP
662
Global Retirement Partners
California
$94.2K -$18.5K -83 -18%
PS
663
Principal Securities
Iowa
$86.2K +$9.61K +43 +14%
LFASL
664
Lugano Financial Advisors SA (LFA)
Switzerland
$84.7K +$7.82K +35 +11%
VWM
665
Venturi Wealth Management
Texas
$83.2K +$27.3K +122 +56%
CFGS
666
Concourse Financial Group Securities
Alabama
$79.6K +$6.7K +30 +10%
HIA
667
Harbor Investment Advisory
Maryland
$78.9K -$223 -1 -0.3%
WWM
668
Wolff Wiese Magana
California
$77.2K +$223 +1 +0.3%
FDCP
669
Foster Dykema Cabot & Partners
Massachusetts
$73.2K -$71.5K -320 -52%
CFFP
670
Center for Financial Planning
Michigan
$73.2K
TCOV
671
Trust Company of Vermont
Vermont
$71.5K +$2.9K +13 +5%
CA
672
Clearstead Advisors
Ohio
$70K -$63.9K -286 -50%
BBHC
673
Brown Brothers Harriman & Co
New York
$67.6K +$4.25K +19 +7%
TPCW
674
TD Private Client Wealth
New York
$67.4K +$7.15K +32 +13%
VCM
675
Versant Capital Management
Arizona
$67.4K +$21.2K +95 +52%