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Name Holding Trade Value Shares
Change
Change in
Stake
ODG
676
O'Dell Group
Ohio
$124K -$28.3K -75 -16%
AIM
677
Anchor Investment Management
South Carolina
$121K +$145K +385 New
ADL
678
Asset Dedication LLC
California
$120K +$43K +114 +42%
BBHC
679
Brown Brothers Harriman & Co
New York
$118K – – –
SSB
680
Sandy Spring Bank
Maryland
$116K -$26.4K -70 -16%
QCG
681
Quadrant Capital Group
Ohio
$116K +$7.16K +19 +5%
IA
682
IFP Advisors
Florida
$115K -$75K -199 -36%
S
683
Seeyond
France
$111K -$1.13K -3 -0.8%
GI
684
GS Investments
Minnesota
$108K -$58.4K -155 -31%
GWM
685
Geneos Wealth Management
Colorado
$104K -$104K -277 -45%
BCA
686
Berman Capital Advisors
Georgia
$103K -$2.26K -6 -2%
GRP
687
Global Retirement Partners
California
$100K – – –
SC
688
Solstein Capital
California
$95K -$1.11M -2,946 -91%
BMD
689
Better Money Decisions
New Mexico
$94K – – –
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$91K – – –
GAAM
691
Guinness Atkinson Asset Management
California
$81K – – –
ACM
692
Adalta Capital Management
New York
$78K – – –
HNB
693
Huntington National Bank
Ohio
$77K -$14.3K -38 -13%
WT
694
Whittier Trust
California
$76K – – –
BEI
695
Benjamin Edwards Inc
Missouri
$73K -$1.13K -3 -1%
GWS
696
Glassman Wealth Services
Virginia
$71K +$1.51K +4 +2%
OC
697
Oakworth Capital
Alabama
$71K +$84.8K +225 New
CA
698
Clearstead Advisors
Ohio
$70K -$12.1K -32 -13%
HFM
699
Hartford Financial Management
Connecticut
$69K – – –
SBL
700
Sargent Bickham Lagudis
Colorado
$68K – – –