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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
401
Central Trust Company
Missouri
$95K +$24.2K +930 +44%
BBHC
402
Brown Brothers Harriman & Co
New York
$93K – – –
CIA
403
CSat Investment Advisory
Michigan
$91K +$79.1K +3,040 New
TL
404
TrueWealth LLC
Georgia
$90K – – –
LFG
405
Larson Financial Group
Missouri
$90K +$65.1K +2,500 +500%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$87K +$42.4K +1,630 +129%
TF
407
TimeScale Financial
Massachusetts
$87K +$75.2K +2,890 New
CLOS
408
Compagnie Lombard Odier SCmA
Switzerland
$83K – – –
HFM
409
Harvest Fund Management
China
$83K +$72.4K +2,780 New
ME
410
McIlrath & Eck
Washington
$81K – – –
RFA
411
Reilly Financial Advisors
California
$79K +$781 +30 +1%
SSB
412
Sandy Spring Bank
Maryland
$71K -$10.4K -400 -15%
Mitsubishi UFJ Asset Management
413
Mitsubishi UFJ Asset Management
Japan
$69K +$59.9K +2,300 New
TFGT
414
TS Financial Group (TSFG)
Illinois
$67K – – –
FVWA
415
Foster Victor Wealth Advisors
South Carolina
$64K +$52.1K +2,000 New
OIA
416
Optimum Investment Advisors
Illinois
$60K -$52.1K -2,000 -50%
MWC
417
MKD Wealth Coaches
Michigan
$60K – – –
VC
418
Vestor Capital
Illinois
$60K +$52.3K +2,010 New
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$58K – – –
VFA
420
Valeo Financial Advisors
Indiana
$57K +$14.1K +540 +39%
TWA
421
TCI Wealth Advisors
Arizona
$56K – – –
EWM
422
Executive Wealth Management
Michigan
$53K – – –
SIS
423
Sound Income Strategies
Florida
$49K – – –
FA
424
Fortis Advisors
Pennsylvania
$45K – – –
MSFP
425
Mark Sheptoff Financial Planning
Connecticut
$45K – – –