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Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
751
Credit Agricole
France
$174K +$31.2K +450 +33%
CI
752
CX Institutional
Indiana
$156K -$69.4K -1,000 -38%
FA
753
Fortis Advisors
Pennsylvania
$142K
HFM
754
Hartford Financial Management
Connecticut
$142K
RFA
755
Reilly Financial Advisors
California
$139K -$81.9K -1,180 -45%
TWA
756
TCI Wealth Advisors
Arizona
$136K -$35.4K -510 -26%
TIM
757
Tortoise Investment Management
New York
$133K
AIM
758
Acropolis Investment Management
Missouri
$133K +$97.2K +1,400 New
PMFA
759
Plante Moran Financial Advisors
Michigan
$128K +$42.3K +610 +82%
BL
760
Balentine LLC
Georgia
$128K +$93.7K +1,350 New
RWA
761
Ropes Wealth Advisors
Massachusetts
$124K
TFA
762
Toth Financial Advisory
Virginia
$119K +$69.4K +1,000 +400%
GWS
763
Glassman Wealth Services
Virginia
$119K +$86.8K +1,250 New
CFA
764
Carroll Financial Associates
North Carolina
$118K -$10.4K -150 -11%
OSNBOA
765
Old Second National Bank of Aurora
Illinois
$117K -$18.7K -270 -18%
BFC
766
Bedel Financial Consulting
Indiana
$110K
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$108K +$4.17K +60 +6%
QCG
768
Quadrant Capital Group
Ohio
$106K +$77.7K +1,120 New
NSIM
769
North Star Investment Management
Illinois
$104K
CA
770
Clearstead Advisors
Ohio
$101K
PIMG
771
Patriot Investment Management Group
Tennessee
$97.8K +$71.5K +1,030 New
ADL
772
Asset Dedication LLC
California
$95K -$13.9K -200 -17%
CB
773
CNB Bank
Pennsylvania
$95K -$694 -10 -1%
TCOV
774
Trust Company of Vermont
Vermont
$95K
PWP
775
Principle Wealth Partners
Connecticut
$95K +$69.4K +1,000 New