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Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Caldwell Trust
Florida
$46.1K – – –
TIM
477
Tortoise Investment Management
New York
$46K – – –
BC
478
Bartlett & Co
Ohio
$42K -$12.7K -100 -25%
BCWM
479
Bartlett & Co Wealth Management
Ohio
$41.6K -$12.7K -100 -25%
AWA
480
Artemis Wealth Advisors
New York
$41.6K – – –
WB
481
Webster Bank
Connecticut
$38K – – –
SIAS
482
Shine Investment Advisory Services
Colorado
$32K – – –
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K – – –
HIA
484
Harbor Investment Advisory
Maryland
$31K +$1.02K +8 +4%
IA
485
IFP Advisors
Florida
$31K +$13.6K +107 +86%
CFFP
486
Center for Financial Planning
Michigan
$29K -$7.12K -56 -21%
FNBOSM
487
First National Bank of South Miami
Florida
$28K – – –
OSNBOA
488
Old Second National Bank of Aurora
Illinois
$28K – – –
MRCM
489
M&R Capital Management
New Jersey
$27K – – –
Credit Agricole
490
Credit Agricole
France
$26K – – –
ED
491
Exane Derivatives
France
$24.9K – – –
FHA
492
First Horizon Advisors
Tennessee
$22K – – –
S
493
SignatureFD
Georgia
$20K -$1.4K -11 -7%
FRA
494
Front Row Advisors
California
$19K -$254 -2 -1%
QCG
495
Quadrant Capital Group
Ohio
$17K -$69.5K -547 -82%
HWA
496
HHM Wealth Advisors
Tennessee
$17K – – –
APA
497
American Portfolios Advisors
New York
$16.3K -$254 -2 -2%
VAIA
498
Virtus Alternative Investment Advisers
Connecticut
$15K -$12.5K -98 -48%
CAW
499
Cornerstone Advisors (Washington)
Washington
$14K -$5.08K -40 -28%
WT
500
Washington Trust
Rhode Island
$14K – – –