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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
576
Red Door Wealth Management
Tennessee
$118K +$127K +532 New
JCM
577
Jacobi Capital Management
Pennsylvania
$115K +$10.5K +44 +9%
PGWM
578
Parisi Gray Wealth Management
New Jersey
$115K +$123K +514 New
ADL
579
Asset Dedication LLC
California
$113K – – –
GWM
580
Geneos Wealth Management
Colorado
$108K -$42.1K -176 -27%
PMAS
581
PNC Managed Account Solutions
Texas
$106K +$114K +475 New
AF
582
Advisornet Financial
Minnesota
$103K +$479 +2 +0.4%
CCC
583
Crescent Capital Consulting
Louisiana
$97K – – –
AIL
584
AGF Investments LLC
Ontario, Canada
$97K +$104K +433 New
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$94K +$92.9K +388 +1,252%
PCG
586
Private Capital Group
Connecticut
$93K +$5.27K +22 +6%
DMBA
587
Deseret Mutual Benefit Administrators
Utah
$92K +$98.1K +410 New
ED
588
Exane Derivatives
France
$91.9K -$39.5K -165 -29%
FPS
589
Fieldpoint Private Securities
Connecticut
$91K +$8.86K +37 +10%
MUMSS
590
Mitsubishi UFJ Morgan Stanley Securities
Japan
$78K +$83.8K +350 New
CFD
591
Creative Financial Designs
Indiana
$76K – – –
SFSIG
592
San Francisco Sentry Investment Group
California
$75K +$80.2K +335 New
CT
593
Caldwell Trust
Florida
$74.4K – – –
TIM
594
Tortoise Investment Management
New York
$74K – – –
IA
595
IFP Advisors
Florida
$71K -$70.1K -293 -48%
ATC
596
Adirondack Trust Company
New York
$69K – – –
JGIA
597
Jackson Grant Investment Advisers
Connecticut
$68K – – –
PA
598
Parallel Advisors
California
$64K +$7.42K +31 +12%
FCB
599
First Command Bank
Texas
$63K +$35.7K +149 +113%
FCFS
600
First Command Financial Services
Texas
$63K +$35.7K +149 +113%