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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
676
FORA Capital
Florida
$119K +$118K +883 New
SWM
677
Spire Wealth Management
Virginia
$118K -$134K -1,001 -53%
RE
678
RBC Europe
United Kingdom
$117K – – –
FI
679
FormulaFolio Investments
Michigan
$115K – – –
CCM
680
Covington Capital Management
California
$114K – – –
CAL
681
Capital Analysts LLC
Pennsylvania
$112K -$22.4K -167 -17%
SCA
682
Stonebridge Capital Advisors
Minnesota
$112K +$6.83K +51 +7%
BEI
683
Benjamin Edwards Inc
Missouri
$112K +$7.5K +56 +7%
IA
684
IFP Advisors
Florida
$107K +$6.57K +49 +7%
CTC
685
Central Trust Company
Missouri
$106K +$23.6K +176 +29%
ACM
686
AUA Capital Management
Pennsylvania
$104K – – –
KFP
687
KB Financial Partners
New Jersey
$102K -$7.64K -57 -7%
CI
688
CX Institutional
Indiana
$91K +$23.6K +176 +35%
CFG
689
CKW Financial Group
Hawaii
$89K -$13.4K -100 -13%
PB
690
Pinnacle Bancorp
Nebraska
$89K +$62.7K +468 +244%
PCG
691
Private Capital Group
Connecticut
$87K +$6.83K +51 +9%
APA
692
American Portfolios Advisors
New York
$80.7K +$26.9K +201 +51%
OSAM
693
O'Shaughnessy Asset Management
Connecticut
$77K – – –
PGWM
694
Parisi Gray Wealth Management
New Jersey
$74K +$73.4K +548 New
NFG
695
Next Financial Group
Texas
$70K -$804 -6 -1%
BHWM
696
Bay Harbor Wealth Management
Maryland
$65K +$268 +2 +0.4%
CFO
697
CVA Family Office
Colorado
$62K +$11.7K +87 +23%
CCA
698
Column Capital Advisors
Indiana
$61K – – –
BCM
699
Bourgeon Capital Management
Connecticut
$59K +$268 +2 +0.5%
CFA
700
Carroll Financial Associates
North Carolina
$57K -$938 -7 -2%
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