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Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
1001
Allworth Financial
California
$87K +$46.1K +1,283 +112%
DC
1002
DeDora Capital
California
$85K +$85.5K +2,377 New
HCP
1003
Hexagon Capital Partners
Arkansas
$83K +$29.6K +822 +55%
HDIM
1004
Hanson & Doremus Investment Management
Vermont
$79K +$7.41K +206 +10%
AIM
1005
Anchor Investment Management
South Carolina
$78.4K -$11.6K -323 -13%
VNA
1006
Valley National Advisers
Pennsylvania
$76K – – –
AWM
1007
Accel Wealth Management
Iowa
$72K +$11.1K +310 +18%
JEST
1008
JTC Employer Solutions Trustee
Jersey
$71K – – –
Simon Quick Advisors
1009
Simon Quick Advisors
New Jersey
$66K +$18.4K +512 +38%
TFGT
1010
TS Financial Group (TSFG)
Illinois
$65K -$16.4K -456 -20%
WAM
1011
Worth Asset Management
Texas
$65K +$99.7K +2,774 New
DMBA
1012
Deseret Mutual Benefit Administrators
Utah
$63K +$1.47K +41 +2%
Partners Capital Investment Group
1013
Partners Capital Investment Group
Massachusetts
$57K -$20.5M -571,073 -100%
PCG
1014
Private Capital Group
Connecticut
$54K -$3.38K -94 -6%
TCM
1015
Tradewinds Capital Management
Washington
$54K – – –
TSWM
1016
Tyler-Stone Wealth Management
Ohio
$54K +$24.1K +670 +79%
NIC
1017
Northwest Investment Counselors
Oregon
$53K – – –
HA
1018
Herold Advisors
New York
$48.2K +$48.5K +1,350 New
FWM
1019
Focused Wealth Management
New York
$47K -$170K -4,738 -78%
Gradient Investments
1020
Gradient Investments
Minnesota
$46K -$5.29K -147 -10%
FAG
1021
Fortitude Advisory Group
Washington
$46K – – –
HWMA
1022
Heritage Wealth Management (Arizona)
Arizona
$46K +$46.3K +1,288 New
RTC
1023
Riverview Trust Company
Washington
$45K +$45.6K +1,267 New
EverSource Wealth Advisors
1024
EverSource Wealth Advisors
Alabama
$44K +$5.36K +149 +14%
Fifth Third Bancorp
1025
Fifth Third Bancorp
Ohio
$43K +$8.99K +250 +26%