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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
576
Cedar Brook Financial Partners
Ohio
$241K – – –
Cetera Investment Advisers
577
Cetera Investment Advisers
Illinois
$240K +$3.62K +51 +2%
GAM
578
Gotham Asset Management
New York
$238K -$181K -2,557 -44%
Lido Advisors
579
Lido Advisors
California
$238K +$229K +3,222 New
FAIM
580
Financial Advocates Investment Management
Washington
$236K -$3.41K -48 -1%
BA
581
Boston Advisors
Massachusetts
$236K – – –
DWT
582
Dorsey & Whitney Trust
South Dakota
$233K +$226K +3,183 New
TA
583
TFG Advisers
Michigan
$231K +$1.84K +26 +0.8%
TW
584
TrinityPoint Wealth
Connecticut
$228K +$259K +3,653 New
MIFH
585
Migdal Insurance & Financial Holdings
Israel
$227K +$40K +563 +22%
WKWM
586
Walter & Keenan Wealth Management
Indiana
$222K +$215K +3,034 New
FHA
587
Flagship Harbor Advisors
Massachusetts
$219K +$71 +1 +0%
JIP
588
Jaffetilchin Investment Partners
Florida
$218K -$14.3K -201 -6%
PWPS
589
Pinnacle Wealth Planning Services
Ohio
$217K +$211K +2,977 New
HW
590
Hancock Whitney
Mississippi
$216K -$11.1K -156 -5%
JIC
591
Johnson Investment Counsel
Ohio
$216K +$208K +2,932 New
BCM
592
BTR Capital Management
California
$215K – – –
AG
593
Algert Global
California
$215K +$209K +2,944 New
SC
594
Scotia Capital
Ontario, Canada
$213K -$18.4K -259 -8%
SCM
595
Shelton Capital Management
Colorado
$212K +$206K +2,904 New
AI
596
Atom Investors
Texas
$209K -$670K -9,433 -77%
CTC
597
Central Trust Company
Missouri
$209K -$21.6K -305 -10%
GC
598
Gilbert & Cook
Iowa
$209K +$203K +2,867 New
PWA
599
Physician Wealth Advisors
Utah
$209K +$257K +3,625 New
AF
600
Advisornet Financial
Minnesota
$205K +$19.5K +275 +11%