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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
326
TFO Wealth Partners
Ohio
$70K +$71.4K +250 New
AL
327
ADE LLC
Maryland
$65K – – –
FF
328
FourThought Financial
Florida
$65K – – –
CAL
329
Capital Analysts LLC
Pennsylvania
$65K +$66.3K +232 New
CWC
330
Carolinas Wealth Consulting
North Carolina
$62K +$7.71K +27 +14%
JIR
331
James Investment Research
Ohio
$55K +$56.5K +198 New
RE
332
RBC Europe
United Kingdom
$50.5K – – –
PA
333
Parallel Advisors
California
$47K +$16.3K +57 +52%
CLOS
334
Compagnie Lombard Odier SCmA
Switzerland
$42K – – –
HPC
335
HM Payson & Co
Maine
$42K – – –
HIIFS
336
Harel Insurance Investments & Financial Services
Israel
$42K +$42.8K +150 New
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$40K +$41.4K +145 New
GA
338
GoalVest Advisory
New York
$38K – – –
ATC
339
Adirondack Trust Company
New York
$36K +$4.28K +15 +13%
JGIA
340
Jackson Grant Investment Advisers
Connecticut
$35K – – –
PCIA
341
Prime Capital Investment Advisors
Kansas
$35K +$27.1K +95 +306%
WWMSC
342
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$32.8K +115 New
APA
343
American Portfolios Advisors
New York
$31.6K -$4.57K -16 -12%
BBHC
344
Brown Brothers Harriman & Co
New York
$30K +$30.8K +108 New
RG
345
Retirement Group
California
$29K -$7.71K -27 -20%
HIA
346
Harbor Investment Advisory
Maryland
$28K – – –
HNB
347
Huntington National Bank
Ohio
$28K – – –
MF
348
Manchester Financial
California
$28K – – –
OIA
349
Optimum Investment Advisors
Illinois
$28K – – –
SIM
350
Sonora Investment Management
Arizona
$28K – – –
12 13
14
15 16