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Name Holding Trade Value Shares
Change
Change in
Stake
CT
701
Caldwell Trust
Florida
$95.9K – – –
APA
702
American Portfolios Advisors
New York
$95.2K -$967K -7,789 -91%
CBT
703
CoreFirst Bank & Trust
Kansas
$94K – – –
COCM
704
Charter Oak Capital Management
New Hampshire
$92K – – –
HWA
705
Heritage Wealth Advisors
Virginia
$85K – – –
KFI
706
Key Financial Inc
Pennsylvania
$84K – – –
SWM
707
Selective Wealth Management
Virginia
$84K – – –
AssetMark Inc
708
AssetMark Inc
California
$74K – – –
T
709
TOBAM
France
$74K – – –
NR
710
Newfound Research
Massachusetts
$73K +$75.2K +606 New
CLOS
711
Compagnie Lombard Odier SCmA
Switzerland
$72K – – –
PWMG
712
Prestige Wealth Management Group
New Jersey
$72K – – –
SC
713
SouthState Corp
Florida
$72K – – –
SIC
714
Salem Investment Counselors
North Carolina
$70K – – –
APP
715
Alpha Paradigm Partners
Illinois
$69K +$71.5K +576 New
KTC
716
Kistler-Tiffany Companies
Pennsylvania
$66K – – –
EWA
717
EverSource Wealth Advisors
Alabama
$66K +$68.3K +550 New
Simplex Trading
718
Simplex Trading
Illinois
$64K +$67.3K +542 New
GWS
719
Glassman Wealth Services
Virginia
$62K +$1.12K +9 +2%
BWA
720
BDO Wealth Advisors
Florida
$61K +$124 +1 +0.2%
CCC
721
Crescent Capital Consulting
Louisiana
$60K +$24.8K +200 +67%
TWC
722
TD Waterhouse Canada
Ontario, Canada
$54K +$56.7K +457 New
SSB
723
Sandy Spring Bank
Maryland
$53K – – –
TFS
724
TrustCore Financial Services
Tennessee
$51K – – –
AWM
725
Accel Wealth Management
Iowa
$51K +$124 +1 +0.2%