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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
801
Global Retirement Partners
California
$184K -$29.8K -236 -13%
AA
802
Addison Advisors
Vermont
$169K -$4.05K -32 -2%
CBT
803
Crews Bank & Trust
Florida
$168K +$183K +1,449 New
SI
804
Sava Infond
Slovenia
$162K +$177K +1,400 New
FFA
805
Farther Finance Advisors
California
$160K -$4.3K -34 -2%
AF
806
Allworth Financial
California
$156K +$18K +142 +12%
AIM
807
Anchor Investment Management
South Carolina
$155K
LSA
808
Leonteq Securities AG
Switzerland
$149K +$24K +190 +17%
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$147K
MG
810
Mather Group
Illinois
$140K -$1.9K -15 -1%
FDCP
811
Foster Dykema Cabot & Partners
Massachusetts
$129K
ST
812
Smithfield Trust
Pennsylvania
$128K
AF
813
Advisornet Financial
Minnesota
$128K -$9.36K -74 -6%
TFM
814
TFC Financial Management
Massachusetts
$125K -$3.16K -25 -2%
C
815
Covestor
United Kingdom
$122K +$46.8K +370 +55%
TCM
816
Tradewinds Capital Management
Washington
$116K
FWM
817
FSA Wealth Management
Massachusetts
$113K +$253 +2 +0.2%
SSB
818
Sandy Spring Bank
Maryland
$112K +$4.05K +32 +3%
BBHC
819
Brown Brothers Harriman & Co
New York
$105K -$8.85K -70 -7%
CYG
820
Clean Yield Group
Vermont
$105K
PWA
821
Provenance Wealth Advisors
Florida
$104K
SIM
822
Sentry Investment Management
Wisconsin
$104K -$18.3K -145 -14%
CCA
823
Catalyst Capital Advisors
New York
$94.9K +$60.6K +479 +141%
SN
824
Sittner & Nelson
Oregon
$92.8K
CLOS
825
Compagnie Lombard Odier SCmA
Switzerland
$90.7K +$253 +2 +0.3%