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Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$22K +$20.6K +2,990 New
CIP
302
Convergence Investment Partners
Florida
$21K +$19.6K +2,855 New
RCAG
303
Rehmann Capital Advisory Group
Michigan
$21K +$19.8K +2,881 New
AWM
304
Aevitas Wealth Management
Massachusetts
$15K
AssetMark Inc
305
AssetMark Inc
California
$14K
LIA
306
LS Investment Advisors
Michigan
$13K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$13K
CLM
308
ClearBridge LLC (Maryland)
Maryland
$13K +$2.3K +335 +22%
GI
309
Gradient Investments
Minnesota
$12K
YWP
310
YorkBridge Wealth Partners
New York
$10K
PCG
311
Private Capital Group
Connecticut
$10K +$2.02K +293 +26%
WEC
312
Winslow Evans & Crocker
Massachusetts
$9.09K
ATC
313
Adirondack Trust Company
New York
$9K
CFA
314
Carroll Financial Associates
North Carolina
$8K
PMFA
315
Plante Moran Financial Advisors
Michigan
$8K +$7.82K +1,137 New
CAW
316
Cornerstone Advisors (Washington)
Washington
$6K +$3.91K +569 +259%
ML
317
McAdam LLC
Pennsylvania
$6K +$6.05K +880 New
RE
318
RBC Europe
United Kingdom
$5.74K
GWM
319
Geneos Wealth Management
Colorado
$5K
JWA
320
JFS Wealth Advisors
Pennsylvania
$5K
VFA
321
Valeo Financial Advisors
Indiana
$4K
GAM
322
Gemmer Asset Management
California
$4K +$3.78K +550 New
AIM
323
Anchor Investment Management
South Carolina
$3.63K
RFC
324
Regions Financial Corp
Alabama
$3K -$48K -6,980 -94%
CHC
325
City Holding Co
West Virginia
$3K