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Axcelis

Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
301
Indiana Trust & Investment Management
Indiana
$14.9K – – –
AssetMark Inc
302
AssetMark Inc
California
$13.5K +$886 +10 +7%
MAI Capital Management
303
MAI Capital Management
Ohio
$13.2K +$4.78K +54 +61%
KA
304
Kozak & Associates
Colorado
$11.8K – – –
RS
305
Rakuten Securities
Japan
$10.8K -$2.21K -25 -18%
RFP
306
Root Financial Partners
California
$10.6K +$2.39K +27 +31%
SIS
307
Sound Income Strategies
Florida
$10.5K +$89 +1 +0.9%
SWM
308
SHP Wealth Management
Massachusetts
$9.77K – – –
PP
309
Paladin Partners
Wisconsin
$9.31K – – –
PWMA
310
Pension & Wealth Management Advisors
Massachusetts
$8.84K – – –
FDW
311
Fourth Dimension Wealth
Ohio
$8.56K – – –
RIL
312
Rothschild Investment LLC
Illinois
$8.01K +$974 +11 +15%
Pacer Advisors
313
Pacer Advisors
Pennsylvania
$7K -$313K -3,537 -98%
Smithfield Trust
314
Smithfield Trust
Pennsylvania
$7K – – –
CoreCap Advisors
315
CoreCap Advisors
Michigan
$6.89K -$6.82K -77 -51%
FPF
316
First Pacific Financial
Washington
$6.79K +$1.86K +21 +40%
PWMG
317
Private Wealth Management Group
New Jersey
$6.61K – – –
JSAM
318
J. Safra Asset Management
New York
$6.33K +$6.02K +68 New
GIM
319
Groesbeck Investment Management
New Jersey
$6K – – –
IFP Advisors
320
IFP Advisors
Florida
$5.96K +$1.77K +20 +45%
KFI
321
Key Financial Inc
Pennsylvania
$5.58K – – –
CWA
322
Carolina Wealth Advisors
South Carolina
$5.31K – – –
Barrow, Hanley, Mewhinney & Strauss
323
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.31K +$5.05K +57 New
KG
324
Kilter Group
New York
$5.03K -$354 -4 -7%
BWA
325
Basecamp Wealth Advisors
Washington
$5.03K – – –