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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
276
Accurate Investment Solutions
Pennsylvania
$9K +$9.67K +262 New
SF
277
Synovus Financial
Georgia
$9K +$9.79K +265 New
BCWM
278
Bartlett & Co Wealth Management
Ohio
$8.05K +$8.35K +226 New
BC
279
Bartlett & Co
Ohio
$8K – – –
MSFP
280
Mark Sheptoff Financial Planning
Connecticut
$7K -$22.2K -600 -75%
PCP
281
Proficio Capital Partners
Massachusetts
$7K -$7.57K -205 -52%
QCG
282
Quadrant Capital Group
Ohio
$7K – – –
IWM
283
IHT Wealth Management
Illinois
$6K – – –
QI
284
QS Investors
New York
$6K – – –
S
285
SignatureFD
Georgia
$6K +$6.24K +169 New
CIP
286
Convergence Investment Partners
Florida
$6K +$6.68K +181 New
EWM
287
Endurance Wealth Management
Rhode Island
$5K – – –
PGA
288
Premia Global Advisors
Florida
$5K – – –
ST
289
Smithfield Trust
Pennsylvania
$5K – – –
FHA
290
First Horizon Advisors
Tennessee
$5K +$1.25K +34 +26%
PMFA
291
Plante Moran Financial Advisors
Michigan
$5K +$5.24K +142 New
FWM
292
Focused Wealth Management
New York
$4K – – –
EARNEST Partners
293
EARNEST Partners
Georgia
$3K – – –
IA
294
IFP Advisors
Florida
$3K – – –
PO
295
Private Ocean
California
$3K +$849 +23 +37%
VFA
296
Valeo Financial Advisors
Indiana
$3K +$2.62K +71 New
JA
297
JOYN Advisors
Georgia
$3K +$2.92K +79 New
IIC
298
Integrated Investment Consultants
Michigan
$3K +$3.25K +88 New
EA
299
Edge Advisors
Georgia
$2K – – –
PA
300
Parallel Advisors
California
$2K – – –