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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
301
Delta Asset Management
Tennessee
$32K
HWA
302
Heritage Wealth Advisors
Virginia
$30.5K +$8.54K +150 +46%
FPS
303
Fieldpoint Private Securities
Connecticut
$29K
JGIA
304
Jackson Grant Investment Advisers
Connecticut
$29K +$25.3K +445 New
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$27K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
306
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26K +$23.4K +412 New
HFM
307
Harvest Fund Management
China
$23K
QCG
308
Quadrant Capital Group
Ohio
$23K +$341 +6 +2%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$22K -$14.7K -259 -43%
PCM
310
Peregrine Capital Management
Minnesota
$22K
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$21K +$4.21K +74 +29%
EI
312
Ellevest Inc
New York
$21K +$18.3K +321 New
PA
313
Parallel Advisors
California
$20K +$512 +9 +3%
MSFP
314
Mark Sheptoff Financial Planning
Connecticut
$19K +$17.1K +300 New
CA
315
Clearstead Advisors
Ohio
$19K +$17.2K +302 New
AIG
316
American International Group
New York
$18.6K +$1.04M +18,292 +7%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$18K -$1.71K -30 -10%
BCA
318
Berman Capital Advisors
Georgia
$18K
Schroder Investment Management Group
319
Schroder Investment Management Group
United Kingdom
$18K +$15.9K +279 New
ST
320
Smithfield Trust
Pennsylvania
$17K -$8.25K -145 -36%
AFS
321
Annapolis Financial Services
Maryland
$17K
CAM
322
CenterStar Asset Management
Illinois
$16K
GAM
323
Gemmer Asset Management
California
$15K
GRP
324
Global Retirement Partners
California
$14K -$1.37K -24 -10%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$13K +$11.4K +200 New