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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
501
Glassman Wealth Services
Virginia
$3K -$338 -21 -12%
MIM
502
Macroview Investment Management
Maryland
$3K
SFA
503
Semmax Financial Advisors
North Carolina
$3K
TCOV
504
Trust Company of Vermont
Vermont
$3K
EIP
505
Ellis Investment Partners
Pennsylvania
$3K +$3.24K +201 New
GEA
506
Glen Eagle Advisors
New Jersey
$2.45K +$2.42K +150 New
VFA
507
Valeo Financial Advisors
Indiana
$2K -$3.22K -200 -67%
CAGAS
508
Capital Advisory Group Advisory Services
Minnesota
$2K
CCM
509
Copeland Capital Management
Pennsylvania
$2K
PFSC
510
Peoples Financial Services Corp
Pennsylvania
$2K
JFA
511
JNBA Financial Advisors
Minnesota
$2K +$1.72K +107 New
BC
512
Barnett & Company
Tennessee
$2K +$1.98K +123 New
RIA
513
Realta Investment Advisors
Delaware
$2K +$2.17K +135 New
Fidelity International
514
Fidelity International
Bermuda
$1K -$532 -33 -30%
APW
515
Acima Private Wealth
Virginia
$1K
BWM
516
BerganKDV Wealth Management
Minnesota
$1K
VCM
517
Versant Capital Management
Arizona
$1K
AF
518
Allworth Financial
California
$1K +$16 +1 +2%
BWM
519
Baystate Wealth Management
Massachusetts
$1K +$16 +1 +1%
RIA
520
RPG Investment Advisory
California
$1K +$886 +55 New
PWP
521
Personal Wealth Partners
Minnesota
$1K +$1.22K +76 New
AIA
522
Arrow Investment Advisors
Maryland
$260 -$387 -24 -0.2%
PWAG
523
Polaris Wealth Advisory Group
California
-$24.2M -1,443,342 Closed
CCMG
524
Clark Capital Management Group
Pennsylvania
-$20M -1,193,629 Closed
USAA
525
United Services Automobile Association
Texas
-$17.6M -1,048,526 Closed