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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Sonora Investment Management
Arizona
$27K – – –
QCG
552
Quadrant Capital Group
Ohio
$26K – – –
GWM
553
Geneos Wealth Management
Colorado
$25K – – –
AS
554
Altshuler Shaham
Israel
$25K +$24.3K +280 New
RWA
555
Ropes Wealth Advisors
Massachusetts
$24K +$23.3K +268 New
RA
556
Rational Advisors
New York
$23K -$774K -8,917 -97%
EFSCE
557
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
CI
558
CX Institutional
Indiana
$22K +$7.2K +83 +53%
1NWS
559
1 North Wealth Services
Maryland
$22K +$21.4K +246 New
HNB
560
Huntington National Bank
Ohio
$21K +$8.07K +93 +66%
FRA
561
Front Row Advisors
California
$20K -$6.77K -78 -26%
BCA
562
Berman Capital Advisors
Georgia
$20K – – –
AIS
563
Accurate Investment Solutions
Pennsylvania
$20K +$19.4K +224 New
GSWM
564
Golden State Wealth Management
California
$18K – – –
PWMG
565
Prestige Wealth Management Group
New Jersey
$18K – – –
HIIFS
566
Harel Insurance Investments & Financial Services
Israel
$17K – – –
GWS
567
Glassman Wealth Services
Virginia
$16K -$955 -11 -6%
WB
568
Webster Bank
Connecticut
$16K – – –
BCI
569
Brinker Capital Investments
Pennsylvania
$16K +$14.9K +172 New
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K – – –
SSB
571
Sandy Spring Bank
Maryland
$13K – – –
TFO
572
Tarbox Family Office
California
$12K – – –
TCM
573
Tradewinds Capital Management
Washington
$12K – – –
SLF
574
Sun Life Financial
Ontario, Canada
$12K +$260 +3 +2%
GRP
575
Global Retirement Partners
California
$12K +$2.86K +33 +32%