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Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
501
Sumitomo Mitsui Financial Group
Japan
$78K +$67.1K +804 +804%
PMFA
502
Plante Moran Financial Advisors
Michigan
$72K
OIA
503
OneDigital Investment Advisors
Kansas
$69K +$65.9K +790 New
YWP
504
YorkBridge Wealth Partners
New York
$66K
CAL
505
Capital Analysts LLC
Pennsylvania
$64.7K
WAM
506
Wealthspire Advisors (Maryland)
Maryland
$63K +$28K +336 +88%
GLI
507
Guardian Life Insurance
New York
$53K -$36.7K -440 -42%
SSB
508
Sandy Spring Bank
Maryland
$53K
EMG
509
ETF Managers Group
New Jersey
$53K +$50.3K +603 New
PA
510
Parallel Advisors
California
$50K +$9.93K +119 +27%
HFM
511
Harvest Fund Management
China
$47K +$44.3K +531 New
BC
512
Barnett & Company
Tennessee
$35K -$18.8K -225 -36%
RFA
513
Reilly Financial Advisors
California
$35K
CAW
514
Cornerstone Advisors (Washington)
Washington
$33K
DSI
515
Daiwa SB Investments
Japan
$32K -$76K -910 -71%
FHA
516
First Horizon Advisors
Tennessee
$28K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$23K +$6.51K +78 +43%
CCM
518
Cribstone Capital Management
Maine
$20K -$1.42K -17 -7%
CHP
519
Cable Hill Partners
Oregon
$20K
BL
520
Balentine LLC
Georgia
$18K
SIAS
521
Shine Investment Advisory Services
Colorado
$18K +$17.4K +209 New
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$17K
HCM
523
Herndon Capital Management
Georgia
$16K -$12.2K -146 -44%
QCG
524
Quadrant Capital Group
Ohio
$15K
GRP
525
Global Retirement Partners
California
$15K +$918 +11 +7%