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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
$21K
MAM
302
Meeder Asset Management
Ohio
$21K +$22.4K +291 New
ER
303
Enlightenment Research
Florida
$21K +$23.1K +300 New
ADL
304
Asset Dedication LLC
California
$20K
PCP
305
Proficio Capital Partners
Massachusetts
$18K -$154 -2 -0.8%
MA
306
MCF Advisors
Kentucky
$17K
PA
307
Parallel Advisors
California
$17K
SIAS
308
Shine Investment Advisory Services
Colorado
$17K
FCB
309
First Command Bank
Texas
$17K +$18.5K +240 New
FCFS
310
First Command Financial Services
Texas
$17K +$18.5K +240 New
IBOK
311
Independence Bank of Kentucky
Kentucky
$16K -$65.6K -850 -79%
Acadian Asset Management
312
Acadian Asset Management
Massachusetts
$16K
JA
313
JOYN Advisors
Georgia
$15K +$12K +156 +300%
TIM
314
Tortoise Investment Management
New York
$14K +$15.4K +200 New
TWMP
315
Taylor Wealth Management Partners
Massachusetts
$11K
BOPW
316
Brandywine Oak Private Wealth
Pennsylvania
$11K +$12.9K +167 New
GAM
317
Gemmer Asset Management
California
$9K
ASN
318
Advisory Services Network
Georgia
$8K
AA
319
AlphaMark Advisors
Kentucky
$8K
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$8K +$1.16K +15 +15%
CAM
321
Cresset Asset Management
Illinois
$8K +$9.1K +118 New
GEA
322
Glen Eagle Advisors
New Jersey
$7.1K
QCG
323
Quadrant Capital Group
Ohio
$7K
CFA
324
Carroll Financial Associates
North Carolina
$6K
EARNEST Partners
325
EARNEST Partners
Georgia
$6K