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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$1.67K +$2.2K +38 New
FGA
227
Fortis Group Advisors
New Jersey
$1.37K
MCM
228
MAI Capital Management
Ohio
$1.23K -$983 -17 -38%
MSWA
229
Marshall & Sterling Wealth Advisors
New York
$1.01K
BTI
230
Blue Trust Inc
Georgia
$969
IBOK
231
Independence Bank of Kentucky
Kentucky
$881 +$1.16K +20 New
SGK
232
Steigerwald Gordon & Koch
Virginia
$881 +$1.16K +20 New
TIM
233
Tortoise Investment Management
New York
$881 +$1.16K +20 New
NS
234
NBC Securities
Alabama
$837 -$14.4K -250 -93%
VCM
235
Versant Capital Management
Arizona
$705
EP
236
Essential Partners
California
$661 +$116 +2 +15%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$617 +$809 +14 New
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$441
PFBT
239
Parkside Financial Bank & Trust
Missouri
$441
FC
240
Financial Consulate
Maryland
$441 +$578 +10 New
PS
241
Principal Securities
Iowa
$352
SS
242
SBI Securities
Japan
$352 +$289 +5 +167%
HNB
243
Huntington National Bank
Ohio
$283
CT
244
Clearstead Trust
Maine
$265
BIA
245
Bell Investment Advisors
California
$221
PWAM
246
Private Wealth Asset Management
Iowa
$176
SWP
247
Strategic Wealth Partners
Ohio
$176 +$231 +4 New
SIC
248
SJS Investment Consulting
Ohio
$89
DWM
249
Dogwood Wealth Management
Kansas
$88 +$116 +2 New
EARNEST Partners
250
EARNEST Partners
Georgia
-$74.5M -1,219,507 Closed