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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
601
Walled Lake Planning & Wealth Management
Illinois
$55K – – –
CI
602
CX Institutional
Indiana
$54K +$24.9K +167 +104%
HNB
603
Huntington National Bank
Ohio
$52K +$27.8K +186 +148%
OIA
604
Optimum Investment Advisors
Illinois
$50K – – –
Parallax Volatility Advisers
605
Parallax Volatility Advisers
California
$49K +$44K +295 New
LAS
606
Lloyd Advisory Services
Georgia
$48K -$1.34K -9 -3%
FHC
607
First Horizon Corporation
Tennessee
$42K -$31.8K -213 -45%
WT
608
Whittier Trust
California
$42K +$5.08K +34 +16%
SIA
609
SkyView Investment Advisors
New Jersey
$41K +$27.9K +187 +322%
WTC
610
WhitTier Trust Company
Nevada
$39K – – –
BCA
611
Berman Capital Advisors
Georgia
$38K -$16.3K -109 -32%
RWB
612
RMR Wealth Builders
New Jersey
$38K -$1.79K -12 -5%
CIA
613
CSat Investment Advisory
Michigan
$38K -$1.19K -8 -3%
PO
614
Private Ocean
California
$37K – – –
PA
615
Parallel Advisors
California
$37K +$6.87K +46 +26%
NSIM
616
North Star Investment Management
Illinois
$36K – – –
BWP
617
Baldwin Wealth Partners
Massachusetts
$33K – – –
AssetMark Inc
618
AssetMark Inc
California
$32K +$4.18K +28 +17%
BFEC
619
Benjamin F. Edwards & Company
Missouri
$30K – – –
CFN
620
Cordasco Financial Network
Florida
$30K – – –
FCA
621
FinTrust Capital Advisors
South Carolina
$28K -$7.76K -52 -24%
FFC
622
First Financial Corp
Indiana
$27K – – –
PB
623
Pinnacle Bancorp
Nebraska
$26K – – –
NIC
624
Northwest Investment Counselors
Oregon
$25K +$23K +154 New
TCWM
625
Total Clarity Wealth Management
Illinois
$24K +$21.9K +147 New