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Name Holding Trade Value Shares
Change
Change in
Stake
APC
1026
Aspire Private Capital
North Carolina
$23K +$5.1K +29 +29%
GDP
1027
Great Diamond Partners
Maine
$22K +$22K +125 New
CB
1028
CNB Bank
Pennsylvania
$21K -$3.87K -22 -16%
Parallax Volatility Advisers
1029
Parallax Volatility Advisers
California
$21K +$20.6K +117 +3,900%
JFA
1030
JNBA Financial Advisors
Minnesota
$20K -$5.98K -34 -24%
EW
1031
Evoke Wealth
California
$19K +$1.23K +7 +7%
FFC
1032
First Financial Corp
Indiana
$18K -$10.6K -60 -38%
GWMIA
1033
Global Wealth Management Investment Advisory
Florida
$18K -$2.11K -12 -11%
EWM
1034
Endurance Wealth Management
Rhode Island
$18K – – –
SMG
1035
Spectrum Management Group
Indiana
$18K – – –
WPA
1036
West Paces Advisors
Georgia
$17.2K – – –
SLF
1037
Sun Life Financial
Ontario, Canada
$17K -$6.34K -36 -28%
EWP
1038
Engrave Wealth Partners
Texas
$17K +$17.6K +100 New
PA
1039
PSI Advisors
Florida
$17K +$17.6K +100 New
RFA
1040
Reilly Financial Advisors
California
$16K – – –
TL
1041
TrueWealth LLC
Georgia
$16K – – –
PGAM
1042
Princeton Global Asset Management
New Jersey
$16K +$15.5K +88 New
CCM
1043
Cribstone Capital Management
Maine
$14K -$11.4K -65 -45%
WAM
1044
Wolverine Asset Management
Illinois
$14K – – –
SL
1045
Savior LLC
Massachusetts
$14K +$14.1K +80 New
WAS
1046
Winch Advisory Services
Wisconsin
$13K +$176 +1 +1%
AIC
1047
Ameritas Investment Company
Nebraska
$10K -$181K -1,030 -95%
TIM
1048
Tortoise Investment Management
New York
$9K – – –
CCM
1049
Copeland Capital Management
Pennsylvania
$9K +$704 +4 +9%
DSC
1050
Duncker Streett & Co
Missouri
$9K +$8.8K +50 New