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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Centerpoint Advisors
Massachusetts
$16K +$12.3K +151 +161%
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$15.2K -$7.39K -91 -28%
PS
228
Principal Securities
Iowa
$14.1K +$650 +8 +4%
VNA
229
Valley National Advisers
Pennsylvania
$14K +$812 +10 +5%
CIAS
230
CBIZ Investment Advisory Services
Ohio
$13.7K +$16.8K +207 New
EWA
231
EverSource Wealth Advisors
Alabama
$13.4K -$64.7K -797 -76%
MCM
232
Manchester Capital Management
Vermont
$13.2K
RTC
233
Riverview Trust Company
Washington
$13.1K +$16.1K +198 New
RA
234
Rise Advisors
New York
$12.5K +$15.3K +189 New
S
235
SignatureFD
Georgia
$12.4K +$2.27K +28 +18%
PCM
236
Peregrine Capital Management
Minnesota
$11.9K
Nomura Asset Management
237
Nomura Asset Management
Japan
$10.6K
BIA
238
Bell Investment Advisors
California
$10.3K -$2.03K -25 -14%
BTI
239
Blue Trust Inc
Georgia
$9.8K -$81.4K -1,003 -87%
QL
240
Quarry LP
New York
$9.47K +$812 +10 +8%
GWSG
241
GPS Wealth Strategies Group
Colorado
$9.14K +$6.98K +86 +165%
SIC
242
SJS Investment Consulting
Ohio
$8.74K
UB
243
UMB Bank
Missouri
$8.08K +$1.06K +13 +12%
NA
244
NewEdge Advisors
Louisiana
$8.02K +$3.41K +42 +53%
JWM
245
Janiczek Wealth Management
Colorado
$7.48K -$325 -4 -3%
PA
246
Parallel Advisors
California
$7.02K
OSNBOA
247
Old Second National Bank of Aurora
Illinois
$6.69K
AWM
248
AllSquare Wealth Management
New York
$6.62K +$8.12K +100 New
CFFP
249
Center for Financial Planning
Michigan
$6.62K +$8.12K +100 New
GJWM
250
Gilliland Jeter Wealth Management
Arkansas
$6.62K +$8.12K +100 New