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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
TCI Wealth Advisors
301
TCI Wealth Advisors
Arizona
$16K +$2.32K +13 +17%
CPFP
302
Clear Perspectives Financial Planning
Ohio
$11K – – –
Gradient Investments
303
Gradient Investments
Minnesota
$11K – – –
Quadrant Capital Group
304
Quadrant Capital Group
Ohio
$9K -$4.1K -23 -31%
GWSG
305
GPS Wealth Strategies Group
Colorado
$9K – – –
JWM
306
Janiczek Wealth Management
Colorado
$9K – – –
Smithfield Trust
307
Smithfield Trust
Pennsylvania
$9K – – –
BCV
308
Banque Cantonale Vaudoise
Switzerland
$8K – – –
CCM
309
Cribstone Capital Management
Maine
$8K – – –
First Horizon Advisors
310
First Horizon Advisors
Tennessee
$7K -$3.21K -18 -31%
DAM
311
Delta Asset Management
Tennessee
$7K – – –
IFP Advisors
312
IFP Advisors
Florida
$7K – – –
SC
313
Solstein Capital
California
$7K – – –
TD Waterhouse Canada
314
TD Waterhouse Canada
Ontario, Canada
$6.38K +$5K +28 New
Benjamin F. Edwards & Company
315
Benjamin F. Edwards & Company
Missouri
$6K – – –
ACM
316
AUA Capital Management
Pennsylvania
$6K +$178 +1 +3%
DFCM
317
Dark Forest Capital Management
Puerto Rico
$6K +$6.25K +35 New
CA
318
Crewe Advisors
Utah
$5K – – –
HR
319
Howe & Rusling
New York
$5K – – –
Spire Wealth Management
320
Spire Wealth Management
Virginia
$5K +$2.68K +15 +100%
BIA
321
Bell Investment Advisors
California
$3K – – –
SCA
322
Stonebridge Capital Advisors
Minnesota
$3K – – –
AA
323
AlphaMark Advisors
Kentucky
$3K +$714 +4 +33%
HIA
324
Harbor Investment Advisory
Maryland
$3K +$3.39K +19 New
Harbour Investments
325
Harbour Investments
Wisconsin
$2K -$13K -73 -85%