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Concentrix

Name Holding Trade Value Shares
Change
Change in
Stake
UMB Bank
301
UMB Bank
Missouri
$23K – – –
FPS
302
Fieldpoint Private Securities
Connecticut
$23K +$9.5K +50 +57%
Advisors Asset Management
303
Advisors Asset Management
Colorado
$23K +$26.2K +138 New
CBT
304
CoreFirst Bank & Trust
Kansas
$21K – – –
SIC
305
SJS Investment Consulting
Ohio
$21K +$190 +1 +0.8%
ZB
306
Zions Bancorporation
Utah
$21K +$24.3K +128 New
Peregrine Capital Management
307
Peregrine Capital Management
Minnesota
$20K – – –
Parallel Advisors
308
Parallel Advisors
California
$19K – – –
PCG
309
Private Capital Group
Connecticut
$17K – – –
Global Retirement Partners
310
Global Retirement Partners
California
$17K +$22.4K +118 New
Huntington National Bank
311
Huntington National Bank
Ohio
$16K -$6.65K -35 -27%
HS
312
Horan Securities
United States
$16K – – –
C
313
Covestor
United Kingdom
$13K +$13.5K +71 +1,775%
CPFP
314
Clear Perspectives Financial Planning
Ohio
$10K – – –
Gradient Investments
315
Gradient Investments
Minnesota
$10K – – –
MCF Advisors
316
MCF Advisors
Kentucky
$10K +$11.6K +61 New
GWSG
317
GPS Wealth Strategies Group
Colorado
$9K – – –
JWM
318
Janiczek Wealth Management
Colorado
$9K – – –
Smithfield Trust
319
Smithfield Trust
Pennsylvania
$9K – – –
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$8K -$42.2K -222 -82%
Quadrant Capital Group
321
Quadrant Capital Group
Ohio
$8K – – –
BCV
322
Banque Cantonale Vaudoise
Switzerland
$7K – – –
CCM
323
Cribstone Capital Management
Maine
$7K – – –
RDIA
324
RE Dickinson Investment Advisors
Iowa
$7K +$7.6K +40 New
Benjamin F. Edwards & Company
325
Benjamin F. Edwards & Company
Missouri
$6K – – –