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Name Holding Trade Value Shares
Change
Change in
Stake
RA
501
Rational Advisors
New York
$36K -$53.4K -181 -59%
CA
502
Centerpoint Advisors
Massachusetts
$35K
PCM
503
Penserra Capital Management
California
$33K -$7.59M -25,733 -100%
FBT
504
First Bank & Trust
South Dakota
$32K -$39.8K -135 -55%
LWM
505
Lenox Wealth Management
Ohio
$32K +$4.13K +14 +14%
VFA
506
Valeo Financial Advisors
Indiana
$31K
ACM
507
Allred Capital Management
Texas
$30.2K +$31K +105 New
FHA
508
Flagship Harbor Advisors
Massachusetts
$30K
CAC
509
Certified Advisory Corp
Florida
$29K
NIT
510
NumerixS Investment Technologies
British Columbia, Canada
$29K +$29.5K +100 New
GWM
511
Geneos Wealth Management
Colorado
$28K
BCA
512
Bray Capital Advisors
Florida
$26K
GRP
513
Global Retirement Partners
California
$25K -$885 -3 -3%
BCA
514
Berman Capital Advisors
Georgia
$24K
MAM
515
Meeder Asset Management
Ohio
$24K +$295 +1 +1%
ZB
516
Zions Bancorporation
Utah
$23K +$885 +3 +4%
PFBT
517
Parkside Financial Bank & Trust
Missouri
$23K +$2.06K +7 +9%
TFA
518
Toth Financial Advisory
Virginia
$19K -$585K -1,985 -97%
Rockefeller Capital Management
519
Rockefeller Capital Management
New York
$19K -$4.42K -15 -19%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$19K
PB
521
Pinnacle Bancorp
Nebraska
$19K
VEA
522
Virtus ETF Advisers
New York
$18K +$18K +61 New
TCOV
523
Trust Company of Vermont
Vermont
$17K
RFA
524
Reilly Financial Advisors
California
$16K
SLF
525
Sun Life Financial
Ontario, Canada
$15K -$5.6K -19 -27%