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Name Holding Trade Value Shares
Change
Change in
Stake
Orion Portfolio Solutions
501
Orion Portfolio Solutions
Nebraska
$41K +$41.9K +142 New
CAW
502
Cornerstone Advisors (Washington)
Washington
$40K +$5.31K +18 +15%
RA
503
Rational Advisors
New York
$36K -$53.4K -181 -59%
CA
504
Centerpoint Advisors
Massachusetts
$35K – – –
Penserra Capital Management
505
Penserra Capital Management
California
$33K -$7.59M -25,733 -100%
FBT
506
First Bank & Trust
South Dakota
$32K -$39.8K -135 -55%
LWM
507
Lenox Wealth Management
Ohio
$32K +$4.13K +14 +14%
Valeo Financial Advisors
508
Valeo Financial Advisors
Indiana
$31K – – –
ACM
509
Allred Capital Management
Texas
$30.2K +$31K +105 New
FHA
510
Flagship Harbor Advisors
Massachusetts
$30K – – –
CAC
511
Certified Advisory Corp
Florida
$29K – – –
NIT
512
NumerixS Investment Technologies
British Columbia, Canada
$29K +$29.5K +100 New
Geneos Wealth Management
513
Geneos Wealth Management
Colorado
$28K – – –
BCA
514
Bray Capital Advisors
Florida
$26K – – –
Global Retirement Partners
515
Global Retirement Partners
California
$25K -$885 -3 -3%
BCA
516
Berman Capital Advisors
Georgia
$24K – – –
MAM
517
Meeder Asset Management
Ohio
$24K +$295 +1 +1%
ZB
518
Zions Bancorporation
Utah
$23K +$885 +3 +4%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$23K +$2.06K +7 +9%
TFA
520
Toth Financial Advisory
Virginia
$19K -$585K -1,985 -97%
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$19K -$4.42K -15 -19%
MassMutual Private Wealth & Trust
522
MassMutual Private Wealth & Trust
Connecticut
$19K – – –
PB
523
Pinnacle Bancorp
Nebraska
$19K – – –
VEA
524
Virtus ETF Advisers
New York
$18K +$18K +61 New
TCOV
525
Trust Company of Vermont
Vermont
$17K – – –