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Name Holding Trade Value Shares
Change
Change in
Stake
CAC
576
Certified Advisory Corp
Florida
$35K – – –
CCA
577
Column Capital Advisors
Indiana
$34K – – –
SFS
578
Sowell Financial Services
Arkansas
$33K -$351K -15,768 -89%
PFO
579
Pathstone Family Office
New Jersey
$33K – – –
CFN
580
Cordasco Financial Network
Florida
$32K – – –
GAM
581
Gemmer Asset Management
California
$31K +$2.94K +132 +8%
CFA
582
Carroll Financial Associates
North Carolina
$30K -$240K -10,780 -86%
TFS
583
TrustCore Financial Services
Tennessee
$30K +$3.38K +152 +10%
OPS
584
Orion Portfolio Solutions
Nebraska
$29K -$10.9K -492 -22%
GWM
585
Geneos Wealth Management
Colorado
$28K – – –
SC
586
Solstein Capital
California
$28K – – –
TWA
587
TCI Wealth Advisors
Arizona
$27K -$30.3K -1,360 -46%
NG
588
NWK Group
California
$27K – – –
VFA
589
Valeo Financial Advisors
Indiana
$24K -$22K -988 -43%
Fuller & Thaler Asset Management
590
Fuller & Thaler Asset Management
California
$23K -$31.8K -1,428 -52%
SIM
591
Sonora Investment Management
Arizona
$21K -$8.9K -400 -25%
EI
592
Ellevest Inc
New York
$21K – – –
PCFFS
593
Pacific Center for Financial Services
California
$21K – – –
VAIA
594
Virtus Alternative Investment Advisers
Connecticut
$21K +$18.1K +812 +193%
HIA
595
Harbor Investment Advisory
Maryland
$20K -$2.23K -100 -8%
FP
596
Financial Perspectives
Minnesota
$19.9K – – –
AF
597
Advisornet Financial
Minnesota
$19K -$18.7K -840 -43%
BCA
598
Berman Capital Advisors
Georgia
$19K +$21.1K +948 +376%
JCM
599
Jacobi Capital Management
Pennsylvania
$19K +$24.2K +1,088 New
HPC
600
HM Payson & Co
Maine
$18K – – –