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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
801
TrustCore Financial Services
Tennessee
$210K -$35.8K -204 -15%
TSW
802
Thompson Siegel & Walmsley
Virginia
$209K
LBC
803
Lowe Brockenbrough & Co
Virginia
$209K +$205K +1,171 New
ABC
804
Associated Banc-Corp
Wisconsin
$208K +$205K +1,168 New
ADMI
805
Albert D. Mason Inc
Massachusetts
$208K +$205K +1,170 New
BJL
806
Brighton Jones LLC
Washington
$208K -$33.7K -192 -14%
MCC
807
Money Concepts Capital
Florida
$207K +$181K +1,034 +795%
CFO
808
CVA Family Office
Colorado
$206K +$193K +1,100 +1,964%
FOA
809
Five Oceans Advisors
California
$204K +$201K +1,144 New
AF
810
Allworth Financial
California
$204K -$51.2K -292 -20%
OWA
811
Opal Wealth Advisors
New York
$204K -$12.5K -71 -6%
SIM
812
Sentry Investment Management
Wisconsin
$203K +$154K +879 +335%
LCM
813
LVM Capital Management
Michigan
$203K +$200K +1,140 New
SWA
814
SOA Wealth Advisors
New York
$202K +$2.46K +14 +1%
SIC
815
Samalin Investment Counsel
New York
$201K +$198K +1,130 New
MHR
816
Matthew Hamilton Rosenberg
$190K +$8.6K +49 +5%
IA
817
IFP Advisors
Florida
$186K -$45.1K -257 -15%
SIC
818
Salem Investment Counselors
North Carolina
$181K -$17.5K -100 -9%
Credit Agricole
819
Credit Agricole
France
$178K
IBOK
820
Independence Bank of Kentucky
Kentucky
$178K -$3.68K -21 -2%
AF
821
Advisornet Financial
Minnesota
$178K -$8.95K -51 -5%
PCM
822
Penserra Capital Management
California
$173K +$133K +756 +350%
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$166K +$163K +929 New
SC
824
Solstein Capital
California
$165K
SG Americas Securities
825
SG Americas Securities
New York
$162K +$159K +908 New