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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
526
Private Capital Group
Connecticut
$17K
PO
527
Private Ocean
California
$17K
Acadian Asset Management
528
Acadian Asset Management
Massachusetts
$16K
FWM
529
Focused Wealth Management
New York
$16K +$131 +2 +0.8%
OIA
530
Optimum Investment Advisors
Illinois
$15K -$2.29K -35 -12%
ADL
531
Asset Dedication LLC
California
$15K
PFBT
532
Parkside Financial Bank & Trust
Missouri
$15K +$1.31K +20 +9%
EWM
533
Evermay Wealth Management
Virginia
$14K
SWM
534
Selective Wealth Management
Virginia
$14K
CT
535
Caldwell Trust
Florida
$13.1K
CA
536
Clearstead Advisors
Ohio
$13K +$3.54K +54 +34%
TCM
537
Tradewinds Capital Management
Washington
$13K +$10.3K +157 +262%
CCA
538
Column Capital Advisors
Indiana
$12K
FF
539
FourThought Financial
Florida
$11K -$7.8K -119 -40%
VCM
540
Versant Capital Management
Arizona
$11K -$590 -9 -5%
AWM
541
Accel Wealth Management
Iowa
$11K
BWM
542
Baystate Wealth Management
Massachusetts
$11K
EARNEST Partners
543
EARNEST Partners
Georgia
$11K
SWM
544
Sugarloaf Wealth Management
Georgia
$11K
SWA
545
Sutton Wealth Advisors
Florida
$10K
TF
546
TimeScale Financial
Massachusetts
$10K +$66 +1 +0.7%
CDIA
547
Capital Directions Investment Advisors
Georgia
$9K -$7.21K -110 -42%
IRC
548
Investors Research Corp
Georgia
$9K
GWS
549
Glassman Wealth Services
Virginia
$9K +$1.97K +30 +26%
RTL
550
Red Tortoise LLC
Georgia
$9K +$9.31K +142 New