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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1101
Advisornet Financial
Minnesota
$142K +$7.09K +46 +5%
KPCM
1102
Kings Point Capital Management
New York
$140K -$7.71K -50 -5%
BAM
1103
Bellevue Asset Management
Washington
$133K +$136K +882 New
FANJ
1104
Financial Architects (New Jersey)
New Jersey
$127K – – –
Acadian Asset Management
1105
Acadian Asset Management
Massachusetts
$127K +$14.5K +94 +13%
LC
1106
Lindbrook Capital
California
$123K -$3.85K -25 -3%
QAM
1107
QCI Asset Management
New York
$117K – – –
CWP
1108
CFM Wealth Partners
Texas
$116K +$113K +730 New
MAWCM
1109
Mine & Arao Wealth Creation & Management
California
$115K +$117K +758 New
AF
1110
Allworth Financial
California
$110K -$15.1K -98 -12%
RFA
1111
Reilly Financial Advisors
California
$110K – – –
AA
1112
Ancora Advisors
Ohio
$109K +$111K +721 New
WQ
1113
Wealth Quarterback
New Jersey
$108K +$110K +714 New
GLI
1114
Guardian Life Insurance
New York
$107K +$1.23K +8 +1%
LTI
1115
Laffer Tengler Investments
Tennessee
$106K +$108K +698 New
MAM
1116
Meeder Asset Management
Ohio
$104K +$38.2K +248 +57%
CAM
1117
Close Asset Management
United Kingdom
$100K -$8.02K -52 -7%
PCIA
1118
Prime Capital Investment Advisors
Kansas
$98K – – –
TF
1119
TimeScale Financial
Massachusetts
$97K – – –
CFA
1120
Carroll Financial Associates
North Carolina
$97K +$25.9K +168 +35%
ZB
1121
Zions Bancorporation
Utah
$96K -$147K -952 -60%
PB
1122
Pinnacle Bancorp
Nebraska
$92K -$6.17K -40 -6%
EFSCE
1123
Enterprise Financial Services Corp (EFSC)
Missouri
$92K -$1.08K -7 -1%
CAL
1124
Capital Analysts LLC
Pennsylvania
$87K -$25.4K -165 -22%
PK
1125
Pflug Koory
Nebraska
$85K – – –