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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1201
Capital Investment Advisory Services
North Carolina
$109K +$143K +676 New
SLF
1202
Sun Life Financial
Ontario, Canada
$108K +$423 +2 +0.3%
KA
1203
Kaizen Advisory
Illinois
$107K +$3.81K +18 +3%
LWM
1204
Liberty Wealth Management
California
$106K +$139K +658 New
PCG
1205
Private Capital Group
Connecticut
$105K -$38.1K -180 -22%
TSW
1206
Thompson Siegel & Walmsley
Virginia
$101K -$5.29K -25 -4%
AF
1207
Allworth Financial
California
$100K -$42.3K -200 -24%
TF
1208
Tompkins Financial
New York
$100K
BL
1209
Balentine LLC
Georgia
$100K +$131K +620 New
PB
1210
Pinnacle Bancorp
Nebraska
$99K +$129K +612 New
IAS
1211
IMA Advisory Services
Colorado
$95K
RFA
1212
Reilly Financial Advisors
California
$91K +$84.6K +400 +247%
SQA
1213
Simon Quick Advisors
New Jersey
$87K -$15.4K -73 -12%
JA
1214
JOYN Advisors
Georgia
$86K -$23.5K -111 -17%
MFBTD
1215
MB Financial Bank - Trust Department
Illinois
$86K
CCM
1216
Cribstone Capital Management
Maine
$83K
VCM
1217
Versant Capital Management
Arizona
$82K
CA
1218
Claro Advisors
Massachusetts
$82K +$71.7K +339 New
AI
1219
ArchPoint Investors
Florida
$81K
AIC
1220
Ayalon Insurance Company
Israel
$78K +$102K +484 New
RFM
1221
Royal Fund Management
Florida
$77K
NS
1222
NewDay Solutions
New Hampshire
$77K +$102K +480 New
LB
1223
Legacy Bridge
Iowa
$76K +$99.4K +470 New
VAIA
1224
Virtus Alternative Investment Advisers
Connecticut
$75K +$1.48K +7 +2%
GWMIA
1225
Global Wealth Management Investment Advisory
Florida
$75K +$97.7K +462 New