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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
301
Tarbox Family Office
California
$2K – – –
VCP
302
Verus Capital Partners
Arizona
$2K – – –
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
SLF
304
Sun Life Financial
Ontario, Canada
$2K +$81 +2 +3%
CX Institutional
305
CX Institutional
Indiana
$2K +$2.06K +51 +176%
RWA
306
Ropes Wealth Advisors
Massachusetts
$2K +$2.95K +73 New
BII
307
Bainco International Investors
Massachusetts
$2K +$3.88K +96 New
Orion Portfolio Solutions
308
Orion Portfolio Solutions
Nebraska
$1K -$5.08K -126 -70%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$1K -$1.25K -31 -34%
BWM
310
Baystate Wealth Management
Massachusetts
$1K – – –
BWM
311
BerganKDV Wealth Management
Minnesota
$1K – – –
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
EARNEST Partners
313
EARNEST Partners
Georgia
$1K – – –
Kayne Anderson Rudnick Investment Management
314
Kayne Anderson Rudnick Investment Management
California
$1K – – –
PB
315
Pinnacle Bancorp
Nebraska
$1K – – –
Pinnacle Financial Partners (Tennessee)
316
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K – – –
PCG
317
Private Capital Group
Connecticut
$1K – – –
VCM
318
Versant Capital Management
Arizona
$1K – – –
ZB
319
Zions Bancorporation
Utah
$1K – – –
GWS
320
Glassman Wealth Services
Virginia
$1K +$404 +10 +23%
SFSIG
321
San Francisco Sentry Investment Group
California
$1K +$1.17K +29 New
PW
322
Price Wealth
Texas
$1K +$1.21K +30 New
Brown Brothers Harriman & Co
323
Brown Brothers Harriman & Co
New York
$1K +$1.45K +36 New
Associated Banc-Corp
324
Associated Banc-Corp
Wisconsin
$1K +$2.42K +60 New
BCA
325
Berman Capital Advisors
Georgia
$1K +$2.74K +68 +1,133%