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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
326
Tiverton Asset Management
Delaware
$109K -$160K -3,696 -60%
VNA
327
Valley National Advisers
Pennsylvania
$108K – – –
IA
328
IFP Advisors
Florida
$90K +$45.1K +1,041 +109%
EMG
329
ETF Managers Group
New Jersey
$89K +$11.9K +276 +16%
CIM
330
Chiron Investment Management
New York
$87K +$83.3K +1,925 New
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$84K +$30.8K +712 +62%
EWM
332
Endurance Wealth Management
Rhode Island
$80K – – –
BFEC
333
Benjamin F. Edwards & Company
Missouri
$78K +$53.6K +1,239 +252%
C
334
Cerebellum
California
$70K +$67.2K +1,553 New
GWM
335
Geneos Wealth Management
Colorado
$67K – – –
CPIG
336
Chicago Partners Investment Group
Illinois
$63K – – –
1IA
337
1834 Investment Advisors
Wisconsin
$61K +$58.4K +1,350 New
MMG
338
Monetary Management Group
Missouri
$54K – – –
UMA
339
USA Mutuals Advisors
Texas
$46K +$45.4K +1,050 New
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$41K – – –
PGWM
341
Parisi Gray Wealth Management
New Jersey
$41K +$39K +900 New
Bessemer Group
342
Bessemer Group
New Jersey
$39K – – –
GFP
343
Gryphon Financial Partners
Ohio
$39K +$37.5K +867 New
EA
344
Edge Advisors
Georgia
$37K – – –
TL
345
TrueWealth LLC
Georgia
$33K +$31.6K +731 New
Lazard Asset Management
346
Lazard Asset Management
New York
$32K +$3.12K +72 +11%
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K -$6.49K -150 -20%
OIA
348
OneDigital Investment Advisors
Kansas
$27K – – –
SMG
349
Spectrum Management Group
Indiana
$27K – – –
PA
350
Parallel Advisors
California
$26K – – –