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Name Holding Trade Value Shares
Change
Change in
Stake
Valley National Advisers
1201
Valley National Advisers
Pennsylvania
$151K +$27.7K +474 +22%
ECM
1202
EMC Capital Management
Texas
$147K -$93.5K -1,600 -39%
Roble Belko & Company
1203
Roble Belko & Company
Pennsylvania
$147K – – –
AssetMark Inc
1204
AssetMark Inc
California
$139K +$118K +2,018 +572%
FP
1205
Financial Perspectives
Minnesota
$137K – – –
LK
1206
Lumbard & Kellner
New Hampshire
$134K -$4.37M -74,774 -97%
JWM
1207
Janiczek Wealth Management
Colorado
$134K +$21.4K +367 +19%
AIP
1208
Ahrens Investment Partners
Louisiana
$134K +$134K +2,289 New
BDO Wealth Advisors
1209
BDO Wealth Advisors
Florida
$131K -$1.23K -21 -0.9%
AA
1210
AlphaCentric Advisors
Puerto Rico
$129K -$24.4K -417 -16%
Sargent Bickham Lagudis
1211
Sargent Bickham Lagudis
Colorado
$127K – – –
Plante Moran Financial Advisors
1212
Plante Moran Financial Advisors
Michigan
$124K -$44.1K -755 -26%
Manchester Capital Management
1213
Manchester Capital Management
Vermont
$124K -$21K -360 -15%
Global Wealth Management Investment Advisory
1214
Global Wealth Management Investment Advisory
Florida
$124K -$16.4K -281 -12%
Zions Bancorporation
1215
Zions Bancorporation
Utah
$124K +$16.8K +288 +16%
KFS
1216
Kelly Financial Services
Massachusetts
$120K -$5.84K -100 -5%
RA
1217
Rise Advisors
New York
$118K +$118K +2,012 New
Private Ocean
1218
Private Ocean
California
$117K – – –
State of Wyoming
1219
State of Wyoming
Wyoming
$116K -$16.7K -286 -13%
AA
1220
Addison Advisors
Vermont
$116K – – –
PrairieView Partners
1221
PrairieView Partners
Minnesota
$112K +$5.84K +100 +6%
MTIC
1222
Missouri Trust & Investment Company
Missouri
$112K +$112K +1,910 New
FFWM
1223
Future Financial Wealth Management
Ohio
$111K +$106K +1,810 New
TCI Wealth Advisors
1224
TCI Wealth Advisors
Arizona
$105K +$90.1K +1,542 +632%
Hudock Inc
1225
Hudock Inc
Pennsylvania
$103K – – –