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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOSM
551
First National Bank of South Miami
Florida
$16K +$5.54K +50 +62%
VCM
552
Versant Capital Management
Arizona
$14K – – –
AWA
553
Arkadios Wealth Advisors
Georgia
$14K +$111 +1 +0.8%
AWM
554
Avior Wealth Management
Nebraska
$13K +$5.54K +50 +83%
HIA
555
Harbor Investment Advisory
Maryland
$12K – – –
SWM
556
Sugarloaf Wealth Management
Georgia
$12K – – –
VFA
557
Valeo Financial Advisors
Indiana
$12K +$11.1K +100 New
MAM
558
Meeder Asset Management
Ohio
$11K -$2.06M -18,605 -100%
AssetMark Inc
559
AssetMark Inc
California
$11K -$11.4K -103 -54%
TAIM
560
TD Ameritrade Investment Management
Nebraska
$11K -$7.75K -70 -43%
PWMG
561
Prestige Wealth Management Group
New Jersey
$11K -$1.44K -13 -13%
HI
562
Human Investing
Oregon
$10K -$3.1K -28 -25%
Rockefeller Capital Management
563
Rockefeller Capital Management
New York
$9K +$3.1K +28 +52%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
AFS
565
Annapolis Financial Services
Maryland
$8K +$7.2K +65 New
KFS
566
Kelly Financial Services
Massachusetts
$7.18K – – –
SIS
567
Sound Income Strategies
Florida
$7K – – –
PCG
568
Private Capital Group
Connecticut
$7K +$1.66K +15 +32%
BCA
569
Berman Capital Advisors
Georgia
$7K +$2.88K +26 +67%
EARNEST Partners
570
EARNEST Partners
Georgia
$6K – – –
ME
571
McIlrath & Eck
Washington
$6K – – –
M
572
MOTCO
Texas
$6K – – –
TFO
573
Tarbox Family Office
California
$6K – – –
PFBT
574
Parkside Financial Bank & Trust
Missouri
$6K +$332 +3 +6%
AIM
575
Anchor Investment Management
South Carolina
$5.14K +$4.76K +43 New