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Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$7K
AWM
502
Avior Wealth Management
Nebraska
$7K
FEG
503
Financial Enhancement Group
Indiana
$7K
SL
504
Savior LLC
Massachusetts
$7K
RG
505
Retirement Group
California
$7K +$6.51K +90 New
TCOV
506
Trust Company of Vermont
Vermont
$6K -$14.3K -197 -71%
BL
507
Balentine LLC
Georgia
$6K -$434 -6 -7%
CYG
508
Clean Yield Group
Vermont
$6K
GWM
509
Geneos Wealth Management
Colorado
$6K
HR
510
Howe & Rusling
New York
$6K
PFSC
511
Peoples Financial Services Corp
Pennsylvania
$6K
SLF
512
Sun Life Financial
Ontario, Canada
$6K
VFA
513
Valeo Financial Advisors
Indiana
$6K +$362 +5 +7%
APWA
514
Atlas Private Wealth Advisors
New Jersey
$6K +$5.43K +75 New
THWM
515
Taylor Hoffman Wealth Management
Virginia
$6K +$5.93K +82 New
RA
516
Rational Advisors
New York
$6K +$6.08K +84 New
CI
517
CX Institutional
Indiana
$5K -$1.52K -21 -26%
LWANC
518
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$5K +$796 +11 +20%
WEC
520
Winslow Evans & Crocker
Massachusetts
$5K +$4.7K +65 New
TFO
521
Tarbox Family Office
California
$4K -$3.4K -47 -49%
PFBT
522
Parkside Financial Bank & Trust
Missouri
$4K -$941 -13 -18%
CA
523
Centerpoint Advisors
Massachusetts
$4K
EARNEST Partners
524
EARNEST Partners
Georgia
$4K
NL
525
NVWM LLC
Pennsylvania
$4K