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Name Holding Trade Value Shares
Change
Change in
Stake
MSE
526
MUFG Securities EMEA
United Kingdom
$12K +$11.2K +127 New
BRC
527
Bell Rock Capital
Delaware
$11K – – –
TFS
528
TrustCore Financial Services
Tennessee
$11K – – –
CWA
529
Clarus Wealth Advisors
Arizona
$11K +$11.1K +126 New
SQA
530
Simon Quick Advisors
New Jersey
$11K +$11.3K +129 New
GWM
531
Geneos Wealth Management
Colorado
$10K -$7.03K -80 -40%
MWM
532
Mascoma Wealth Management
New Hampshire
$10K – – –
HR
533
Howe & Rusling
New York
$10K +$527 +6 +6%
VCM
534
Versant Capital Management
Arizona
$9K -$2.2K -25 -19%
AWM
535
Avior Wealth Management
Nebraska
$9K – – –
SSB
536
Sandy Spring Bank
Maryland
$9K – – –
SWMG
537
Signature Wealth Management Group
Georgia
$9K – – –
CF
538
Centaurus Financial
California
$9K +$8.79K +100 New
CPA
539
Clear Perspective Advisors
Illinois
$9K +$8.79K +100 New
Lazard Asset Management
540
Lazard Asset Management
New York
$8K -$150K -1,711 -95%
THWM
541
Taylor Hoffman Wealth Management
Virginia
$8K – – –
LC
542
Landaas & Company
Wisconsin
$8K +$7.47K +85 New
WTB
543
Washington Trust Bank
Washington
$7K – – –
PFBT
544
Parkside Financial Bank & Trust
Missouri
$6K -$351 -4 -5%
LFA
545
Legacy Financial Advisors
Kentucky
$6K – – –
ST
546
Smithfield Trust
Pennsylvania
$5K -$152K -1,729 -97%
GI
547
Gradient Investments
Minnesota
$5K -$30.3K -345 -86%
AF
548
Arrow Financial
New York
$5K – – –
CHP
549
Cable Hill Partners
Oregon
$5K – – –
EARNEST Partners
550
EARNEST Partners
Georgia
$5K – – –