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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
551
YorkBridge Wealth Partners
New York
$170K
C
552
Cerebellum
California
$167K +$140K +517 +497%
CAM
553
ClariVest Asset Management
California
$165K -$9.2K -34 -5%
DSI
554
Daiwa SB Investments
Japan
$164K -$27.1K -100 -14%
AWM
555
Avior Wealth Management
Nebraska
$156K -$10.6K -39 -6%
PA
556
Parallel Advisors
California
$146K +$16.8K +62 +13%
PMFA
557
Plante Moran Financial Advisors
Michigan
$145K
WAM
558
Wealthspire Advisors (Maryland)
Maryland
$143K +$15.2K +56 +12%
SIM
559
Sonora Investment Management
Arizona
$140K
ABA
560
American Beacon Advisors
Texas
$132K
APP
561
Avantax Planning Partners
Iowa
$130K +$131K +483 New
FPS
562
Fieldpoint Private Securities
Connecticut
$127K
CAC
563
Certified Advisory Corp
Florida
$119K
AIS
564
AlphaOne Investment Services
Pennsylvania
$119K +$83.1K +307 +226%
HFM
565
Harvest Fund Management
China
$118K
MWM
566
Mascoma Wealth Management
New Hampshire
$116K
PFGIA
567
Patriot Financial Group Insurance Agency
Massachusetts
$116K
RFM
568
Royal Fund Management
Florida
$115K
WPA
569
West Paces Advisors
Georgia
$113K
FGC
570
Financial Gravity Companies
Texas
$113K +$38.7K +143 +57%
FGAM
571
Financial Gravity Asset Management
Texas
$113K +$106K +393 New
SWP
572
Stratos Wealth Partners
Ohio
$112K +$92.3K +341 +449%
Fuller & Thaler Asset Management
573
Fuller & Thaler Asset Management
California
$108K -$244K -900 -69%
MPPLM
574
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$102K +$4.6K +17 +5%
LNB
575
Ledyard National Bank
$100K