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Name Holding Trade Value Shares
Change
Change in
Stake
HM Payson & Co
326
HM Payson & Co
Maine
$9K – – –
Global Retirement Partners
327
Global Retirement Partners
California
$9K +$925 +26 +14%
TFS
328
TrustCore Financial Services
Tennessee
$9K +$7.12K +200 New
AF
329
Advisornet Financial
Minnesota
$8K -$890 -25 -13%
Bessemer Group
330
Bessemer Group
New Jersey
$8K – – –
HWM
331
HighMark Wealth Management
Minnesota
$8K +$2.35K +66 +59%
Valeo Financial Advisors
332
Valeo Financial Advisors
Indiana
$7K – – –
FFC
333
First Financial Corp
Indiana
$6K +$4.63K +130 New
Loring Wolcott & Coolidge Fiduciary Advisors
334
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K -$2.38K -67 -40%
CHC
335
City Holding Co
West Virginia
$5K – – –
PFSC
336
Peoples Financial Services Corp
Pennsylvania
$5K – – –
TCM
337
Tradewinds Capital Management
Washington
$5K – – –
VNA
338
Valley National Advisers
Pennsylvania
$5K – – –
Apollon Wealth Management
339
Apollon Wealth Management
South Carolina
$5K +$3.56K +100 New
RE
340
RBC Europe
United Kingdom
$4.97K – – –
LC
341
Lindbrook Capital
California
$4K -$1.96K -55 -36%
EIM
342
Essex Investment Management
Massachusetts
$4K – – –
SIAS
343
Shine Investment Advisory Services
Colorado
$4K – – –
BCA
344
Berman Capital Advisors
Georgia
$3K -$5.52K -155 -69%
AssetMark Inc
345
AssetMark Inc
California
$3K -$1.71K -48 -42%
SL
346
Savior LLC
Massachusetts
$3K – – –
WEC
347
Winslow Evans & Crocker
Massachusetts
$3K – – –
Associated Banc-Corp
348
Associated Banc-Corp
Wisconsin
$3K +$712 +20 +56%
TCI Wealth Advisors
349
TCI Wealth Advisors
Arizona
$2K -$1.21K -34 -45%
SFG
350
Sowa Financial Group
Rhode Island
$2K – – –