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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$45K – – –
WT
327
Whittier Trust
California
$42K – – –
DA
328
Denali Advisors
California
$41K +$41.6K +700 New
DFCM
329
Dark Forest Capital Management
Puerto Rico
$33K -$17.1K -288 -34%
CFA
330
Cahill Financial Advisors
Minnesota
$31K +$31.4K +529 New
SIC
331
Salem Investment Counselors
North Carolina
$29K – – –
CFFP
332
Center for Financial Planning
Michigan
$24K – – –
GWM
333
Geneos Wealth Management
Colorado
$23K – – –
PCM
334
Peregrine Capital Management
Minnesota
$22K – – –
PCG
335
Private Capital Group
Connecticut
$22K +$1.49K +25 +7%
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$21K +$13.5K +227 +162%
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$20.4K +$20.8K +350 New
FPS
338
Fieldpoint Private Securities
Connecticut
$19K +$3.03K +51 +19%
SWM
339
Spire Wealth Management
Virginia
$18K – – –
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6K – – –
LFG
341
Larson Financial Group
Missouri
$14K -$19.4K -327 -57%
GRP
342
Global Retirement Partners
California
$14K +$2.91K +49 +25%
ACM
343
AUA Capital Management
Pennsylvania
$12K -$951 -16 -7%
CB
344
Community Bank
New York
$12K – – –
CFGS
345
Concourse Financial Group Securities
Alabama
$12K – – –
SC
346
Solstein Capital
California
$12K – – –
WFA
347
West Financial Advisors
Iowa
$12K – – –
TWA
348
TCI Wealth Advisors
Arizona
$12K +$3.21K +54 +35%
TAIM
349
TD Ameritrade Investment Management
Nebraska
$11K -$53.1K -894 -74%
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$11K – – –