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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
501
Bessemer Group
New Jersey
$92K -$1.41K -18 -2%
EW
502
Evoke Wealth
California
$92K – – –
TCOV
503
Trust Company of Vermont
Vermont
$90K – – –
Huntington National Bank
504
Huntington National Bank
Ohio
$89K – – –
Quadrant Capital Group
505
Quadrant Capital Group
Ohio
$82K -$36K -460 -33%
Clearstead Advisors
506
Clearstead Advisors
Ohio
$75K – – –
Steward Partners Investment Advisory
507
Steward Partners Investment Advisory
New York
$74K +$16.8K +215 +35%
SignatureFD
508
SignatureFD
Georgia
$71K -$18.2K -232 -23%
MF
509
Manchester Financial
California
$71K +$3.53K +45 +6%
APA
510
American Portfolios Advisors
New York
$70K – – –
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$67K – – –
CFGS
512
Concourse Financial Group Securities
Alabama
$64K +$22.8K +291 +69%
Citizens Financial Group
513
Citizens Financial Group
Rhode Island
$61K -$7.52K -96 -12%
Parallel Advisors
514
Parallel Advisors
California
$61K +$3.84K +49 +8%
CIA
515
CSat Investment Advisory
Michigan
$59K +$4.31K +55 +9%
Washington Trust
516
Washington Trust
Rhode Island
$55K – – –
Valeo Financial Advisors
517
Valeo Financial Advisors
Indiana
$54K +$6.82K +87 +17%
HDIM
518
Hanson & Doremus Investment Management
Vermont
$52K – – –
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$14.5K +185 +51%
SFSIG
520
San Francisco Sentry Investment Group
California
$48K +$41.9K +535 New
SWM
521
Sugarloaf Wealth Management
Georgia
$45K – – –
IndexIQ Advisors
522
IndexIQ Advisors
New York
$43K +$33.3K +425 +746%
PWP
523
Principle Wealth Partners
Connecticut
$43K +$37.2K +475 New
OCM
524
Ovata Capital Management
Hong Kong
$43K +$37.6K +480 New
Orion Portfolio Solutions
525
Orion Portfolio Solutions
Nebraska
$42K +$22.3K +284 +158%