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Name Holding Trade Value Shares
Change
Change in
Stake
VIM
801
Vista Investment Management
Pennsylvania
$210K +$195K +9,759 New
GFS
802
GYL Financial Synergies
Connecticut
$207K +$193K +9,623 New
FAIM
803
Financial Advocates Investment Management
Washington
$207K +$192K +9,611 New
CIAS
804
CFS Investment Advisory Services
New Jersey
$206K +$191K +9,560 New
RVPG
805
Relative Value Partners Group
$205K +$190K +9,514 New
CIA
806
Capital Investment Advisors
Georgia
$205K +$190K +9,513 New
AWM
807
Aberdeen Wealth Management
Illinois
$205K -$37.3K -1,863 -16%
KC
808
Knuff & Co
California
$204K -$346K -17,263 -65%
CWM
809
Calamos Wealth Management
Illinois
$204K +$190K +9,469 New
FCT
810
First Community Trust
Iowa
$204K -$1.92K -96 -1%
PWP
811
Principle Wealth Partners
Connecticut
$202K +$188K +9,397 New
ST
812
Sentinel Trust
Texas
$201K +$187K +9,325 New
VW
813
Vance Wealth
California
$201K +$187K +9,325 New
NB
814
NBT Bank
New York
$200K +$186K +9,304 New
JF
815
JSF Financial
California
$200K +$186K +9,297 New
SIM
816
Sentry Investment Management
Wisconsin
$195K -$19.4K -971 -10%
NFA
817
Northwest Financial Advisors
Virginia
$188K +$175K +8,749 New
VSQM
818
V-Square Quantitative Management
Illinois
$182K
AF
819
Allworth Financial
California
$177K +$8.29K +414 +5%
GIS
820
Grayhawk Investment Strategies
Alberta, Canada
$176K +$164K +8,174 New
SIM
821
Studio Investment Management
Illinois
$173K -$29.2K -1,459 -15%
PCM
822
Penserra Capital Management
California
$171K -$33.5K -1,674 -17%
VWM
823
Venturi Wealth Management
Texas
$165K +$125K +6,255 +447%
IGAM
824
iA Global Asset Management
Quebec, Canada
$164K -$1.38K -69 -0.9%
PTC
825
Private Trust Company
Ohio
$162K +$39K +1,950 +35%