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Name Holding Trade Value Shares
Change
Change in
Stake
I
401
INVST
Indiana
$37.8K -$31.2K -7,722 -31%
LSA
402
Lion Street Advisors
Texas
$37.5K +$57.2K +14,167 New
SSG
403
Summit Securities Group
New York
$37K -$76.1K -18,861 -57%
TWM
404
Tradition Wealth Management
Minnesota
$37K +$3.49K +865 +7%
PIC
405
Portland Investment Counsel
Ontario, Canada
$37K +$56.5K +14,000 New
NA
406
NewEdge Advisors
Louisiana
$36.3K +$198 +49 +0.4%
CDH
407
Charles D. Hyman
$36K
MFG
408
Merit Financial Group
Georgia
$35.4K +$6.35K +1,575 +13%
ONB
409
Old National Bancorp
Indiana
$35.2K -$807 -200 -1%
KeyBank National Association
410
KeyBank National Association
Ohio
$35.2K +$53.6K +13,277 New
WPC
411
Wedmont Private Capital
Pennsylvania
$34.9K -$269K -66,610 -82%
FWP
412
Firethorn Wealth Partners
Georgia
$34.6K +$58.7K +14,539 New
ECM
413
Evergreen Capital Management
Washington
$34.6K +$52.6K +13,049 New
BWP
414
Balboa Wealth Partners
Arizona
$34.1K -$4.04K -1,000 -7%
SGC
415
Slocum, Gordon & Co
Rhode Island
$34K
IFAM
416
Institutional & Family Asset Management
Colorado
$33.9K
PIA
417
Powell Investment Advisors
Florida
$33.4K
HM
418
Harvest Management
New York
$33.2K
CFP
419
Catalyst Financial Partners
Massachusetts
$32.8K +$49.9K +12,360 New
CI
420
Cigna Investments
Connecticut
$32K
AA
421
Ancora Advisors
Ohio
$32K +$20.4K +5,060 +72%
KA
422
Kovack Advisors
Florida
$31.8K +$48.4K +11,992 New
BPA
423
Beacon Pointe Advisors
California
$31.6K -$64.1K -15,880 -57%
BPC
424
Banque Pictet & Cie
Switzerland
$31K -$1.44M -356,831 -97%
MAS
425
Meeder Advisory Services
Ohio
$30.9K +$47.1K +11,665 New