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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
276
Reilly Financial Advisors
California
$29K
IAIM
277
International Assets Investment Management
Florida
$29K +$21.8K +2,550 New
HIA
278
Harbor Investment Advisory
Maryland
$28K
FPS
279
Fieldpoint Private Securities
Connecticut
$28K +$21.5K +2,515 New
Acadian Asset Management
280
Acadian Asset Management
Massachusetts
$24K +$18.2K +2,128 New
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$17.7K -2,074 -50%
EWM
282
Edge Wealth Management
New York
$23K -$2.87K -335 -14%
Credit Agricole
283
Credit Agricole
France
$23K
WEC
284
Winslow Evans & Crocker
Massachusetts
$22K +$11.1K +1,300 +217%
CBT
285
CoreFirst Bank & Trust
Kansas
$20K +$14.8K +1,735 New
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$19K
CMA
287
Cedar Mountain Advisors
Oregon
$19K
Royal London Asset Management
288
Royal London Asset Management
United Kingdom
$18K +$13.5K +1,573 New
MLFP
289
MPS Loria Financial Planners
Illinois
$18K +$13.9K +1,620 New
CM
290
Caption Management
Oklahoma
$17K -$2.74M -320,248 -100%
TCM
291
TD Capital Management
Tennessee
$17K
SWM
292
Sugarloaf Wealth Management
Georgia
$17K +$12.8K +1,500 New
RE
293
RBC Europe
United Kingdom
$16.3K +$12.4K +1,445 New
PWPS
294
Pinnacle Wealth Planning Services
Ohio
$15K +$12K +1,398 New
BFEC
295
Benjamin F. Edwards & Company
Missouri
$14K
PA
296
Parallel Advisors
California
$13K -$1.54K -180 -13%
AssetMark Inc
297
AssetMark Inc
California
$13K -$419 -49 -4%
Lazard Asset Management
298
Lazard Asset Management
New York
$13K +$9.99K +1,168 New
MAM
299
Meeder Asset Management
Ohio
$12K -$14K -1,632 -60%
CB
300
CNB Bank
Pennsylvania
$11K