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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
501
One Wealth Advisors
California
$34K +$29.5K +1,344 New
MOS
502
MGO One Seven
Ohio
$33K +$28.5K +1,301 New
DCM
503
Dupont Capital Management
Delaware
$31K
SCM
504
Stumpf Capital Management
Arizona
$30K +$26K +1,185 New
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$29K +$6.03K +275 +31%
STA
506
Summit Trail Advisors
New York
$29K +$24K +1,093 New
BC
507
Bartlett & Co
Ohio
$27K -$11.5K -525 -33%
AIM
508
Anchor Investment Management
South Carolina
$25.2K +$21.9K +1,000 New
TDC
509
Thompson Davis & Co
Virginia
$25K -$2.74K -125 -11%
GLI
510
Guardian Life Insurance
New York
$25K +$6.47K +295 +43%
CB
511
CNB Bank
Pennsylvania
$25K +$21.9K +996 New
BBA
512
Braun-Bostich & Associates
Pennsylvania
$24K +$20.9K +952 New
PSC
513
Prentiss Smith & Co
Vermont
$20K +$17K +775 New
MMG
514
Monetary Management Group
Missouri
$19K
DBT
515
Dubuque Bank & Trust
Iowa
$18K -$4.17K -190 -21%
SLF
516
Sun Life Financial
Ontario, Canada
$17K -$34.7K -1,583 -70%
PA
517
Parallel Advisors
California
$17K
VCM
518
Versant Capital Management
Arizona
$14K -$3.18K -145 -20%
SMG
519
Spectrum Management Group
Indiana
$13K
AF
520
Advisornet Financial
Minnesota
$13K +$11K +500 New
SP
521
SWS Partners
Ohio
$13K +$11.7K +533 New
IWM
522
IHT Wealth Management
Illinois
$12K -$11.6K -530 -53%
AssetMark Inc
523
AssetMark Inc
California
$12K -$4.7K -214 -31%
LJHT
524
Laurie J. Hall Trustee
$12K
VEA
525
Virtus ETF Advisers
New York
$11K +$9.92K +452 New