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Name Holding Trade Value Shares
Change
Change in
Stake
AA
2101
AlphaMark Advisors
Kentucky
$151K +$129K +458 +881%
HFA
2102
Hoover Financial Advisors
Pennsylvania
$150K +$143K +506 New
CAM
2103
Cacti Asset Management
Georgia
$148K – – –
APC
2104
Aspire Private Capital
North Carolina
$148K +$18.6K +66 +15%
JFA
2105
JNBA Financial Advisors
Minnesota
$145K – – –
FP
2106
Financial Perspectives
Minnesota
$141K – – –
PO
2107
Private Ocean
California
$141K -$118K -420 -47%
MWP
2108
Meridian Wealth Partners
Pennsylvania
$141K +$2.82K +10 +2%
TSW
2109
Thompson Siegel & Walmsley
Virginia
$138K – – –
CCA
2110
Column Capital Advisors
Indiana
$137K +$51K +181 +64%
WPA
2111
West Paces Advisors
Georgia
$134K – – –
C
2112
Cerebellum
California
$133K +$247K +877 New
EARNEST Partners
2113
EARNEST Partners
Georgia
$130K – – –
HIM
2114
Hillsdale Investment Management
Ontario, Canada
$129K -$114K -405 -48%
SIMG
2115
Stephens Investment Management Group
Texas
$127K – – –
TC
2116
Trust Company
Kansas
$125K – – –
CA
2117
Crewe Advisors
Utah
$123K -$2.82K -10 -2%
RBC
2118
Roble Belko & Company
Pennsylvania
$121K – – –
PC
2119
Permanens Capital
New York
$118K -$169K -600 -60%
PCA
2120
Providence Capital Advisors
North Carolina
$118K – – –
IBOK
2121
Independence Bank of Kentucky
Kentucky
$111K +$14.1K +50 +15%
PP
2122
Pacifica Partners
Canada
$108K -$2.82K -10 -3%
BEAM
2123
Baker Ellis Asset Management
Washington
$108K +$103K +365 New
LWM
2124
Liberty Wealth Management
California
$105K +$24.5K +87 +32%
GWMIA
2125
Global Wealth Management Investment Advisory
Florida
$99K +$4.79K +17 +5%