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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
351
Valley National Advisers
Pennsylvania
$1K +$1.52K +80 New
AIM
352
Anchor Investment Management
South Carolina
$991 – – –
GWM
353
Geneos Wealth Management
Colorado
$991 – – –
TCPG
354
Trivant Custom Portfolio Group
California
$991 – – –
GRP
355
Global Retirement Partners
California
$872 – – –
DPW
356
DiNuzzo Private Wealth
Pennsylvania
$793 – – –
HWA
357
HHM Wealth Advisors
Tennessee
$793 – – –
ME
358
McIlrath & Eck
Washington
$773 -$4.17K -220 -85%
HRC
359
Hoertkorn Richard Charles
$753 – – –
AWM
360
Avior Wealth Management
Nebraska
$732 +$701 +37 New
S
361
Sachetta
Massachusetts
$661 – – –
MCM
362
Manchester Capital Management
Vermont
$615 +$474 +25 +417%
CHA
363
Carmichael Hill & Associates
Maryland
$595 +$568 +30 New
SIS
364
Sound Income Strategies
Florida
$594 – – –
BIA
365
Bell Investment Advisors
California
$555 – – –
PMFA
366
Plante Moran Financial Advisors
Michigan
$475 – – –
Kayne Anderson Rudnick Investment Management
367
Kayne Anderson Rudnick Investment Management
California
$456 – – –
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$456 +$436 +23 New
FSWA
369
Financial Synergies Wealth Advisors
Texas
$453 +$114 +6 +35%
GPFA
370
Game Plan Financial Advisors
Ohio
$416 – – –
VCM
371
Versant Capital Management
Arizona
$396 – – –
KSWA
372
Kathleen S. Wright Associates
Pennsylvania
$331 – – –
TIM
373
Tortoise Investment Management
New York
$297 – – –
TPCW
374
TD Private Client Wealth
New York
$238 – – –
CA
375
Crewe Advisors
Utah
$199 – – –