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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
376
Harvest Group Wealth Management
Massachusetts
$34K – – –
ADIM
377
Alpha DNA Investment Management
Maryland
$32K +$33.3K +1,425 New
Loomis, Sayles & Company
378
Loomis, Sayles & Company
Massachusetts
$31K -$2.62K -112 -8%
AIL
379
AGF Investments LLC
Ontario, Canada
$31K +$31.3K +1,338 New
APA
380
American Portfolios Advisors
New York
$29.7K +$2.71K +116 +10%
CAAS
381
Capital Asset Advisory Services
Michigan
$25K +$25.7K +1,097 New
LC
382
Lindbrook Capital
California
$24K – – –
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$24K +$10.6K +454 +77%
CWM
384
Cedar Wealth Management
California
$23K – – –
AL
385
ADE LLC
Maryland
$23K +$23.4K +1,000 New
MLFP
386
MPS Loria Financial Planners
Illinois
$23K +$23.8K +1,019 New
Jones Financial Companies
387
Jones Financial Companies
Missouri
$22K +$22.6K +966 New
SWM
388
Sugarloaf Wealth Management
Georgia
$20K – – –
AA
389
AlphaMark Advisors
Kentucky
$17K +$17.5K +750 New
PA
390
Parallel Advisors
California
$16K -$15.7K -672 -49%
BCA
391
Berman Capital Advisors
Georgia
$15K -$1.24K -53 -7%
AA
392
Ancora Advisors
Ohio
$14K – – –
SSC
393
Syverson Strege & Co
Iowa
$14K +$14.4K +616 New
OIA
394
Optimum Investment Advisors
Illinois
$13K -$35.1K -1,500 -73%
PFO
395
Pathstone Family Office
New Jersey
$13K +$12.9K +551 New
GRP
396
Global Retirement Partners
California
$12K -$94 -4 -0.8%
CTC
397
Central Trust Company
Missouri
$12K – – –
PCTC
398
Perkins Coie Trust Company
Washington
$12K – – –
FCH
399
Freestone Capital Holdings
Washington
$11.5K – – –
SFS
400
Sowell Financial Services
Arkansas
$11K -$1.08K -46 -9%