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Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
401
Klaas Financial Asset Advisors
Illinois
$37K +$324 +13 +0.9%
HIA
402
Harbor Investment Advisory
Maryland
$36K – – –
BU
403
BBVA USA
Alabama
$36K +$5.74K +230 +18%
PA
404
Parallel Advisors
California
$36K +$14.3K +575 +62%
CAM
405
Costello Asset Management
Pennsylvania
$36K +$37.4K +1,500 New
MMG
406
Monetary Management Group
Missouri
$35K -$199K -8,000 -85%
DAM
407
Delta Asset Management
Tennessee
$35K – – –
MCM
408
Manchester Capital Management
Vermont
$33K – – –
PCM
409
Penserra Capital Management
California
$33K +$1.05K +42 +3%
AFIA
410
America First Investment Advisors
Nebraska
$32K – – –
ACA
411
Atlas Capital Advisors
Wyoming
$31.3K – – –
PMFA
412
Plante Moran Financial Advisors
Michigan
$30K +$2.32K +93 +8%
EBA
413
Eagle Bay Advisors
New York
$30K +$2.59K +104 +9%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$26K -$4.76K -191 -15%
GWM
415
Geneos Wealth Management
Colorado
$25K – – –
IA
416
IFP Advisors
Florida
$25K – – –
SFPG
417
Stonebridge Financial Planning Group
Florida
$25K +$19.9K +800 +400%
AIM
418
Achmea Investment Management
Netherlands
$25K +$26.4K +1,059 New
LC
419
Lindbrook Capital
California
$24K -$1.65K -66 -6%
AL
420
ADE LLC
Maryland
$24K – – –
CWM
421
Cedar Wealth Management
California
$24K – – –
RCA
422
Ranch Capital Advisors
Florida
$24K – – –
BCA
423
Berman Capital Advisors
Georgia
$22K +$1.02K +41 +4%
SPWG
424
Sage Private Wealth Group
Illinois
$22K +$22.7K +912 New
SWM
425
Sugarloaf Wealth Management
Georgia
$21K – – –