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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$42K +$7.15K +281 +23%
CAM
427
Costello Asset Management
Pennsylvania
$41K – – –
HIA
428
Harbor Investment Advisory
Maryland
$41K – – –
DAM
429
Delta Asset Management
Tennessee
$40K – – –
MMG
430
Monetary Management Group
Missouri
$40K – – –
MCM
431
Manchester Capital Management
Vermont
$38K – – –
ACA
432
Atlas Capital Advisors
Wyoming
$35.6K – – –
HNWAG
433
High Net Worth Advisory Group
Florida
$35K +$32.2K +1,266 New
RA
434
Rise Advisors
New York
$32.5K +$29.9K +1,177 New
PCM
435
Penserra Capital Management
California
$32K -$4.27K -168 -12%
Loomis, Sayles & Company
436
Loomis, Sayles & Company
Massachusetts
$30K -$24K -942 -47%
SFPG
437
Stonebridge Financial Planning Group
Florida
$29K – – –
AssetMark Inc
438
AssetMark Inc
California
$29K +$23.6K +928 +682%
CWM
439
Cedar Wealth Management
California
$28K – – –
GWM
440
Geneos Wealth Management
Colorado
$28K – – –
IA
441
IFP Advisors
Florida
$28K – – –
AWA
442
Amplius Wealth Advisors
Pennsylvania
$28K +$26K +1,023 New
LC
443
Lindbrook Capital
California
$27K – – –
TWC
444
TD Waterhouse Canada
Ontario, Canada
$25.9K +$23.8K +937 New
SPWG
445
Sage Private Wealth Group
Illinois
$25K – – –
SWM
446
Sugarloaf Wealth Management
Georgia
$24K – – –
PCG
447
Private Capital Group
Connecticut
$22K – – –
SIC
448
Salem Investment Counselors
North Carolina
$20K +$6.03K +237 +47%
EWA
449
EverSource Wealth Advisors
Alabama
$20K +$18.8K +739 New
EBA
450
Eagle Bay Advisors
New York
$19K -$13.9K -548 -44%