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Name Holding Trade Value Shares
Change
Change in
Stake
Valeo Financial Advisors
351
Valeo Financial Advisors
Indiana
$148K -$52.2K -7,110 -28%
PP
352
Patten & Patten
Tennessee
$146K – – –
PWMG
353
Pinnacle Wealth Management Group
Michigan
$145K -$272 -37 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
354
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$145K – – –
AIA
355
AIMZ Investment Advisors
California
$144K -$8.81K -1,200 -6%
LI
356
LRI Investments
Florida
$143K +$36.7K +5,000 +39%
Forum Financial Management
357
Forum Financial Management
Illinois
$142K -$1.3M -177,330 -91%
KA
358
Kovack Advisors
Florida
$142K +$43.1K +5,868 +50%
Janney Montgomery Scott
359
Janney Montgomery Scott
Pennsylvania
$140K -$36.4K -4,963 -22%
GA
360
Greenspring Advisors
Maryland
$137K +$8.14K +1,109 +7%
SSC
361
Syverson Strege & Co
Iowa
$136K -$8.35K -1,137 -6%
ProShare Advisors
362
ProShare Advisors
Maryland
$133K -$7.63K -1,039 -6%
DWM
363
Drive Wealth Management
Utah
$131K +$14.5K +1,970 +14%
NB
364
Nicolet Bankshares
Wisconsin
$128K +$114K +15,510 New
BWA
365
Basecamp Wealth Advisors
Washington
$126K – – –
AF
366
Advisornet Financial
Minnesota
$126K -$712 -97 -0.6%
Perigon Wealth Management
367
Perigon Wealth Management
California
$125K +$5.38K +733 +5%
AIM
368
Aigen Investment Management
New York
$124K +$113K +15,442 New
HWA
369
HCR Wealth Advisors
California
$124K – – –
WA
370
WealthTrust Axiom
Pennsylvania
$123K – – –
RS
371
Retirement Solution
Washington
$123K +$367 +50 +0.3%
MTC
372
McDaniel Terry & Co
Texas
$120K – – –
SP
373
SmartHarvest Portfolios
Washington
$120K +$110K +14,932 New
NewEdge Advisors
374
NewEdge Advisors
Louisiana
$119K +$84.6K +11,522 +353%
AssetMark Inc
375
AssetMark Inc
California
$118K +$11.7K +1,591 +12%