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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
426
Roble Belko & Company
Pennsylvania
$196K +$25.5K +825 +16%
BAM
427
Barrett Asset Management
New York
$195K -$23.1K -750 -11%
CAW
428
Cornerstone Advisors (Washington)
Washington
$192K
APP
429
Avantax Planning Partners
Iowa
$183K +$171K +5,540 New
BCP
430
Blackhawk Capital Partners
Wisconsin
$181K -$245K -7,950 -59%
IIC
431
Integrated Investment Consultants
Michigan
$179K +$167K +5,405 New
RWP
432
RWA Wealth Partners
Massachusetts
$166K +$154K +5,005 New
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$152K +$85.7K +2,775 +151%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$151K -$59.4K -1,925 -30%
CPP
435
Crow Point Partners
Massachusetts
$148K +$99.7K +3,230 +259%
HFP
436
Holistic Financial Partners
Indiana
$144K -$2.31K -75 -2%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$137K +$128K +4,135 New
ED
438
Exane Derivatives
France
$135K -$12.3K -400 -9%
CPA
439
Clear Perspective Advisors
Illinois
$133K
EMG
440
ETF Managers Group
New Jersey
$130K +$15.4K +500 +14%
IWM
441
IHT Wealth Management
Illinois
$121K +$46.3K +1,500 +67%
PA
442
Parallel Advisors
California
$117K
SIA
443
SeaBridge Investment Advisors
New Jersey
$116K -$46.3K -1,500 -30%
TPCM
444
Three Peaks Capital Management
Colorado
$113K +$105K +3,405 New
ST
445
Smithfield Trust
Pennsylvania
$111K
PCP
446
Proficio Capital Partners
Massachusetts
$96K +$1.54K +50 +2%
RFC
447
Regions Financial Corp
Alabama
$88K +$10K +325 +14%
LWA
448
Lenox Wealth Advisors
New York
$88K +$25.2K +815 +44%
TL
449
TrueWealth LLC
Georgia
$85K -$35K -1,135 -31%
VNA
450
Valley National Advisers
Pennsylvania
$79K +$41.5K +1,345 +130%