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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
551
Harvest Fund Management
China
$94K +$88.5K +1,998 New
GWM
552
Geneos Wealth Management
Colorado
$92K – – –
TWA
553
TCI Wealth Advisors
Arizona
$91K +$797 +18 +0.9%
ATC
554
Adirondack Trust Company
New York
$90K – – –
PS
555
Planned Solutions
California
$90K +$88.6K +2,000 New
PA
556
Parallel Advisors
California
$89K +$354 +8 +0.4%
ED
557
Exane Derivatives
France
$87.3K +$9.92K +224 +13%
PCA
558
Providence Capital Advisors
North Carolina
$84K +$4.03K +91 +5%
PCG
559
Private Capital Group
Connecticut
$83K +$4.38K +99 +6%
GI
560
Gradient Investments
Minnesota
$81K +$709 +16 +0.9%
IA
561
IFP Advisors
Florida
$78K -$594K -13,412 -88%
JWM
562
Jeppson Wealth Management
California
$76K +$75.3K +1,700 New
GRP
563
Global Retirement Partners
California
$75K -$29.7K -671 -29%
PFO
564
Pathstone Family Office
New Jersey
$75K – – –
FWM
565
Filbrandt Wealth Management
Wisconsin
$72K -$44 -1 -0.1%
CAW
566
Cornerstone Advisors (Washington)
Washington
$70K +$2.44K +55 +4%
VFA
567
Valeo Financial Advisors
Indiana
$69K +$21K +473 +45%
HFM
568
Hartford Financial Management
Connecticut
$67K -$6.55K -148 -9%
ST
569
Smithfield Trust
Pennsylvania
$67K -$3.54K -80 -5%
QCG
570
Quadrant Capital Group
Ohio
$67K +$14.8K +335 +29%
SM
571
SG3 Management
Puerto Rico
$67K +$66.4K +1,500 New
SAM
572
Shell Asset Management
Netherlands
$64K -$17.1K -385 -21%
MIFH
573
Migdal Insurance & Financial Holdings
Israel
$61K +$11K +249 +22%
C
574
Cerebellum
California
$59K -$33.1K -748 -36%
CHA
575
Carmichael Hill & Associates
Maryland
$56K +$4.43K +100 +9%