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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$24K +$7.75K +41 +55%
NIM
402
NuWave Investment Management
New Jersey
$22K -$895K -4,738 -98%
RA
403
Rational Advisors
New York
$22K -$123K -652 -86%
JGIA
404
Jackson Grant Investment Advisers
Connecticut
$22K
ACM
405
Allred Capital Management
Texas
$21.8K +$20K +106 New
MAM
406
Meeder Asset Management
Ohio
$21K -$560K -2,964 -97%
APWM
407
Atlas Private Wealth Management
New York
$21K +$18.9K +100 New
SFPG
408
Stonebridge Financial Planning Group
Florida
$18K +$16.6K +88 New
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$17K +$15.7K +83 New
CFG
410
Citizens Financial Group
Rhode Island
$17K +$15.9K +84 New
CAC
411
Certified Advisory Corp
Florida
$16K
WB
412
Webster Bank
Connecticut
$16K
ClearBridge Investments
413
ClearBridge Investments
New York
$15K
CTB
414
Country Trust Bank
Illinois
$15K
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$15K
TCWM
416
Total Clarity Wealth Management
Illinois
$15K +$13.4K +71 New
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$14K
HGWM
418
Harvest Group Wealth Management
Massachusetts
$13K
TI
419
tru Independence
Oregon
$13K +$18.9K +100 New
CCMW
420
Cypress Capital Management (Wyoming)
Wyoming
$12K
VNA
421
Valley National Advisers
Pennsylvania
$12K
BHWM
422
Bay Harbor Wealth Management
Maryland
$11K
BCA
423
Berman Capital Advisors
Georgia
$11K
LFA
424
Lighthouse Financial Advisors
Maryland
$11K +$10.8K +57 New
APC
425
Aspire Private Capital
North Carolina
$10K