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Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Advisornet Financial
Minnesota
$89 – – –
AUB
402
Atlantic Union Bankshares
Virginia
$82 +$55 +55 New
NB
403
NBT Bank
New York
$75 – – –
Russell Investments Group
404
Russell Investments Group
United Kingdom
$72 -$123 -123 -72%
RFG
405
REAP Financial Group
Texas
$63 – – –
TCOV
406
Trust Company of Vermont
Vermont
$60 – – –
EWM
407
Evermay Wealth Management
Virginia
$57 – – –
BIA
408
Bell Investment Advisors
California
$54 -$332 -333 -90%
CWM
409
CarsonAllaria Wealth Management
Illinois
$42 – – –
FCAS
410
First Command Advisory Services
Texas
$37 +$25 +25 New
PA
411
Parallel Advisors
California
$36 -$7.32K -7,339 -100%
DFA
412
DHJJ Financial Advisors
Illinois
$24 – – –
BTI
413
Blue Trust Inc
Georgia
$24 +$16 +16 New
SIC
414
SJS Investment Consulting
Ohio
$23 – – –
RWM
415
Rialto Wealth Management
New York
$15 – – –
DF
416
Dunhill Financial
United Kingdom
$14 – – –
NECFA
417
New England Capital Financial Advisors
Connecticut
$14 – – –
FGC
418
Financial Gravity Companies
Texas
$13 +$9 +9 New
MA
419
MCF Advisors
Kentucky
$8 – – –
GTAM
420
Global Trust Asset Management
Florida
$3 – – –
PA
421
Pineridge Advisors
Missouri
$3 – – –
TIM
422
Tortoise Investment Management
New York
$3 – – –
HWA
423
HHM Wealth Advisors
Tennessee
$2 – – –
HNB
424
Huntington National Bank
Ohio
$1 – – –
HCM
425
Heights Capital Management
California
– -$31.2M -23,091,715 Closed