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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
151
Ascent Wealth Partners
New York
$35K
EA
152
Emerald Advisers
Pennsylvania
$35K
LAIC
153
Lederer & Associates Investment Counsel
California
$35K
AWM
154
Aries Wealth Management
Maine
$34K
CA
155
Centerpoint Advisors
Massachusetts
$28K -$32.6K -8,000 -50%
ASN
156
Advisory Services Network
Georgia
$25K -$3.25K -797 -10%
SIM
157
Sonora Investment Management
Arizona
$23K +$26.1K +6,400 New
US Bancorp
158
US Bancorp
Minnesota
$21K +$8.15K +2,000 +50%
PA
159
Procyon Advisors
Connecticut
$21K +$24.6K +6,050 New
CAN
160
Claraphi Advisory Network
United States
$18K +$20.4K +5,000 New
FMP
161
Financial Management Professionals
Texas
$18K +$20.4K +5,000 New
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$18K +$20.4K +5,000 New
AWM
163
AllSquare Wealth Management
New York
$12K
IA
164
IFP Advisors
Florida
$12K +$4.07K +1,000 +52%
OPS
165
Orion Portfolio Solutions
Nebraska
$12K +$14.4K +3,525 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$11K -$2.12K -520 -15%
RE
167
RBC Europe
United Kingdom
$10.8K +$12.4K +3,050 New
TI
168
tru Independence
Oregon
$9K
CFD
169
Creative Financial Designs
Indiana
$8K -$4.16K -1,020 -32%
VFA
170
Valeo Financial Advisors
Indiana
$8K +$8.15K +2,000 +3,333%
APA
171
American Portfolios Advisors
New York
$7.08K
SF
172
Synovus Financial
Georgia
$7K
SPIA
173
Steward Partners Investment Advisory
New York
$7K +$41 +10 +0.5%
PFO
174
Pathstone Family Office
New Jersey
$7K +$7.94K +1,950 New
Bank Julius Baer & Co
175
Bank Julius Baer & Co
Switzerland
$7K +$8.06K +1,979 New