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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
201
Winslow Evans & Crocker
Massachusetts
$14K
AAM
202
Advisors Asset Management
Colorado
$14K +$2.98K +40 +28%
PWPS
203
Pinnacle Wealth Planning Services
Ohio
$13K +$12.5K +168 New
TWA
204
TCI Wealth Advisors
Arizona
$12K
PA
205
Parallel Advisors
California
$11K +$1.42K +19 +16%
GAM
206
Gemmer Asset Management
California
$10K
Federated Hermes
207
Federated Hermes
Pennsylvania
$10K +$7.98K +107 +594%
FPS
208
Fieldpoint Private Securities
Connecticut
$8K +$7.46K +100 New
QCG
209
Quadrant Capital Group
Ohio
$7K +$373 +5 +6%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$6K +$4.48K +60 +300%
TFO
211
Tarbox Family Office
California
$4K
VNA
212
Valley National Advisers
Pennsylvania
$4K
APA
213
American Portfolios Advisors
New York
$3.21K
CFGS
214
Concourse Financial Group Securities
Alabama
$3K -$7.76K -104 -74%
CWC
215
Carolinas Wealth Consulting
North Carolina
$3K -$597 -8 -16%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$3K
VCM
217
Versant Capital Management
Arizona
$2K
BCA
218
Berman Capital Advisors
Georgia
$2K +$597 +8 +28%
HWA
219
Heritage Wealth Advisors
Virginia
$2K +$1.79K +24 New
EI
220
Ellevest Inc
New York
$1K -$671 -9 -32%
BWA
221
BDO Wealth Advisors
Florida
$1K
LC
222
Lindbrook Capital
California
$1K +$75 +1 +10%
Franklin Resources
223
Franklin Resources
California
-$32.6M -461,855 Closed
CCM
224
Channing Capital Management
Illinois
-$22.1M -312,716 Closed
IECM
225
Intrinsic Edge Capital Management
Illinois
-$2.48M -35,091 Closed