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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$5K
IBOK
502
Independence Bank of Kentucky
Kentucky
$5K +$4.72K +101 New
EARNEST Partners
503
EARNEST Partners
Georgia
$5K +$5.38K +115 New
FMTCOCP
504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.73K
AFNAS
505
American Financial Network Advisory Services
California
$4K -$6.26K -134 -64%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$4K
PMFA
507
Plante Moran Financial Advisors
Michigan
$4K
QAM
508
QCI Asset Management
New York
$4K
RCG
509
Ruggie Capital Group
Florida
$4K
CI Investments Inc
510
CI Investments Inc
Ontario, Canada
$4K +$1.78K +38 +79%
VFA
511
Valeo Financial Advisors
Indiana
$4K +$2.43K +52 +186%
TG
512
TLP Group
Illinois
$4K +$3.83K +82 New
PW
513
Price Wealth
Texas
$4K +$4.16K +89 New
TFO
514
Tarbox Family Office
California
$3K -$140 -3 -5%
GBT
515
Grove Bank & Trust
Florida
$3K
IWM
516
IHT Wealth Management
Illinois
$3K +$654 +14 +27%
TFS
517
TrustCore Financial Services
Tennessee
$3K +$2.81K +60 New
SSB
518
Sandy Spring Bank
Maryland
$3K +$2.85K +61 New
MSA
519
Marino Stram & Associates
Massachusetts
$3K +$3.27K +70 New
SWA
520
Sutton Wealth Advisors
Florida
$2.9K
SIM
521
Sonora Investment Management
Arizona
$2.47K
BWA
522
Burt Wealth Advisors
Maryland
$2K
CIM
523
Contravisory Investment Management
Massachusetts
$2K
EA
524
Edge Advisors
Georgia
$2K
MRCM
525
M&R Capital Management
New Jersey
$2K