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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
501
J. Safra Asset Management
New York
$32K – – –
AIS
502
Accurate Investment Solutions
Pennsylvania
$31K +$155 +1 +0.5%
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
OSNBOA
504
Old Second National Bank of Aurora
Illinois
$30K – – –
QCG
505
Quadrant Capital Group
Ohio
$29K -$773 -5 -2%
AssetMark Inc
506
AssetMark Inc
California
$28K – – –
SAMC
507
Shinko Asset Management Company
Japan
$26K – – –
PMFA
508
Plante Moran Financial Advisors
Michigan
$25K – – –
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
PHK
510
Point72 Hong Kong
Hong Kong
$19K -$46.4K -300 -71%
PCP
511
Proficio Capital Partners
Massachusetts
$17K -$2.16K -14 -11%
DAM
512
Delta Asset Management
Tennessee
$15K – – –
EFSCE
513
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
CIM
514
Contravisory Investment Management
Massachusetts
$15K +$15.6K +101 New
PFBT
515
Parkside Financial Bank & Trust
Missouri
$14K -$155 -1 -1%
WA
516
WealthTrust-Arizona
Arizona
$14K – – –
VCM
517
Versant Capital Management
Arizona
$12K -$1.85K -12 -12%
DBT
518
Dubuque Bank & Trust
Iowa
$9K – – –
VIA
519
Vantage Investment Advisors
Pennsylvania
$9K – – –
S
520
SignatureFD
Georgia
$9K +$2.78K +18 +46%
JFA
521
JNBA Financial Advisors
Minnesota
$9K +$8.81K +57 New
KF
522
Krilogy Financial
Missouri
$8K – – –
ZB
523
Zions Bancorporation
Utah
$8K +$7.73K +50 New
CS
524
Credential Securities
$7.29K +$6.64K +43 +860%
AOWM
525
Alpha Omega Wealth Management
Virginia
$7K – – –