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Name Holding Trade Value Shares
Change
Change in
Stake
SLF
526
Sun Life Financial
Ontario, Canada
$23K +$158 +1 +0.6%
Loomis, Sayles & Company
527
Loomis, Sayles & Company
Massachusetts
$23K +$2.21K +14 +10%
KA
528
Kaizen Advisory
Illinois
$23K +$2.69K +17 +12%
FRA
529
Front Row Advisors
California
$21K – – –
SFSIG
530
San Francisco Sentry Investment Group
California
$21K +$791 +5 +4%
BHWM
531
Bay Harbor Wealth Management
Maryland
$19K +$20.6K +130 New
RWA
532
River Wealth Advisors
Pennsylvania
$18K – – –
DSC
533
Duncker Streett & Co
Missouri
$17K – – –
Rockefeller Capital Management
534
Rockefeller Capital Management
New York
$16K – – –
TNBTD
535
Trustmark National Bank Trust Department
Mississippi
$16K – – –
BAM
536
Barrett Asset Management
New York
$15K – – –
ER
537
Enlightenment Research
Florida
$15K +$15.8K +100 New
TL
538
TrueWealth LLC
Georgia
$14K – – –
VAIA
539
Virtus Alternative Investment Advisers
Connecticut
$14K – – –
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
PCFFS
541
Pacific Center for Financial Services
California
$12K – – –
LC
542
Lindbrook Capital
California
$12K +$13.9K +88 New
MOS
543
MGO One Seven
Ohio
$10K -$287K -1,815 -96%
FPFS
544
First Personal Financial Services
North Carolina
$10K -$791 -5 -7%
QCG
545
Quadrant Capital Group
Ohio
$10K – – –
JA
546
JOYN Advisors
Georgia
$10K +$4.75K +30 +79%
GRP
547
Global Retirement Partners
California
$9K -$13.8K -87 -59%
VCM
548
Versant Capital Management
Arizona
$9K – – –
S
549
SignatureFD
Georgia
$7K -$6.01K -38 -46%
CFA
550
Carroll Financial Associates
North Carolina
$7K -$158 -1 -2%