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Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
CX Institutional
Indiana
$16K +$2.54K +17 +17%
AIM
502
AIA Investment Management
Singapore
$15K +$16K +107 New
PM
503
Precept Management
Texas
$14K -$4.92M -32,900 -100%
EWA
504
Evolution Wealth Advisors
Florida
$14K -$3.74K -25 -20%
SIC
505
Salem Investment Counselors
North Carolina
$14K – – –
VFA
506
Valeo Financial Advisors
Indiana
$14K +$1.35K +9 +11%
CDIA
507
Capital Directions Investment Advisors
Georgia
$13K – – –
GRP
508
Global Retirement Partners
California
$11K +$12.3K +82 New
AIL
509
AGF Investments LLC
Ontario, Canada
$10K +$598 +4 +6%
TAIM
510
TD Ameritrade Investment Management
Nebraska
$10K +$2.39K +16 +29%
KPW
511
Kore Private Wealth
New York
$10K +$6.43K +43 +159%
VCM
512
Vigilant Capital Management
Maine
$10K +$10.5K +70 New
LWA
513
Lenox Wealth Advisors
New York
$10K +$10.9K +73 New
EARNEST Partners
514
EARNEST Partners
Georgia
$9K – – –
BCA
515
Berman Capital Advisors
Georgia
$8K – – –
SWM
516
Sugarloaf Wealth Management
Georgia
$8K – – –
PFBT
517
Parkside Financial Bank & Trust
Missouri
$8K +$1.05K +7 +15%
BWA
518
BDO Wealth Advisors
Florida
$8K +$8.08K +54 New
LC
519
Lindbrook Capital
California
$7K +$1.35K +9 +21%
PCTC
520
Perkins Coie Trust Company
Washington
$7K +$7.03K +47 New
BWP
521
Baldwin Wealth Partners
Massachusetts
$7K +$7.93K +53 New
FRA
522
Front Row Advisors
California
$6K -$1.5K -10 -19%
TI
523
tru Independence
Oregon
$6K – – –
PW
524
Price Wealth
Texas
$6K +$5.38K +36 +400%
JSC
525
Jackson Square Capital
California
$5K -$5.98K -40 -53%