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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$2K
SAM
202
Synergy Asset Management
Washington
$1.84K +$2.06K +58 New
SIC
203
Salem Investment Counselors
North Carolina
$1.74K
TPCW
204
TD Private Client Wealth
New York
$1.74K
AFG
205
Albion Financial Group
Utah
$1.63K +$1.53K +43 New
NC
206
NewSquare Capital
Pennsylvania
$1.59K +$1.49K +42 New
CPG
207
Cornerstone Planning Group
New Jersey
$1.52K +$710 +20 +105%
TFA
208
Toth Financial Advisory
Virginia
$1.51K
CAS
209
Coppell Advisory Solutions
Texas
$1.5K
MAS
210
MPWM Advisory Solutions
Georgia
$1.28K +$1.21K +34 New
Kayne Anderson Rudnick Investment Management
211
Kayne Anderson Rudnick Investment Management
California
$1.25K
ZB
212
Zions Bancorporation
Utah
$1.13K -$1.53K -43 -59%
WAS
213
Winch Advisory Services
Wisconsin
$1.11K +$1.03K +29 New
LIS
214
Legacy Investment Solutions
Idaho
$1.03K +$958 +27 New
LWMI
215
Legacy Wealth Management (Idaho)
Idaho
$1.03K +$958 +27 New
CA
216
Continuum Advisory
Idaho
$1.02K
GKIM
217
GW&K Investment Management
Massachusetts
$1K
PS
218
Principal Securities
Iowa
$983
CTWM
219
Cherry Tree Wealth Management
Minnesota
$907 +$852 +24 New
DRP
220
Decker Retirement Planning
Utah
$831 +$781 +22 New
Barclays
221
Barclays
United Kingdom
$756 -$213K -6,000 -100%
PWA
222
Provenance Wealth Advisors
Florida
$718
HNB
223
Huntington National Bank
Ohio
$605 -$1.21K -34 -68%
SPIA
224
Steward Partners Investment Advisory
New York
$605 +$568 +16 New
TWD
225
True Wealth Design
Ohio
$530 +$71 +2 +17%