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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
801
Front Row Advisors
California
$44K +$18.6K +350 +88%
AWA
802
Arkadios Wealth Advisors
Georgia
$42.8K +$38.3K +722 New
NPP
803
New Potomac Partners
Maryland
$42K
SBL
804
Sargent Bickham Lagudis
Colorado
$42K +$19.1K +360 +100%
GI
805
Gradient Investments
Minnesota
$41K -$1.78M -33,505 -98%
CFB
806
Cullen/Frost Bankers
Texas
$41K
HCA
807
Horan Capital Advisors
Ohio
$41K
AIP
808
Ameritas Investment Partners
Nebraska
$39K
TPWA
809
TRUE Private Wealth Advisors
Oregon
$39K +$35.5K +669 New
POIA
810
Pin Oak Investment Advisors
Texas
$38K -$18.8K -355 -35%
GWS
811
Glassman Wealth Services
Virginia
$37K
CB
812
CNB Bank
Pennsylvania
$36K -$4.19K -79 -11%
M
813
Mirova
France
$34K -$23.2M -436,826 -100%
AWMS
814
Advocacy Wealth Management Services
Georgia
$34K -$10.7K -202 -26%
TL
815
TrueWealth LLC
Georgia
$33K
TFS
816
TrustCore Financial Services
Tennessee
$32K
CFG
817
Citizens Financial Group
Rhode Island
$31K
MA
818
MUFG Americas
New York
$31K
EP
819
Eudaimonia Partners
Tennessee
$30K +$27.3K +514 New
OIA
820
Optimum Investment Advisors
Illinois
$29K -$37.1K -700 -58%
HR
821
Howe & Rusling
New York
$29K
MSFP
822
Mark Sheptoff Financial Planning
Connecticut
$29K
MAM
823
Meeder Asset Management
Ohio
$27K
OPS
824
Orion Portfolio Solutions
Nebraska
$27K +$25K +472 New
PFGIA
825
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$106 +2 +0.4%