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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
851
Loomis, Sayles & Company
Massachusetts
$12K +$10.9K +35 New
AP
852
Arlington Partners
Alabama
$11K +$10.3K +33 New
TPCW
853
TD Private Client Wealth
New York
$10.5K +$2.19K +7 +29%
ME
854
McIlrath & Eck
Washington
$10K
AssetMark Inc
855
AssetMark Inc
California
$10K +$9.37K +30 New
TFS
856
TrustCore Financial Services
Tennessee
$10K +$9.37K +30 New
VAIA
857
Virtus Alternative Investment Advisers
Connecticut
$8K -$7.19K -23 -49%
PMFA
858
Plante Moran Financial Advisors
Michigan
$8K -$6.25K -20 -44%
AL
859
ADE LLC
Maryland
$8K +$7.5K +24 New
OSNBOA
860
Old Second National Bank of Aurora
Illinois
$7K -$6.25K -20 -50%
LWANC
861
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K -$3.13K -10 -33%
WAS
862
Winch Advisory Services
Wisconsin
$6K -$4.06K -13 -43%
BWM
863
Baystate Wealth Management
Massachusetts
$6K
JWA
864
JFS Wealth Advisors
Pennsylvania
$6K
FWM
865
Focused Wealth Management
New York
$5K -$9.37K -30 -68%
BWM
866
BerganKDV Wealth Management
Minnesota
$5K
TPWA
867
TRUE Private Wealth Advisors
Oregon
$5K
JCM
868
Jacobi Capital Management
Pennsylvania
$4K
PWMG
869
Prestige Wealth Management Group
New Jersey
$4K
BHWM
870
Bay Harbor Wealth Management
Maryland
$4K +$3.44K +11 New
LAS
871
Lloyd Advisory Services
Georgia
$4K +$3.44K +11 New
CWP
872
Concord Wealth Partners
Virginia
$4K +$3.75K +12 New
AA
873
AlphaMark Advisors
Kentucky
$4K +$4.06K +13 New
KFS
874
Kelly Financial Services
Massachusetts
$3.05K +$2.81K +9 New
CA
875
Centerpoint Advisors
Massachusetts
$3K -$3.13K -10 -50%