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Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
851
Baron Silver Stevens Financial Advisors
Florida
$13K +$12.5K +40 New
Loomis, Sayles & Company
852
Loomis, Sayles & Company
Massachusetts
$12K +$10.9K +35 New
AP
853
Arlington Partners
Alabama
$11K +$10.3K +33 New
TPCW
854
TD Private Client Wealth
New York
$10.5K +$2.19K +7 +29%
ME
855
McIlrath & Eck
Washington
$10K – – –
AssetMark Inc
856
AssetMark Inc
California
$10K +$9.37K +30 New
TFS
857
TrustCore Financial Services
Tennessee
$10K +$9.37K +30 New
VAIA
858
Virtus Alternative Investment Advisers
Connecticut
$8K -$7.19K -23 -49%
PMFA
859
Plante Moran Financial Advisors
Michigan
$8K -$6.25K -20 -44%
AL
860
ADE LLC
Maryland
$8K +$7.5K +24 New
OSNBOA
861
Old Second National Bank of Aurora
Illinois
$7K -$6.25K -20 -50%
LWANC
862
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K -$3.13K -10 -33%
WAS
863
Winch Advisory Services
Wisconsin
$6K -$4.06K -13 -43%
BWM
864
Baystate Wealth Management
Massachusetts
$6K – – –
JWA
865
JFS Wealth Advisors
Pennsylvania
$6K – – –
FWM
866
Focused Wealth Management
New York
$5K -$9.37K -30 -68%
BWM
867
BerganKDV Wealth Management
Minnesota
$5K – – –
TPWA
868
TRUE Private Wealth Advisors
Oregon
$5K – – –
JCM
869
Jacobi Capital Management
Pennsylvania
$4K – – –
PWMG
870
Prestige Wealth Management Group
New Jersey
$4K – – –
BHWM
871
Bay Harbor Wealth Management
Maryland
$4K +$3.44K +11 New
LAS
872
Lloyd Advisory Services
Georgia
$4K +$3.44K +11 New
CWP
873
Concord Wealth Partners
Virginia
$4K +$3.75K +12 New
AA
874
AlphaMark Advisors
Kentucky
$4K +$4.06K +13 New
KFS
875
Kelly Financial Services
Massachusetts
$3.05K +$2.81K +9 New