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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Sonora Investment Management
Arizona
$11.5K – – –
OIA
202
OneDigital Investment Advisors
Kansas
$11K – – –
SFM
203
Signet Financial Management
New Jersey
$10K +$7.92K +250 New
IFAM
204
Institutional & Family Asset Management
Colorado
$9K +$7.6K +240 New
RWA
205
Ropes Wealth Advisors
Massachusetts
$8K – – –
PS
206
Portfolio Solutions
Michigan
$7K – – –
SPIA
207
Steward Partners Investment Advisory
New York
$7K – – –
RE
208
RBC Europe
United Kingdom
$6.72K – – –
VFA
209
Valeo Financial Advisors
Indiana
$6K -$792 -25 -14%
HNB
210
Huntington National Bank
Ohio
$5K +$4.4K +139 New
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$4K – – –
DAM
212
Delta Asset Management
Tennessee
$4K – – –
MFT
213
Moisand Fitzgerald Tamayo
Florida
$4K – – –
TCM
214
Tradewinds Capital Management
Washington
$4K – – –
BCM
215
Blume Capital Management
California
$3K – – –
ADL
216
Asset Dedication LLC
California
$3K +$2.19K +69 New
CHP
217
Cable Hill Partners
Oregon
$2K -$12.7K -400 -89%
RFC
218
Regions Financial Corp
Alabama
$2K – – –
TFA
219
Toth Financial Advisory
Virginia
$2K – – –
LF
220
Lee Financial
Texas
$2K +$1.43K +45 New
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.56K -81 -83%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1K – – –
MWM
223
MinichMacGregor Wealth Management
New York
$1K – – –
HMS
224
Hanseatic Management Services
New Mexico
$1K +$1.04K +33 New
RCM
225
Raging Capital Management
New Jersey
– -$22.4M -950,000 Closed