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Name Holding Trade Value Shares
Change
Change in
Stake
GEA
301
Glen Eagle Advisors
New Jersey
$25.7K
AIM
302
Arcadia Investment Management
Michigan
$25K
NL
303
NKCFO LLC
Illinois
$23K +$25K +1,750 New
ALAM
304
Asahi Life Asset Management
Japan
$23K +$25.4K +1,776 New
MOS
305
MGO One Seven
Ohio
$23K +$25.4K +1,779 New
SF
306
Synovus Financial
Georgia
$22K
OIA
307
Optimum Investment Advisors
Illinois
$20K
MWC
308
MKD Wealth Coaches
Michigan
$20K +$21.4K +1,500 New
PA
309
Parallel Advisors
California
$19K +$2.8K +196 +16%
LFA
310
Legacy Financial Advisors
Kentucky
$18K +$4.96K +347 +35%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$17K +$5K +350 +37%
GRP
312
Global Retirement Partners
California
$16K -$1.66K -116 -9%
WANY
313
Wealthspire Advisors (New York)
New York
$16K +$17.7K +1,235 New
VFA
314
Valeo Financial Advisors
Indiana
$13K -$43 -3 -0.3%
FA
315
Fortis Advisors
Pennsylvania
$13K
NSIM
316
North Star Investment Management
Illinois
$13K
OIA
317
OneDigital Investment Advisors
Kansas
$13K
AIC
318
Archer Investment Corporation
Indiana
$13K +$14.3K +1,000 New
KPW
319
Kore Private Wealth
New York
$13K +$14.3K +1,000 New
MWC
320
MBM Wealth Consultants
Missouri
$13K +$14.3K +1,000 New
EFSCE
321
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
WHG
322
Westwood Holdings Group
Texas
$11K -$19.7K -1,378 -61%
CAW
323
Cornerstone Advisors (Washington)
Washington
$11K +$1.54K +108 +15%
IBOK
324
Independence Bank of Kentucky
Kentucky
$9K
JCM
325
Jacobi Capital Management
Pennsylvania
$9K