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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
601
Capital Advisors Ltd
Ohio
$59K – – –
GLI
602
Guardian Life Insurance
New York
$56K +$8.58K +164 +20%
PCM
603
Poehling Capital Management
Wisconsin
$54K – – –
MIFH
604
Migdal Insurance & Financial Holdings
Israel
$48K -$3.04K -58 -6%
VFA
605
Valeo Financial Advisors
Indiana
$46K -$84.8K -1,621 -67%
JFA
606
JNBA Financial Advisors
Minnesota
$45K – – –
OC
607
Oakworth Capital
Alabama
$45K – – –
KA
608
Kaizen Advisory
Illinois
$45K +$23.3K +445 +129%
IDBONY
609
Israel Discount Bank of New York
New York
$42K – – –
AIL
610
AGF Investments LLC
Ontario, Canada
$40K +$36.3K +693 New
AF
611
Allworth Financial
California
$38K +$24.2K +463 +228%
AAP
612
Arax Advisory Partners
Colorado
$37K +$3.09K +59 +10%
BWA
613
Burt Wealth Advisors
Maryland
$36K – – –
STA
614
Summit Trail Advisors
New York
$36K +$32.8K +626 New
Bessemer Group
615
Bessemer Group
New Jersey
$34K -$8.9K -170 -22%
SFG
616
SevenBridge Financial Group
Pennsylvania
$34K +$1.36K +26 +5%
CCM
617
Covington Capital Management
California
$33K – – –
TCOV
618
Trust Company of Vermont
Vermont
$33K +$8.37K +160 +38%
RCAG
619
Rehmann Capital Advisory Group
Michigan
$32.6K +$366 +7 +1%
RFC
620
Regions Financial Corp
Alabama
$31K +$6.59K +126 +30%
GI
621
Gradient Investments
Minnesota
$30K – – –
WIM
622
Westside Investment Management
California
$28.7K +$15.7K +300 +150%
MIM
623
Macroview Investment Management
Maryland
$28K +$23.8K +455 +1,300%
FPFS
624
First Personal Financial Services
North Carolina
$27K – – –
MWM
625
Mascoma Wealth Management
New Hampshire
$27K – – –