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Name Holding Trade Value Shares
Change
Change in
Stake
GLI
601
Guardian Life Insurance
New York
$56K +$8.58K +164 +20%
PCM
602
Poehling Capital Management
Wisconsin
$54K
MIFH
603
Migdal Insurance & Financial Holdings
Israel
$48K -$3.04K -58 -6%
VFA
604
Valeo Financial Advisors
Indiana
$46K -$84.8K -1,621 -67%
JFA
605
JNBA Financial Advisors
Minnesota
$45K
OC
606
Oakworth Capital
Alabama
$45K
KA
607
Kaizen Advisory
Illinois
$45K +$23.3K +445 +129%
IDBONY
608
Israel Discount Bank of New York
New York
$42K
AF
609
Allworth Financial
California
$38K +$24.2K +463 +228%
AAP
610
Arax Advisory Partners
Colorado
$37K +$3.09K +59 +10%
BWA
611
Burt Wealth Advisors
Maryland
$36K
STA
612
Summit Trail Advisors
New York
$36K +$32.8K +626 New
Bessemer Group
613
Bessemer Group
New Jersey
$34K -$8.9K -170 -22%
SFG
614
SevenBridge Financial Group
Pennsylvania
$34K +$1.36K +26 +5%
CCM
615
Covington Capital Management
California
$33K
TCOV
616
Trust Company of Vermont
Vermont
$33K +$8.37K +160 +38%
RCAG
617
Rehmann Capital Advisory Group
Michigan
$32.6K +$366 +7 +1%
RFC
618
Regions Financial Corp
Alabama
$31K +$6.59K +126 +30%
GI
619
Gradient Investments
Minnesota
$30K
WIM
620
Westside Investment Management
California
$28.7K +$15.7K +300 +150%
MIM
621
Macroview Investment Management
Maryland
$28K +$23.8K +455 +1,300%
FPFS
622
First Personal Financial Services
North Carolina
$27K
MWM
623
Mascoma Wealth Management
New Hampshire
$27K
AW
624
Alpha Windward
Massachusetts
$26K +$3.82K +73 +19%
TWA
625
TCI Wealth Advisors
Arizona
$25K +$3.77K +72 +20%