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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$17.8K – – –
ADL
802
Asset Dedication LLC
California
$17K – – –
GM
803
GeoWealth Management
Illinois
$17K +$2K +11 +15%
CAC
804
Core Alternative Capital
Georgia
$16.9K +$4.18K +23 +39%
SIC
805
Salem Investment Counselors
North Carolina
$16.5K – – –
EARNEST Partners
806
EARNEST Partners
Georgia
$15.5K – – –
GIA
807
GHP Investment Advisors
Colorado
$15.5K – – –
AWM
808
Accel Wealth Management
Iowa
$15.3K – – –
MC
809
Moors & Cabot
Massachusetts
$14.5K +$12.7K +70 New
SIS
810
Sound Income Strategies
Florida
$13.6K – – –
AF
811
Advisornet Financial
Minnesota
$13.4K +$9.46K +52 +400%
OA
812
Operose Advisors
Wisconsin
$13.4K +$11.8K +65 New
NHT
813
New Hampshire Trust
New Hampshire
$13K – – –
GEA
814
Glen Eagle Advisors
New Jersey
$12K -$2.55K -14 -19%
BWM
815
Baystate Wealth Management
Massachusetts
$11.8K +$8.55K +47 +470%
RI
816
Ridgewood Investments
New Jersey
$11.6K +$10.2K +56 New
JWM
817
Janiczek Wealth Management
Colorado
$11.4K -$910 -5 -8%
IGWM
818
ICA Group Wealth Management
Colorado
$11.4K -$52.9K -291 -84%
HWA
819
Heritage Wealth Advisors
Virginia
$11.4K – – –
CAL
820
Capital Advisors Ltd
Ohio
$11K +$1.64K +9 +21%
NFSG
821
Newbridge Financial Services Group
Florida
$10.7K – – –
CT
822
Caldwell Trust
Florida
$10.3K – – –
WT
823
Washington Trust
Rhode Island
$10.1K +$1.27K +7 +17%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$8.68K – – –
CCP
825
Carmel Capital Partners
California
$8.68K +$7.64K +42 New