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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$1.53K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$1.42K
SPIA
303
Steward Partners Investment Advisory
New York
$1.17K
CT
304
Clearstead Trust
Maine
$1.11K +$1.02K +40 New
AGWCA
305
Annis Gardner Whiting Capital Advisors
Florida
$1.03K +$943 +37 New
PMAM
306
Picton Mahoney Asset Management
Ontario, Canada
$1K
LFG
307
Larson Financial Group
Missouri
$694 +$637 +25 New
KG
308
Kilter Group
New York
$639 +$586 +23 New
SWP
309
Strategic Wealth Partners
Ohio
$574 +$535 +21 New
IA
310
IFP Advisors
Florida
$555 +$510 +20 New
JWA
311
JFS Wealth Advisors
Pennsylvania
$500 +$51 +2 +13%
PA
312
Parallel Advisors
California
$416 -$611 -24 -62%
NC
313
NewSquare Capital
Pennsylvania
$278
HNB
314
Huntington National Bank
Ohio
$250 -$31.1K -1,222 -99%
FFO
315
Fortitude Family Office
Arizona
$250 +$229 +9 New
AWM
316
Abound Wealth Management
Tennessee
$167
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$167 +$102 +4 +200%
RWM
318
Rialto Wealth Management
New York
$112 +$102 +4 New
SIC
319
SJS Investment Consulting
Ohio
$84 -$229 -9 -75%
HIA
320
HFM Investment Advisors
New Jersey
$83 +$51 +2 +200%
SIS
321
Strategic Investment Solutions
Illinois
$57 -$25.5K -1,000 -100%
BHWM
322
Bay Harbor Wealth Management
Maryland
$55 +$25 +1 +100%
PWM
323
Parkworth Wealth Management
California
$28
OAM
324
Oberweis Asset Management
Illinois
-$15.8M -609,400 Closed
DSA
325
Davis Selected Advisers
Arizona
-$15.1M -581,691 Closed