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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
301
Private Capital Group
Connecticut
$7K +$695 +14 +14%
ST
302
Smithfield Trust
Pennsylvania
$7K +$6.21K +125 New
JPLA
303
Joseph P. Lucia & Associates
New York
$6K – – –
LWA
304
Lenox Wealth Advisors
New York
$6K – – –
SBL
305
Sargent Bickham Lagudis
Colorado
$6K – – –
SWM
306
Sugarloaf Wealth Management
Georgia
$6K – – –
AS
307
Altshuler Shaham
Israel
$6K +$4.87K +98 New
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$6K +$4.96K +100 New
ZB
309
Zions Bancorporation
Utah
$5K – – –
BCA
310
Berman Capital Advisors
Georgia
$5K +$1.49K +30 +41%
EW
311
Evoke Wealth
California
$5K +$4.57K +92 New
RWM
312
Raffa Wealth Management
District of Columbia
$4.55K -$1.24K -25 -24%
AWM
313
Atticus Wealth Management
Florida
$4K +$1.44K +29 +59%
PA
314
Parallel Advisors
California
$3K -$50 -1 -2%
CMA
315
Cedar Mountain Advisors
Oregon
$3K – – –
WEC
316
Winslow Evans & Crocker
Massachusetts
$3K – – –
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$50 +1 +2%
ACM
318
AUA Capital Management
Pennsylvania
$3K +$2.48K +50 New
PFBT
319
Parkside Financial Bank & Trust
Missouri
$2K -$397 -8 -20%
EARNEST Partners
320
EARNEST Partners
Georgia
$2K – – –
TFO
321
Tarbox Family Office
California
$2K – – –
MAM
322
Meeder Asset Management
Ohio
$2K +$496 +10 +33%
OPS
323
Orion Portfolio Solutions
Nebraska
$2K +$496 +10 +33%
SWA
324
Sutton Wealth Advisors
Florida
$1.04K – – –
BFC
325
Bedel Financial Consulting
Indiana
$1K +$844 +17 New