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Name Holding Trade Value Shares
Change
Change in
Stake
BC
351
Bartlett & Co
Ohio
$19K
PA
352
Parallel Advisors
California
$19K +$302 +6 +2%
TDC
353
Thompson Davis & Co
Virginia
$18K -$1.11K -22 -6%
FPFS
354
First Personal Financial Services
North Carolina
$17K -$27.5K -547 -60%
AIM
355
Advantage Investment Management
Iowa
$17K
AIM
356
Arcadia Investment Management
Michigan
$17K
FC
357
Ferris Capital
Massachusetts
$17K
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$17K +$302 +6 +2%
SF
359
Synovus Financial
Georgia
$17K +$654 +13 +4%
VIA
360
Vantage Investment Advisors
Pennsylvania
$16K
WF
361
WealthTrust Fairport
Ohio
$16K
BWM
362
BerganKDV Wealth Management
Minnesota
$15K +$16K +318 New
BGIM
363
Brandywine Global Investment Management
Pennsylvania
$14K
HMS
364
Hanseatic Management Services
New Mexico
$14K
EDRH
365
Edmond de Rothschild Holding
Switzerland
$13K -$438K -8,717 -97%
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$13K -$44.8K -890 -76%
CHC
367
City Holding Co
West Virginia
$13K
IP
368
Intellectus Partners
California
$12K -$49.6K -987 -79%
CA
369
Crewe Advisors
Utah
$12K
GCM
370
Gables Capital Management
Florida
$12K +$12.7K +252 New
BBHC
371
Brown Brothers Harriman & Co
New York
$11K
CFA
372
Carroll Financial Associates
North Carolina
$11K
AWM
373
Aevitas Wealth Management
Massachusetts
$10K
OIA
374
OneDigital Investment Advisors
Kansas
$10K
PGWM
375
Parisi Gray Wealth Management
New Jersey
$10K