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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$4.72K +$1.66K +530 +54%
PWA
377
Physician Wealth Advisors
Utah
$3.74K +$500 +160 +16%
TFA
378
Toth Financial Advisory
Virginia
$3.3K +$1.56K +500 +91%
NRG
379
Nemes Rush Group
Michigan
$3.14K – – –
FC
380
Financial Consulate
Maryland
$3.11K +$2.15K +686 +225%
MIP
381
Mondrian Investment Partners
United Kingdom
$2.58K -$126K -40,151 -98%
RWM
382
Raffa Wealth Management
District of Columbia
$2.44K +$891 +285 +58%
MNA
383
Manning & Napier Advisors
New York
$2.44K -$3.58M -1,143,682 -100%
IAS
384
IMA Advisory Services
Colorado
$1.99K +$678 +217 +52%
GEA
385
Glen Eagle Advisors
New Jersey
$1.98K +$1.97K +631 New
JWA
386
JFS Wealth Advisors
Pennsylvania
$1.66K -$63 -20 -4%
VCM
387
Versant Capital Management
Arizona
$1.66K +$1.65K +529 New
BIA
388
Bell Investment Advisors
California
$1.61K – – –
CFM
389
Cornerstone Financial Management
Massachusetts
$1.58K +$1.01K +323 +178%
BFPW
390
BOK Financial Private Wealth
Colorado
$1.48K +$1.47K +469 New
MB
391
MidFirst Bank
Oklahoma
$1.18K – – –
KG
392
Kilter Group
New York
$1K +$1K +320 New
SWM
393
SHP Wealth Management
Massachusetts
$939 – – –
DWM
394
Dogwood Wealth Management
Kansas
$933 -$1.07K -341 -53%
SIC
395
SJS Investment Consulting
Ohio
$817 +$813 +260 New
LI
396
LRI Investments
Florida
$524 +$522 +167 New
HI
397
Horizon Investments
North Carolina
$449 -$491 -157 -52%
FG
398
Fairman Group
Pennsylvania
$370 – – –
CSC
399
Caldwell Sutter Capital
California
$349 – – –
MFS
400
Montgomery Financial Services
Maryland
$314 +$313 +100 New