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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
301
Harvest Fund Management
China
$23K
PCM
302
Peregrine Capital Management
Minnesota
$21K
HWA
303
Heritage Wealth Advisors
Virginia
$20.6K -$9.8K -150 -32%
PMAS
304
PNC Managed Account Solutions
Texas
$20K +$21K +322 New
MSFP
305
Mark Sheptoff Financial Planning
Connecticut
$19K
CPWM
306
Cypress Point Wealth Management
Texas
$19K +$19.6K +300 New
BCA
307
Berman Capital Advisors
Georgia
$18K -$392 -6 -2%
AIG
308
American International Group
New York
$17.8K -$558K -8,537 -3%
AFS
309
Annapolis Financial Services
Maryland
$17K
ST
310
Smithfield Trust
Pennsylvania
$16K
GAM
311
Gemmer Asset Management
California
$15K
GRP
312
Global Retirement Partners
California
$14K -$131 -2 -0.9%
OC
313
Oakworth Capital
Alabama
$13K
MAM
314
Meeder Asset Management
Ohio
$13K +$3.79K +58 +39%
ASN
315
Advisory Services Network
Georgia
$13K +$13.1K +200 New
Schroder Investment Management Group
316
Schroder Investment Management Group
United Kingdom
$9K -$8.63K -132 -47%
EWM
317
Endurance Wealth Management
Rhode Island
$9K
CFO
318
CVA Family Office
Colorado
$8K +$7.52K +115 +1,150%
TWA
319
TCI Wealth Advisors
Arizona
$7K +$2.09K +32 +41%
CA
320
Clearstead Advisors
Ohio
$6K -$14.1K -215 -71%
FWM
321
Focused Wealth Management
New York
$6K
PSIWM
322
Paradigm Strategies in Wealth Management
Minnesota
$6K
PWMG
323
Prestige Wealth Management Group
New Jersey
$6K
IA
324
IFP Advisors
Florida
$6K +$4.64K +71 +323%
EARNEST Partners
325
EARNEST Partners
Georgia
$5K