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Name Holding Trade Value Shares
Change
Change in
Stake
SC
326
Siena Capital
Ohio
$13K – – –
EWM
327
Endurance Wealth Management
Rhode Island
$10K – – –
TWA
328
TCI Wealth Advisors
Arizona
$9K +$1.75K +25 +23%
PCM
329
Penserra Capital Management
California
$9K +$9.72K +139 New
BAM
330
Byrne Asset Management
New Jersey
$8K – – –
CAM
331
ClariVest Asset Management
California
$6K -$437K -6,244 -99%
BWM
332
Baystate Wealth Management
Massachusetts
$6K – – –
CA
333
Clearstead Advisors
Ohio
$6K – – –
EARNEST Partners
334
EARNEST Partners
Georgia
$6K – – –
FWM
335
Focused Wealth Management
New York
$6K – – –
PWMG
336
Prestige Wealth Management Group
New Jersey
$6K – – –
UB
337
UMB Bank
Missouri
$6K – – –
LC
338
Lindbrook Capital
California
$4K -$61.1K -874 -93%
DI
339
Disciplined Investments
Oklahoma
$4K -$420 -6 -9%
PMFA
340
Plante Moran Financial Advisors
Michigan
$4K – – –
TAM
341
Tucker Asset Management
Colorado
$3.26K -$3.5K -50 -50%
JWA
342
JFS Wealth Advisors
Pennsylvania
$3K -$3.64K -52 -50%
CB
343
CNB Bank
Pennsylvania
$3K – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$3K – – –
VNA
345
Valley National Advisers
Pennsylvania
$3K – – –
WWM
346
Wolff Wiese Magana
California
$3K – – –
SC
347
Schubert & Co
Texas
$3K +$1.05K +15 +56%
BIA
348
Bell Investment Advisors
California
$3K +$3.29K +47 New
CFO
349
CVA Family Office
Colorado
$2K -$6.64K -95 -76%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$2K – – –