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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
376
Liberty Wealth Management
California
$34K +$7.29K +124 +26%
NNP
377
Nachman Norwood & Parrott
South Carolina
$34K +$35.1K +596 New
FPFS
378
First Personal Financial Services
North Carolina
$32K -$1.71K -29 -5%
FNBOSM
379
First National Bank of South Miami
Florida
$32K +$16.1K +273 +100%
HFRG
380
Houlihan Financial Resource Group
Virginia
$32K +$29.1K +494 New
OIA
381
Optimum Investment Advisors
Illinois
$29K
POIA
382
Pin Oak Investment Advisors
Texas
$29K
CG
383
Cutler Group
California
$28K +$29.2K +496 New
VCM
384
Vigilant Capital Management
Maine
$28K +$29.2K +497 New
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$5.41K -92 -16%
NEAM
386
New England Asset Management
Connecticut
$26K
LC
387
Lindbrook Capital
California
$26K +$412 +7 +2%
NFG
388
Next Financial Group
Texas
$25K +$25.5K +433 New
CT
389
Clearstead Trust
Maine
$24K
OAJ
390
Ogorek Anthony Joseph
New York
$24K
WT
391
Washington Trust
Rhode Island
$23K -$32.1K -546 -58%
PFS
392
Prospera Financial Services
Texas
$23K +$23.5K +400 New
CSPIA
393
Cary Street Partners Investment Advisory
Virginia
$23K +$23.8K +405 New
FFA
394
Founders Financial Alliance
North Carolina
$22K +$23.3K +396 New
NSIM
395
North Star Investment Management
Illinois
$21K
CI
396
CX Institutional
Indiana
$20K +$1.71K +29 +9%
MAM
397
Magellan Asset Management
Australia
$20K +$21.1K +359 New
FCA
398
FinTrust Capital Advisors
South Carolina
$19K +$5.29K +90 +38%
JCM
399
Jacobi Capital Management
Pennsylvania
$18K -$1.12K -19 -6%
CHAM
400
Clear Harbor Asset Management
Connecticut
$17.3K +$17.9K +304 New