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Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
Lindbrook Capital
California
$35K -$12.3K -178 -23%
AA
402
Ancora Advisors
Ohio
$32K
OAJ
403
Ogorek Anthony Joseph
New York
$30K
POIA
404
Pin Oak Investment Advisors
Texas
$30K
WT
405
Washington Trust
Rhode Island
$30K +$832 +12 +2%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$29.1K -$21.1K -304 -38%
BC
407
Bartlett & Co
Ohio
$29K -$21.1K -304 -38%
GWS
408
Glassman Wealth Services
Virginia
$29K -$5.55K -80 -14%
SC
409
SouthState Corp
Florida
$28K -$486 -7 -1%
OC
410
Oakworth Capital
Alabama
$28K
KFI
411
Key Financial Inc
Pennsylvania
$27K
FF
412
FourThought Financial
Florida
$25K -$416 -6 -1%
IFAM
413
Institutional & Family Asset Management
Colorado
$25K +$1.39K +20 +5%
AIM
414
Achmea Investment Management
Netherlands
$24K
HNWAG
415
High Net Worth Advisory Group
Florida
$23K -$1.94K -28 -7%
FCA
416
FinTrust Capital Advisors
South Carolina
$23K -$1.87K -27 -7%
SWM
417
Spire Wealth Management
Virginia
$22K -$18K -260 -41%
NSIM
418
North Star Investment Management
Illinois
$22K
TCOV
419
Trust Company of Vermont
Vermont
$22K +$6.04K +87 +29%
PCH
420
Polar Capital Holdings
United Kingdom
$21.7K -$430K -6,203 -2%
GWM
421
Geneos Wealth Management
Colorado
$21K -$52.6K -758 -68%
EIM
422
Essex Investment Management
Massachusetts
$21K -$23.5K -339 -48%
WWM
423
Wolff Wiese Magana
California
$21K -$6.24K -90 -20%
PFSC
424
Peoples Financial Services Corp
Pennsylvania
$21K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$18K +$4.37K +63 +25%