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Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
476
EARNEST Partners
Georgia
$10K – – –
CFO
477
CVA Family Office
Colorado
$10K +$292 +5 +3%
ST
478
Smithfield Trust
Pennsylvania
$9K – – –
T
479
TCWP
Ohio
$9K +$9.69K +166 New
Loomis, Sayles & Company
480
Loomis, Sayles & Company
Massachusetts
$8K -$934 -16 -10%
KFI
481
Key Financial Inc
Pennsylvania
$8K – – –
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$8K +$58 +1 +0.7%
GAM
483
Gemmer Asset Management
California
$7K -$1.4K -24 -16%
PA
484
Parallel Advisors
California
$7K -$1.4K -24 -16%
QC
485
Quent Capital
New York
$7K – – –
AA
486
Addison Advisors
Vermont
$7K +$3.04K +52 +78%
SSG
487
Summit Securities Group
New York
$7K +$7.24K +124 New
AWM
488
Avior Wealth Management
Nebraska
$6K – – –
HWA
489
Heritage Wealth Advisors
Virginia
$6K – – –
CWA
490
Clearview Wealth Advisors
Oregon
$6K +$58 +1 +1%
EW
491
Evoke Wealth
California
$6K +$2.28K +39 +63%
IA
492
IndexIQ Advisors
New York
$6K +$5.72K +98 New
PWMG
493
Prestige Wealth Management Group
New Jersey
$5K -$1.75K -30 -22%
PCG
494
Private Capital Group
Connecticut
$5K – – –
GIA
495
GHP Investment Advisors
Colorado
$5K +$5.02K +86 New
S
496
SignatureFD
Georgia
$4K -$6.07K -104 -60%
BA
497
Bellwether Advisors
Nebraska
$4K – – –
COCM
498
Charter Oak Capital Management
New Hampshire
$4K – – –
PPWM
499
PFG Private Wealth Management
Florida
$3K – – –
CI
500
Cordant Inc
Oregon
$3K +$3.33K +57 New