Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
851
Davidson Kempner Capital Management
New York
$24K – – –
NFG
852
Next Financial Group
Texas
$23K -$47.2K -193 -67%
HWA
853
Heritage Wealth Advisors
Virginia
$22.7K -$927K -3,792 -98%
TFO
854
Tarbox Family Office
California
$22K – – –
FAM
855
Fred Alger Management
New York
$22K +$22.5K +92 New
EW
856
Evoke Wealth
California
$21K -$6.11K -25 -22%
ZB
857
Zions Bancorporation
Utah
$19K -$7.33K -30 -27%
AWA
858
Arkadios Wealth Advisors
Georgia
$19K – – –
BWA
859
BDO Wealth Advisors
Florida
$18K – – –
MPWT
860
MassMutual Private Wealth & Trust
Connecticut
$17K +$10.8K +44 +163%
IPW
861
IronBridge Private Wealth
Texas
$16K – – –
SIM
862
Sonora Investment Management
Arizona
$16K – – –
TCOV
863
Trust Company of Vermont
Vermont
$15K – – –
IFAM
864
Institutional & Family Asset Management
Colorado
$13K -$30.5K -125 -69%
PWMG
865
Prestige Wealth Management Group
New Jersey
$13K -$978 -4 -7%
CWC
866
Carolinas Wealth Consulting
North Carolina
$12K – – –
CFD
867
Creative Financial Designs
Indiana
$12K – – –
SSB
868
Sandy Spring Bank
Maryland
$12K – – –
AF
869
Allworth Financial
California
$12K +$244 +1 +2%
CYG
870
Clean Yield Group
Vermont
$12K +$12.5K +51 New
JWM
871
Janiczek Wealth Management
Colorado
$11K -$1.71K -7 -14%
JFA
872
JNBA Financial Advisors
Minnesota
$11K – – –
NFSG
873
Newbridge Financial Services Group
Florida
$11K – – –
TF
874
TimeScale Financial
Massachusetts
$11K +$10.8K +44 New
BWP
875
Baldwin Wealth Partners
Massachusetts
$10K – – –