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Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Cutler Group
California
$21K +$20.2K +300 New
TJHA
427
Thomas J. Herzfeld Advisors
Florida
$20K
CCM
428
Cribstone Capital Management
Maine
$19K +$19.3K +286 New
PCM
429
Penserra Capital Management
California
$17K +$7.29K +108 +81%
BL
430
Balentine LLC
Georgia
$15K
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$15K
HCM
432
Herndon Capital Management
Georgia
$14K -$43.1K -639 -77%
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$14K +$472 +7 +4%
VOYA Investment Management
434
VOYA Investment Management
Georgia
$13.6K +$205K +3,042 +2%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$13K -$7.29K -108 -38%
MWM
436
MinichMacGregor Wealth Management
New York
$13K +$12.7K +188 New
CHP
437
Cable Hill Partners
Oregon
$11K -$202 -3 -2%
FANJ
438
Financial Architects (New Jersey)
New Jersey
$10K
FNBT
439
FineMark National Bank & Trust
Florida
$10K
NFG
440
Next Financial Group
Texas
$10K +$6.75K +100 +294%
SF
441
Synovus Financial
Georgia
$8K -$2.29K -34 -23%
ACS
442
Archford Capital Strategies
Illinois
$8K +$8.43K +125 New
WAM
443
Wealthspire Advisors (Maryland)
Maryland
$7K -$1.01K -15 -13%
PMFA
444
Plante Moran Financial Advisors
Michigan
$7K +$742 +11 +13%
Winslow Capital Management
445
Winslow Capital Management
Minnesota
$7K +$6.48K +96 New
SIG
446
Stanford Investment Group
California
$5K +$4.38K +65 New
QCG
447
Quadrant Capital Group
Ohio
$4K -$2.36K -35 -29%
IWMPD
448
Integrated Wealth Management (Palm Desert)
California
$4K
MUS
449
Mitsubishi UFJ Securities
Japan
$4K
HIIFS
450
Harel Insurance Investments & Financial Services
Israel
$3K -$104K -1,540 -97%