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Name Holding Trade Value Shares
Change
Change in
Stake
WEC
526
Winslow Evans & Crocker
Massachusetts
$36K
BCA
527
Berman Capital Advisors
Georgia
$36K +$92 +1 +0.3%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$35K +$6.23K +68 +23%
EI
529
Ellevest Inc
New York
$31K +$28.1K +307 +2,047%
ZB
530
Zions Bancorporation
Utah
$28K -$1.01K -11 -4%
ANBT
531
American National Bank & Trust
Texas
$27K
TI
532
tru Independence
Oregon
$27K +$49.5K +540 New
ACM
533
Allred Capital Management
Texas
$26.9K +$25.9K +283 New
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$26K +$458 +5 +2%
CIA
535
CSat Investment Advisory
Michigan
$26K +$11.8K +129 +90%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$26K +$24.6K +269 New
LC
537
Lindbrook Capital
California
$25K +$1.01K +11 +4%
EWA
538
Evolution Wealth Advisors
Florida
$21K +$18.6K +203 +1,068%
HIA
539
Harbor Investment Advisory
Maryland
$21K +$20.6K +225 New
RA
540
Rational Advisors
New York
$20K +$3.39K +37 +21%
CB
541
CNB Bank
Pennsylvania
$19K
AssetMark Inc
542
AssetMark Inc
California
$17K -$3.85K -42 -19%
GAM
543
Gemmer Asset Management
California
$17K -$366 -4 -2%
KFS
544
Kelly Financial Services
Massachusetts
$16.8K
SWM
545
Sugarloaf Wealth Management
Georgia
$15K +$14K +153 New
TWA
546
TCI Wealth Advisors
Arizona
$15K +$14.3K +156 +3,120%
PA
547
Procyon Advisors
Connecticut
$15K +$14.6K +159 New
RG
548
Retirement Group
California
$15K +$14.9K +163 New
APA
549
American Portfolios Advisors
New York
$13.7K
EARNEST Partners
550
EARNEST Partners
Georgia
$13K