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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
326
Icon Wealth Partners
Texas
$19K +$18.2K +103 New
AIA
327
Alera Investment Advisors
Illinois
$17K -$1.42K -8 -8%
HNB
328
Huntington National Bank
Ohio
$16K -$2.3K -13 -14%
OAMU
329
Ostrum Asset Management US
New York
$15K
RFA
330
Reilly Financial Advisors
California
$15K
FCA
331
FinTrust Capital Advisors
South Carolina
$14K +$1.77K +10 +15%
KL
332
KWMG LLC
Kansas
$14K +$2.48K +14 +23%
CFA
333
Camarda Financial Advisors
Florida
$13K +$11.9K +67 New
BWM
334
BerganKDV Wealth Management
Minnesota
$11K
LWA
335
Lenox Wealth Advisors
New York
$11K +$7.96K +45 +409%
GAM
336
Gemmer Asset Management
California
$10K
PFO
337
Pathstone Family Office
New Jersey
$10K
PMFA
338
Plante Moran Financial Advisors
Michigan
$10K +$5.49K +31 +129%
BCA
339
Berman Capital Advisors
Georgia
$9K -$8.67K -49 -50%
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$9K
RIA
341
Realta Investment Advisors
Delaware
$9K +$8.5K +48 New
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.84K +$2.12K +12 +34%
FA
343
Fortis Advisors
Pennsylvania
$8K
LC
344
Lavaca Capital
Texas
$8K
BL
345
Balentine LLC
Georgia
$8K +$7.96K +45 New
GSWM
346
Golden State Wealth Management
California
$7K +$6.37K +36 New
IRC
347
Investors Research Corp
Georgia
$6K +$5.66K +32 New
SSB
348
Sandy Spring Bank
Maryland
$5K -$11.7K -66 -69%
BAM
349
Barrett Asset Management
New York
$5K
VFA
350
Valeo Financial Advisors
Indiana
$5K +$1.06K +6 +26%