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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
326
WealthBridge Capital Management
Ohio
$20K +$17.7K +100 New
WWM
327
Willingdon Wealth Management
North Carolina
$19K -$3.07M -17,364 -99%
TFS
328
TrustCore Financial Services
Tennessee
$19K – – –
IWP
329
Icon Wealth Partners
Texas
$19K +$18.2K +103 New
AIA
330
Alera Investment Advisors
Illinois
$17K -$1.42K -8 -8%
HNB
331
Huntington National Bank
Ohio
$16K -$2.3K -13 -14%
OAMU
332
Ostrum Asset Management US
New York
$15K – – –
RFA
333
Reilly Financial Advisors
California
$15K – – –
FCA
334
FinTrust Capital Advisors
South Carolina
$14K +$1.77K +10 +15%
KL
335
KWMG LLC
Kansas
$14K +$2.48K +14 +23%
CFA
336
Camarda Financial Advisors
Florida
$13K +$11.9K +67 New
BWM
337
BerganKDV Wealth Management
Minnesota
$11K – – –
LWA
338
Lenox Wealth Advisors
New York
$11K +$7.96K +45 +409%
GAM
339
Gemmer Asset Management
California
$10K – – –
PFO
340
Pathstone Family Office
New Jersey
$10K – – –
PMFA
341
Plante Moran Financial Advisors
Michigan
$10K +$5.49K +31 +129%
BCA
342
Berman Capital Advisors
Georgia
$9K -$8.67K -49 -50%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
RIA
344
Realta Investment Advisors
Delaware
$9K +$8.5K +48 New
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.84K +$2.12K +12 +34%
FA
346
Fortis Advisors
Pennsylvania
$8K – – –
LC
347
Lavaca Capital
Texas
$8K – – –
BL
348
Balentine LLC
Georgia
$8K +$7.96K +45 New
GSWM
349
Golden State Wealth Management
California
$7K +$6.37K +36 New
IRC
350
Investors Research Corp
Georgia
$6K +$5.66K +32 New