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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
351
Sandy Spring Bank
Maryland
$5K -$11.7K -66 -69%
BAM
352
Barrett Asset Management
New York
$5K – – –
VFA
353
Valeo Financial Advisors
Indiana
$5K +$1.06K +6 +26%
LWM
354
Liberty Wealth Management
California
$5K +$3.36K +19 +158%
WCG
355
Weaver Consulting Group
California
$5K +$4.42K +25 New
MC
356
Martin Currie
United Kingdom
$5K +$4.78K +27 New
ME
357
McIlrath & Eck
Washington
$5K +$4.96K +28 New
SA
358
SRH Advisors
Kansas
$4K – – –
TIM
359
Tortoise Investment Management
New York
$4K – – –
Federated Hermes
360
Federated Hermes
Pennsylvania
$4K +$3.36K +19 New
CFB
361
Cullen/Frost Bankers
Texas
$4K +$3.89K +22 New
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.89K +22 New
AF
363
Allworth Financial
California
$3K – – –
FHA
364
First Horizon Advisors
Tennessee
$3K +$1.42K +8 +80%
TFGT
365
TS Financial Group (TSFG)
Illinois
$3K +$2.48K +14 New
SFG
366
SevenBridge Financial Group
Pennsylvania
$2K – – –
TAIM
367
TD Ameritrade Investment Management
Nebraska
$2K – – –
TL
368
TrueWealth LLC
Georgia
$2K – – –
TCOV
369
Trust Company of Vermont
Vermont
$2K – – –
Capital Research Global Investors
370
Capital Research Global Investors
California
$2K +$354 +2 +33%
HI
371
Hudock Inc
Pennsylvania
$2K +$1.95K +11 New
SWP
372
Strategic Wealth Partners
Ohio
$2K +$1.95K +11 New
Parallax Volatility Advisers
373
Parallax Volatility Advisers
California
$2K +$2.12K +12 New
GWM
374
Geneos Wealth Management
Colorado
$1K +$1.06K +6 New
OWA
375
One Wealth Advisors
California
$1K +$1.06K +6 New