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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
FA
377
Fortis Advisors
Pennsylvania
$11K – – –
BFEC
378
Benjamin F. Edwards & Company
Missouri
$9K – – –
GSWM
379
Golden State Wealth Management
California
$9K – – –
VFA
380
Valeo Financial Advisors
Indiana
$9K – – –
EI
381
Ellevest Inc
New York
$8K – – –
IRC
382
Investors Research Corp
Georgia
$8K – – –
ME
383
McIlrath & Eck
Washington
$7K – – –
MC
384
Martin Currie
United Kingdom
$7K +$225 +1 +4%
BAM
385
Barrett Asset Management
New York
$6K – – –
PB
386
Pinnacle Bancorp
Nebraska
$6K – – –
TIM
387
Tortoise Investment Management
New York
$6K – – –
WCG
388
Weaver Consulting Group
California
$6K – – –
CFB
389
Cullen/Frost Bankers
Texas
$5K – – –
SA
390
SRH Advisors
Kansas
$5K – – –
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$225 -1 -6%
AF
392
Allworth Financial
California
$4K – – –
Federated Hermes
393
Federated Hermes
Pennsylvania
$4K – – –
LWA
394
Lenox Wealth Advisors
New York
$3K – – –
PCTC
395
Perkins Coie Trust Company
Washington
$3K – – –
TL
396
TrueWealth LLC
Georgia
$3K – – –
TCOV
397
Trust Company of Vermont
Vermont
$3K – – –
TFGT
398
TS Financial Group (TSFG)
Illinois
$3K – – –
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$3.15K +14 New
KFS
400
Kelly Financial Services
Massachusetts
$2.73K +$2.48K +11 New