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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$19K -$32.5K -1,041 -62%
WTB
327
Washington Trust Bank
Washington
$19K +$19.2K +615 New
HNB
328
Huntington National Bank
Ohio
$17K +$7.25K +232 +68%
RFC
329
Regions Financial Corp
Alabama
$12K +$9.72K +311 +353%
DAM
330
Delta Asset Management
Tennessee
$11K
SWM
331
SeaCrest Wealth Management
New York
$11K +$9.38K +300 +556%
WIM
332
Westside Investment Management
California
$10.2K +$469 +15 +5%
CCM
333
Cribstone Capital Management
Maine
$10K
AC
334
Avestar Capital
New York
$10K +$1.84K +59 +18%
VFA
335
Valeo Financial Advisors
Indiana
$9K +$8.06K +258 +759%
PCP
336
Proficio Capital Partners
Massachusetts
$7K +$1.44K +46 +23%
RCAG
337
Rehmann Capital Advisory Group
Michigan
$6K +$6K +192 New
OIA
338
OneDigital Investment Advisors
Kansas
$5K
MSFP
339
Mark Sheptoff Financial Planning
Connecticut
$5K +$5.47K +175 New
EARNEST Partners
340
EARNEST Partners
Georgia
$4K
GT
341
Glenmede Trust
Pennsylvania
$4K
TWA
342
TCI Wealth Advisors
Arizona
$4K
TL
343
TrueWealth LLC
Georgia
$4K
WTC
344
WhitTier Trust Company
Nevada
$4K
IFAM
345
Institutional & Family Asset Management
Colorado
$4K +$4K +128 New
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$3K
APP
347
Avantax Planning Partners
Iowa
$3K +$2.59K +83 New
JWA
348
JFS Wealth Advisors
Pennsylvania
$2K
AF
349
Allworth Financial
California
$2K +$1.69K +54 New
BC
350
Bartlett & Co
Ohio
$2K +$1.72K +55 New