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Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$12K
AG
152
Advisor Group
Arizona
$10K +$45 +1 +0.4%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$9K -$2.49K -55 -21%
Federated Hermes
154
Federated Hermes
Pennsylvania
$8K -$904 -20 -10%
FHB
155
First Hawaiian Bank
Hawaii
$7K -$90 -2 -1%
VFA
156
Valeo Financial Advisors
Indiana
$4K
VCM
157
Versant Capital Management
Arizona
$4K +$316 +7 +6%
S
158
SignatureFD
Georgia
$4K +$4.52K +100 New
PFC
159
Phocas Financial Corp
California
$4K +$4.79K +106 New
NWM
160
Northwest Wealth Management
Iowa
$3K
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$3K +$678 +15 +23%
GT
162
Glenmede Trust
Pennsylvania
$3K +$3.57K +79 New
GAM
163
Gemmer Asset Management
California
$2K -$3.25K -72 -55%
JA
164
JOYN Advisors
Georgia
$2K -$2.98K -66 -57%
IA
165
IFP Advisors
Florida
$2K -$995 -22 -26%
RFC
166
Regions Financial Corp
Alabama
$1K -$1.63K -36 -65%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1K
FGC
168
Financial Gravity Companies
Texas
$1K +$633 +14 New
BCA
169
Berman Capital Advisors
Georgia
$1K +$2.21K +49 New
Victory Capital Management
170
Victory Capital Management
Texas
-$34.6M -685,149 Closed
3C
171
361 Capital
Colorado
-$1.58M -31,341 Closed
KTA
172
Keeley-Teton Advisors
Illinois
-$1.02M -20,175 Closed
KeyBank National Association
173
KeyBank National Association
Ohio
-$678K -13,425 Closed
ARTA
174
A.R.T. Advisors
New York
-$405K -8,036 Closed
GAM
175
Gotham Asset Management
New York
-$398K -7,878 Closed