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Name Holding Trade Value Shares
Change
Change in
Stake
WB
601
West Bancorporation
Iowa
$14K
GWS
602
Glassman Wealth Services
Virginia
$14K +$10.5K +73 +146%
GEA
603
Glen Eagle Advisors
New Jersey
$13.5K
SSB
604
Sandy Spring Bank
Maryland
$12K
CAL
605
Capital Advisors Ltd
Ohio
$11K -$124K -864 -90%
EARNEST Partners
606
EARNEST Partners
Georgia
$11K
TFP
607
Tilia Fiduciary Partners
North Carolina
$11K
AF
608
Allworth Financial
California
$11K +$13.6K +95 New
MIM
609
Macroview Investment Management
Maryland
$11K +$13.8K +96 New
MWM
610
Mascoma Wealth Management
New Hampshire
$9K -$16.5K -115 -59%
MCM
611
Manchester Capital Management
Vermont
$9K -$718 -5 -6%
DWA
612
Delos Wealth Advisors
Texas
$9K
FCA
613
FinTrust Capital Advisors
South Carolina
$9K
FCT
614
First Community Trust
Iowa
$9K
JWA
615
JFS Wealth Advisors
Pennsylvania
$9K +$1.58K +11 +17%
CA
616
Clearstead Advisors
Ohio
$8K -$17.4K -121 -65%
Loomis, Sayles & Company
617
Loomis, Sayles & Company
Massachusetts
$8K -$2.58K -18 -22%
CFO
618
CVA Family Office
Colorado
$7K -$4.31K -30 -33%
GC
619
Globeflex Capital
California
$7K
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$7K +$8.04K +56 New
HS
621
Horan Securities
United States
$7K +$9.19K +64 New
SC
622
SouthState Corp
Florida
$6K
TAIM
623
TD Ameritrade Investment Management
Nebraska
$6K +$144 +1 +2%
GKIM
624
GW&K Investment Management
Massachusetts
$6K +$4.16K +29 +161%
PFGIA
625
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$7.89K -55 -55%