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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
251
Realta Investment Advisors
Delaware
$42K +$40.1K +1,100 New
PWM
252
PRW Wealth Management
Massachusetts
$39K -$34.8K -955 -49%
SF
253
Synovus Financial
Georgia
$26K +$510 +14 +2%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$22K
DWA
255
Dorsey Wright & Associates
California
$20K -$19K -522 -50%
VFA
256
Valeo Financial Advisors
Indiana
$18K -$4.12K -113 -19%
RE
257
RBC Europe
United Kingdom
$17.2K
PAM
258
Panagora Asset Management
Massachusetts
$15K
FHA
259
First Horizon Advisors
Tennessee
$14K
KL
260
KWMG LLC
Kansas
$14K
GT
261
Glenmede Trust
Pennsylvania
$12K
PCG
262
Private Capital Group
Connecticut
$11K -$6.05K -166 -36%
TCM
263
Tradewinds Capital Management
Washington
$11K
AI
264
ArchPoint Investors
Florida
$11K +$10.5K +289 New
JCM
265
Jacobi Capital Management
Pennsylvania
$10K +$9.11K +250 New
TL
266
TrueWealth LLC
Georgia
$8K
FANJ
267
Financial Architects (New Jersey)
New Jersey
$8K +$7.29K +200 New
Acadian Asset Management
268
Acadian Asset Management
Massachusetts
$7K -$1.27K -35 -17%
MNBTD
269
Moody National Bank Trust Division
Texas
$7K
NFG
270
Next Financial Group
Texas
$4K
PFBT
271
Parkside Financial Bank & Trust
Missouri
$4K
NFH
272
NEXT Financial Holdings
Texas
$4K +$3.64K +100 New
APA
273
American Portfolios Advisors
New York
$3.81K +$3.64K +100 New
SFSIG
274
San Francisco Sentry Investment Group
California
$1K
FCA
275
FinTrust Capital Advisors
South Carolina
$1K +$1.06K +29 New