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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
951
Alera Investment Advisors
Illinois
$86K -$7.67K -42 -7%
HI
952
Human Investing
Oregon
$85K
PFPT
953
Pinnacle Financial Partners (Tennessee)
Tennessee
$84K -$247K -1,353 -72%
PWMG
954
Prestige Wealth Management Group
New Jersey
$84K -$18.6K -102 -16%
IBOK
955
Independence Bank of Kentucky
Kentucky
$84K +$95.9K +525 New
TFO
956
Tarbox Family Office
California
$83K -$3.65K -20 -4%
JCM
957
Jacobi Capital Management
Pennsylvania
$83K
RCM
958
Riverpark Capital Management
New York
$82K
FPS
959
Fieldpoint Private Securities
Connecticut
$82K +$26.7K +146 +40%
Walleye Capital
960
Walleye Capital
New York
$81K +$92.4K +506 New
LC
961
Lindbrook Capital
California
$80K -$10.4K -57 -10%
BHWM
962
Bay Harbor Wealth Management
Maryland
$80K
SMFS
963
Squar Milner Financial Services
California
$80K +$9.31K +51 +11%
IA
964
IFP Advisors
Florida
$76K -$474K -2,593 -85%
CIM
965
Cambria Investment Management
California
$72K +$82.2K +450 New
IDBONY
966
Israel Discount Bank of New York
New York
$70K +$80K +438 New
CIAS
967
Capital Investment Advisory Services
North Carolina
$69K -$51.5K -282 -39%
AWMF
968
Arbor Wealth Management (Florida)
Florida
$68K
BBA
969
Braun-Bostich & Associates
Pennsylvania
$67K -$24.7K -135 -24%
WOC
970
West Oak Capital
California
$65K -$6.58K -36 -8%
MPWT
971
MassMutual Private Wealth & Trust
Connecticut
$63.8K +$23.7K +130 +49%
RA
972
Rational Advisors
New York
$61K +$69.4K +380 New
WPA
973
West Paces Advisors
Georgia
$60.3K
BWA
974
BDO Wealth Advisors
Florida
$59K -$13.3K -73 -17%
FC
975
Ferris Capital
Massachusetts
$58K -$731 -4 -1%