Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
426
Chicago Partners Investment Group
Illinois
$15K – – –
RA
427
Rational Advisors
New York
$13K +$5.13K +25 +68%
LA
428
Legacy Advisors
Pennsylvania
$12K – – –
RFA
429
Reilly Financial Advisors
California
$12K – – –
AF
430
Allworth Financial
California
$11K – – –
WAP
431
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
RCAG
432
Rehmann Capital Advisory Group
Michigan
$8.64K +$5.54K +27 +193%
WAM
433
Wealthspire Advisors (Maryland)
Maryland
$8K -$6.16K -30 -43%
EARNEST Partners
434
EARNEST Partners
Georgia
$8K – – –
PCG
435
Private Capital Group
Connecticut
$8K – – –
CAW
436
Cornerstone Advisors (Washington)
Washington
$8K +$1.23K +6 +18%
BGIM
437
Brandywine Global Investment Management
Pennsylvania
$8K +$7.59K +37 New
DBT
438
Dubuque Bank & Trust
Iowa
$7K – – –
FHA
439
First Horizon Advisors
Tennessee
$7K – – –
RWA
440
Ropes Wealth Advisors
Massachusetts
$7K – – –
ST
441
Smithfield Trust
Pennsylvania
$7K +$7.18K +35 New
CFA
442
Carroll Financial Associates
North Carolina
$6K – – –
IP
443
Intellectus Partners
California
$6K – – –
CWM
444
Cedar Wealth Management
California
$6K +$6.16K +30 New
LF
445
Lee Financial
Texas
$5K +$1.03K +5 +26%
AF
446
Advisornet Financial
Minnesota
$5K +$4.52K +22 New
CF
447
Centaurus Financial
California
$5K +$4.93K +24 New
OC
448
Oakworth Capital
Alabama
$4K – – –
SFSIG
449
San Francisco Sentry Investment Group
California
$4K – – –
SBL
450
Sargent Bickham Lagudis
Colorado
$4K – – –