Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$6K – – –
OC
552
Oakworth Capital
Alabama
$6K – – –
SFSIG
553
San Francisco Sentry Investment Group
California
$6K – – –
SBL
554
Sargent Bickham Lagudis
Colorado
$6K – – –
HGWM
555
Harvest Group Wealth Management
Massachusetts
$5K – – –
TFO
556
Tarbox Family Office
California
$5K +$885 +3 +20%
TAIM
557
TD Ameritrade Investment Management
Nebraska
$5K +$4.42K +15 +750%
BGIM
558
Brandywine Global Investment Management
Pennsylvania
$4K -$6.78K -23 -66%
AS
559
Altshuler Shaham
Israel
$4K -$3.54K -12 -48%
VNA
560
Valley National Advisers
Pennsylvania
$4K – – –
SWA
561
Sutton Wealth Advisors
Florida
$3.45K – – –
EW
562
Evoke Wealth
California
$3.17K – – –
Acadian Asset Management
563
Acadian Asset Management
Massachusetts
$3K -$8.85K -30 -75%
EWA
564
Evolution Wealth Advisors
Florida
$3K -$1.18K -4 -27%
HR
565
Howe & Rusling
New York
$3K – – –
Parallax Volatility Advisers
566
Parallax Volatility Advisers
California
$3K +$3.54K +12 New
SQA
567
Simon Quick Advisors
New Jersey
$3K +$3.54K +12 New
TWA
568
TCI Wealth Advisors
Arizona
$2K – – –
TFGT
569
TS Financial Group (TSFG)
Illinois
$2K – – –
IWP
570
IAG Wealth Partners
Wisconsin
$2K +$1.47K +5 New
FWM
571
Focused Wealth Management
New York
$2K +$2.06K +7 New
WCM
572
Wealthcare Capital Management
Virginia
$2K +$2.36K +8 New
FPFS
573
First Personal Financial Services
North Carolina
$1K -$68.7K -233 -99%
GWS
574
Glassman Wealth Services
Virginia
$1K – – –
JWA
575
JFS Wealth Advisors
Pennsylvania
$1K – – –