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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
626
Engrave Wealth Partners
Texas
$6K -$12.7K -572 -61%
PMFA
627
Plante Moran Financial Advisors
Michigan
$6K
FRA
628
Front Row Advisors
California
$6K +$7.03K +316 New
PFBT
629
Parkside Financial Bank & Trust
Missouri
$5K -$2.94K -132 -31%
FCM
630
Firestone Capital Management
Florida
$5K
SFSIG
631
San Francisco Sentry Investment Group
California
$5K
TA
632
Thor Advisors
New York
$5K +$6.32K +284 New
LWM
633
Lenox Wealth Management
Ohio
$5K +$7.12K +320 New
BL
634
Balentine LLC
Georgia
$4K +$3.74K +168 +323%
BAM
635
Bellevue Asset Management
Washington
$3K -$178 -8 -6%
GWS
636
Glassman Wealth Services
Virginia
$3K +$2.49K +112 +165%
BGIM
637
Brandywine Global Investment Management
Pennsylvania
$3K +$3.38K +152 New
CFG
638
Citizens Financial Group
Rhode Island
$3K +$3.92K +176 New
HS
639
Horan Securities
United States
$3K +$4.01K +180 New
OAM
640
Optimal Asset Management
California
$2.49K +$2.05M +92,044 +173%
GRP
641
Global Retirement Partners
California
$2K -$4.45K -200 -61%
OSAM
642
O'Shaughnessy Asset Management
Connecticut
$2K -$3.2K -144 -58%
SWM
643
Selective Wealth Management
Virginia
$2K
PWMG
644
Prestige Wealth Management Group
New Jersey
$2K +$2.4K +108 New
VCM
645
Versant Capital Management
Arizona
$2K +$2.67K +120 New
EW
646
Evoke Wealth
California
$1.85K -$2.05K -92 -46%
Fidelity International
647
Fidelity International
Bermuda
$1K -$1.33K -60 -63%
TFO
648
Tarbox Family Office
California
$1K -$801 -36 -32%
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
M
650
MOTCO
Texas
$1K +$712 +32 New