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Name Holding Trade Value Shares
Change
Change in
Stake
CT
626
Caldwell Trust
Florida
$65K – – –
PAM
627
Paradigm Asset Management
New York
$60.6K – – –
CAW
628
Cornerstone Advisors (Washington)
Washington
$60K +$24.8K +380 +38%
AF
629
Advisornet Financial
Minnesota
$57K +$7.84K +120 +10%
HS
630
Horan Securities
United States
$53K +$79.4K +1,216 New
PCM
631
Pinz Capital Management
New York
$52K +$78.4K +1,200 New
TF
632
TimeScale Financial
Massachusetts
$50K -$31.4K -480 -29%
IUHSA
633
Itau Unibanco Holding S.A.
Brazil
$48K -$35K -536 -33%
KPW
634
Kore Private Wealth
New York
$47K +$31.6K +484 +80%
TPCW
635
TD Private Client Wealth
New York
$36K -$3.92K -60 -7%
MIFH
636
Migdal Insurance & Financial Holdings
Israel
$36K -$54.1K -828 -50%
TFA
637
Toth Financial Advisory
Virginia
$34K -$6.53K -100 -11%
OPS
638
Orion Portfolio Solutions
Nebraska
$34K +$1.57K +24 +3%
BL
639
Balentine LLC
Georgia
$33K +$2.09K +32 +4%
SIM
640
Sonora Investment Management
Arizona
$30K – – –
EW
641
Evoke Wealth
California
$25.6K -$4.96K -76 -11%
PCG
642
Private Capital Group
Connecticut
$25K -$1.57K -24 -4%
First Manhattan
643
First Manhattan
New York
$22K – – –
MAWCM
644
Mine & Arao Wealth Creation & Management
California
$22K +$32.7K +500 New
VAIA
645
Virtus Alternative Investment Advisers
Connecticut
$21K +$23.5K +360 +265%
AWA
646
Arkadios Wealth Advisors
Georgia
$19.9K – – –
WT
647
Washington Trust
Rhode Island
$19K +$28K +428 New
TC
648
Trust Company
Kansas
$18K – – –
AF
649
Allworth Financial
California
$16K – – –
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$16K +$261 +4 +1%