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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$37.3K
EWA
602
EverSource Wealth Advisors
Alabama
$35.9K -$6.16K -46 -12%
RFA
603
Resurgent Financial Advisors
Georgia
$35.7K -$1.88K -14 -4%
HI
604
Harbour Investments
Wisconsin
$35K +$3.62K +27 +9%
BTI
605
Blue Trust Inc
Georgia
$34K +$9.38K +70 +42%
OA
606
Operose Advisors
Wisconsin
$33.6K +$42.3K +316 New
LCM
607
Logan Capital Management
Pennsylvania
$33.5K
LS
608
Livforsakringsbolaget Skandia
Sweden
$33.2K
WT
609
Whittier Trust
California
$32K +$9.11K +68 +29%
SC
610
Stephens Consulting
Michigan
$31.9K
CWP
611
Concord Wealth Partners
Virginia
$31K -$7.23K -54 -16%
FFA
612
Farther Finance Advisors
California
$30.1K +$7.37K +55 +24%
JPWM
613
Jamison Private Wealth Management
Georgia
$26.4K +$33.2K +248 New
AGWCA
614
Annis Gardner Whiting Capital Advisors
Florida
$25.7K +$32.3K +241 New
MTIC
615
Missouri Trust & Investment Company
Missouri
$23.6K -$134 -1 -0.4%
BAAM
616
Baker Avenue Asset Management
California
$23.5K -$2.41K -18 -8%
LC
617
Lindbrook Capital
California
$23.2K -$1.21K -9 -4%
HFS
618
Hantz Financial Services
Michigan
$23K
PMFA
619
Plante Moran Financial Advisors
Michigan
$23K
Lazard Asset Management
620
Lazard Asset Management
New York
$22K -$166M -1,237,144 -100%
PFBT
621
Parkside Financial Bank & Trust
Missouri
$21.6K -$6.16K -46 -18%
GWS
622
Glassman Wealth Services
Virginia
$21.6K -$18.4K -137 -40%
ATC
623
Adirondack Trust Company
New York
$21.3K
RFA
624
Register Financial Advisors
Georgia
$21.3K
GJIA
625
Glass Jacobson Investment Advisors
Maryland
$21.1K