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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
326
Reilly Financial Advisors
California
$12K
DWM
327
Doyle Wealth Management
Florida
$12K +$12.5K +200 New
MIM
328
MetLife Investment Management
New Jersey
$11.4K -$125 -2 -1%
ACM
329
AUA Capital Management
Pennsylvania
$11K
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$9K
SBL
331
Sargent Bickham Lagudis
Colorado
$9K
APA
332
American Portfolios Advisors
New York
$8.55K
HR
333
Howe & Rusling
New York
$8K -$2.13K -34 -21%
CHP
334
Cable Hill Partners
Oregon
$8K
HWA
335
Heritage Wealth Advisors
Virginia
$8K
LFA
336
Legacy Financial Advisors
Kentucky
$8K
MOS
337
MGO One Seven
Ohio
$8K +$8.9K +142 New
CFA
338
Carroll Financial Associates
North Carolina
$8K +$9.4K +150 New
CAM
339
Cresset Asset Management
Illinois
$7K +$7.65K +122 New
PCM
340
Prelude Capital Management
New York
$6K +$6.14K +98 New
IA
341
IFP Advisors
Florida
$5K -$25.3K -403 -83%
AIM
342
Arcadia Investment Management
Michigan
$5K
VCM
343
Versant Capital Management
Arizona
$5K
KPW
344
Kore Private Wealth
New York
$5K +$5.01K +80 New
PFO
345
Pathstone Family Office
New Jersey
$5K +$5.2K +83 New
WAM
346
Wealthspire Advisors (Maryland)
Maryland
$4K -$1.44K -23 -27%
EARNEST Partners
347
EARNEST Partners
Georgia
$4K
HIM
348
Hillsdale Investment Management
Ontario, Canada
$4K
TIM
349
Tortoise Investment Management
New York
$4K
BFC
350
Bedel Financial Consulting
Indiana
$3K