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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1101
Harel Insurance Investments & Financial Services
Israel
$21K -$2.67K -19 -10%
EWA
1102
Evolution Wealth Advisors
Florida
$21K – – –
Lazard Asset Management
1103
Lazard Asset Management
New York
$21K – – –
KFS
1104
Kelly Financial Services
Massachusetts
$20.2K – – –
MPWT
1105
MassMutual Private Wealth & Trust
Connecticut
$20K -$29.6K -210 -56%
JWA
1106
JFS Wealth Advisors
Pennsylvania
$20K +$6.19K +44 +37%
JFA
1107
JNBA Financial Advisors
Minnesota
$20K +$14.8K +105 +175%
SFG
1108
Sowa Financial Group
Rhode Island
$18K – – –
PAI
1109
Pittenger & Anderson Inc
Nebraska
$17K -$369K -2,622 -95%
SLF
1110
Sun Life Financial
Ontario, Canada
$17K – – –
WAS
1111
Winch Advisory Services
Wisconsin
$17K +$141 +1 +0.7%
PWMG
1112
Prestige Wealth Management Group
New Jersey
$17K +$19.7K +140 New
AT
1113
Arden Trust
Delaware
$17K +$20.4K +145 New
Loomis, Sayles & Company
1114
Loomis, Sayles & Company
Massachusetts
$16K -$55K -391 -75%
KPW
1115
Kore Private Wealth
New York
$16K -$36.3K -258 -66%
EARNEST Partners
1116
EARNEST Partners
Georgia
$16K – – –
WOC
1117
West Oak Capital
California
$14K – – –
FP
1118
Financial Perspectives
Minnesota
$13.4K – – –
WPA
1119
West Paces Advisors
Georgia
$13.1K -$6.76K -48 -31%
RCA
1120
Ranch Capital Advisors
Florida
$13K -$15.8K -112 -50%
MIFH
1121
Migdal Insurance & Financial Holdings
Israel
$13K +$5.77K +41 +62%
GG
1122
Gleason Group
Kentucky
$12K -$4.08K -29 -22%
CMBA
1123
C.M. Bidwell & Associates
Hawaii
$12K – – –
MAM
1124
Marquette Asset Management
Minnesota
$12K – – –
SCM
1125
Silvant Capital Management
Georgia
$12K – – –