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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
401
Blue Trust Inc
Georgia
$10K +$8.97K +118 New
JWA
402
JFS Wealth Advisors
Pennsylvania
$9K -$4.49K -59 -32%
A
403
AustralianSuper
Australia
$8.13K +$8.88M +116,864 New
CA
404
Crewe Advisors
Utah
$8K +$8.29K +109 New
PFS
405
Prospera Financial Services
Texas
$7K -$2.36K -31 -23%
GI
406
Gradient Investments
Minnesota
$7K
NSIM
407
North Star Investment Management
Illinois
$7K
HNB
408
Huntington National Bank
Ohio
$5K -$5.4K -71 -49%
GWS
409
Glassman Wealth Services
Virginia
$5K -$1.29K -17 -19%
EARNEST Partners
410
EARNEST Partners
Georgia
$5K
ZB
411
Zions Bancorporation
Utah
$5K +$684 +9 +16%
BIA
412
Bell Investment Advisors
California
$5K +$5.4K +71 New
TCWM
413
Total Clarity Wealth Management
Illinois
$5K +$5.7K +75 New
CT
414
Caldwell Trust
Florida
$4.87K
PMFA
415
Plante Moran Financial Advisors
Michigan
$4K +$4.71K +62 New
TWC
416
TD Waterhouse Canada
Ontario, Canada
$3.58K +$1.98K +26 +153%
ACM
417
AUA Capital Management
Pennsylvania
$3K
FRA
418
Front Row Advisors
California
$3K
TJHA
419
Thomas J. Herzfeld Advisors
Florida
$3K
RWM
420
Raffa Wealth Management
District of Columbia
$2.78K +$1.06K +14 +54%
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$2.06K -$368K -4,840 -15%
DFCM
422
Dark Forest Capital Management
Puerto Rico
$2K -$9.88K -130 -86%
FF
423
FourThought Financial
Florida
$2K
WTA
424
Washington Trust Advisors
Massachusetts
$2K +$608 +8 +31%
SC
425
Schubert & Co
Texas
$2K +$1.14K +15 +83%