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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
526
Clarus Wealth Advisors
Arizona
$10K +$93 +1 +0.8%
BRC
527
Bell Rock Capital
Delaware
$9K – – –
MWM
528
Mascoma Wealth Management
New Hampshire
$9K – – –
RT
529
Rockland Trust
Massachusetts
$9K +$10.3K +111 New
AF
530
Advisornet Financial
Minnesota
$8K – – –
AWM
531
Avior Wealth Management
Nebraska
$8K – – –
SSB
532
Sandy Spring Bank
Maryland
$8K – – –
VCM
533
Versant Capital Management
Arizona
$8K – – –
YWP
534
YorkBridge Wealth Partners
New York
$8K – – –
BCA
535
Berman Capital Advisors
Georgia
$8K +$11.3K +121 New
Capstone Investment Advisors
536
Capstone Investment Advisors
New York
$7K -$6.79K -73 -46%
CGT
537
Capital Guardian Trust
California
$7K -$5.12K -55 -38%
THWM
538
Taylor Hoffman Wealth Management
Virginia
$7K – – –
TFA
539
Transamerica Financial Advisors
Florida
$7K +$744 +8 +11%
NFG
540
Next Financial Group
Texas
$7K +$5.67K +61 +244%
ED
541
Exane Derivatives
France
$6.99K – – –
PHK
542
Point72 Hong Kong
Hong Kong
$6K -$19.4K -209 -73%
HR
543
Howe & Rusling
New York
$6K -$1.3K -14 -15%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$6K – – –
WTB
545
Washington Trust Bank
Washington
$6K – – –
WANY
546
Wealthspire Advisors (New York)
New York
$6K +$6.42K +69 New
PWMG
547
Prestige Wealth Management Group
New Jersey
$6K +$6.98K +75 New
CAGAS
548
Capital Advisory Group Advisory Services
Minnesota
$6K +$7.16K +77 New
EARNEST Partners
549
EARNEST Partners
Georgia
$5K – – –
LFA
550
Legacy Financial Advisors
Kentucky
$5K – – –