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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
551
Convergence Investment Partners
Florida
$13K +$13.9K +150 New
CFA
552
Carroll Financial Associates
North Carolina
$12K -$2.13K -23 -13%
ACM
553
AUA Capital Management
Pennsylvania
$12K
Rockefeller Capital Management
554
Rockefeller Capital Management
New York
$12K +$13.3K +143 New
SIS
555
Sound Income Strategies
Florida
$11K
RE
556
RBC Europe
United Kingdom
$11K
FANJ
557
Financial Architects (New Jersey)
New Jersey
$10K -$23.6K -254 -68%
VCM
558
Versant Capital Management
Arizona
$10K -$371 -4 -3%
BWA
559
BDO Wealth Advisors
Florida
$10K
BRC
560
Bell Rock Capital
Delaware
$10K
KA
561
Kaizen Advisory
Illinois
$10K
TFS
562
TrustCore Financial Services
Tennessee
$10K +$11.3K +122 New
HR
563
Howe & Rusling
New York
$9K -$85.3K -919 -90%
MWM
564
Mascoma Wealth Management
New Hampshire
$9K
PMFA
565
Plante Moran Financial Advisors
Michigan
$9K
PFO
566
Pathstone Family Office
New Jersey
$9K +$9.65K +104 +2,080%
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$9K +$10.3K +111 New
AWM
568
Avior Wealth Management
Nebraska
$8K
SSB
569
Sandy Spring Bank
Maryland
$8K
SWMG
570
Signature Wealth Management Group
Georgia
$8K
BCWM
571
Bartlett & Co Wealth Management
Ohio
$7.25K +$7.98K +86 New
THWM
572
Taylor Hoffman Wealth Management
Virginia
$7K
BC
573
Bartlett & Co
Ohio
$7K +$7.98K +86 New
WTB
574
Washington Trust Bank
Washington
$6K -$53.8K -580 -88%
PFBT
575
Parkside Financial Bank & Trust
Missouri
$6K -$9.37K -101 -58%