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Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Parallel Advisors
California
$16K
IA
377
IFP Advisors
Florida
$15K -$39.8K -297 -72%
CAW
378
Cornerstone Advisors (Washington)
Washington
$14K -$1.21K -9 -8%
TL
379
TrueWealth LLC
Georgia
$14K
ER
380
Enlightenment Research
Florida
$13K +$13.4K +100 New
OC
381
Oakworth Capital
Alabama
$12K
VCM
382
Versant Capital Management
Arizona
$12K
IAS
383
IMA Advisory Services
Colorado
$11K
CHC
384
City Holding Co
West Virginia
$9K
AIA
385
Alera Investment Advisors
Illinois
$9K +$9.9K +74 New
MOS
386
MGO One Seven
Ohio
$9K +$10K +75 New
AAMU
387
Amundi Asset Management US
Massachusetts
$8.7K -$234K -1,752 -2%
IBOK
388
Independence Bank of Kentucky
Kentucky
$8K
PWMG
389
Prestige Wealth Management Group
New Jersey
$7K +$7.23K +54 New
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$6K -$7.5K -56 -53%
RWA
391
River Wealth Advisors
Pennsylvania
$6K
PCM
392
Prelude Capital Management
New York
$6K +$6.69K +50 New
EARNEST Partners
393
EARNEST Partners
Georgia
$5K
VNA
394
Valley National Advisers
Pennsylvania
$5K
KPW
395
Kore Private Wealth
New York
$5K +$5.49K +41 New
AIC
396
Ameritas Investment Company
Nebraska
$5K +$5.75K +43 New
S
397
SignatureFD
Georgia
$4K -$3.48K -26 -46%
FPFS
398
First Personal Financial Services
North Carolina
$4K
CCM
399
Cribstone Capital Management
Maine
$3K
TWA
400
TCI Wealth Advisors
Arizona
$3K