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Name Holding Trade Value Shares
Change
Change in
Stake
AA
401
Ancora Advisors
Ohio
$20K +$19.5K +200 New
FANJ
402
Financial Architects (New Jersey)
New Jersey
$17K +$14.6K +150 +714%
SWA
403
Sutton Wealth Advisors
Florida
$15.3K
AIM
404
Advantage Investment Management
Iowa
$15K
WAM
405
Wealthspire Advisors (Maryland)
Maryland
$14K -$878 -9 -6%
PA
406
Parallel Advisors
California
$13K +$12.9K +132 New
HRCM
407
Hood River Capital Management
Florida
$10K +$4.68K +48 +89%
IWM
408
IHT Wealth Management
Illinois
$10K +$9.76K +100 New
EFSCE
409
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$2.93K +30 +58%
EARNEST Partners
410
EARNEST Partners
Georgia
$7K +$7.12K +73 New
CPA
411
Clear Perspective Advisors
Illinois
$6K +$5.37K +55 New
EWM
412
Evercore Wealth Management
New York
$5K -$1.46K -15 -22%
BAM
413
Barrett Asset Management
New York
$5K
AC
414
Alexandria Capital
Virginia
$5K +$2.15K +22 +85%
Bessemer Group
415
Bessemer Group
New Jersey
$5K +$4.59K +47 New
BL
416
Balentine LLC
Georgia
$5K +$5.07K +52 New
FAM
417
Fortaleza Asset Management
Illinois
$4K
OFW
418
Omnia Family Wealth
Florida
$4K +$4.2K +43 New
QT
419
Quantbot Technologies
New York
$4K +$4.78K +49 New
WA
420
Winfield Associates
Ohio
$3K
GWM
421
Geneos Wealth Management
Colorado
$2K
TFO
422
Tarbox Family Office
California
$2K
ZB
423
Zions Bancorporation
Utah
$2K +$2.15K +22 New
RBC
424
Roble Belko & Company
Pennsylvania
$2K +$2.34K +24 New
LS
425
Livforsakringsbolaget Skandia
Sweden
$1.21K -$8.64M -88,600 -88%