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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
601
Alera Investment Advisors
Illinois
$11K +$2.8K +21 +40%
OWD
602
Osborn Williams & Donohoe
Ohio
$11K +$10.7K +80 New
BWL
603
Bogart Wealth LLC
Virginia
$10K
SFSIG
604
San Francisco Sentry Investment Group
California
$10K
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.87K +14 +26%
ZB
606
Zions Bancorporation
Utah
$9K -$666 -5 -7%
EARNEST Partners
607
EARNEST Partners
Georgia
$9K
RIA
608
Realta Investment Advisors
Delaware
$9K +$8K +60 New
TCOV
609
Trust Company of Vermont
Vermont
$8K -$2.67K -20 -26%
FCA
610
FinTrust Capital Advisors
South Carolina
$8K
AS
611
Altshuler Shaham
Israel
$8K +$7.6K +57 New
KPW
612
Kore Private Wealth
New York
$7K -$2.67K -20 -29%
BBHC
613
Brown Brothers Harriman & Co
New York
$7K
IWP
614
Icon Wealth Partners
Texas
$7K +$6.67K +50 New
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$133 +1 +3%
TC
616
Truvestments Capital
Florida
$6K +$5.87K +44 New
CI
617
CX Institutional
Indiana
$6K +$6K +45 New
WPA
618
West Paces Advisors
Georgia
$5.32K
FAM
619
Fred Alger Management
New York
$5K -$2.13K -16 -31%
GWS
620
Glassman Wealth Services
Virginia
$5K
MCM
621
Manchester Capital Management
Vermont
$5K
FRA
622
Front Row Advisors
California
$4K -$2.67K -20 -39%
OAM
623
Oppenheimer Asset Management
New York
$4K -$2.53K -19 -42%
TIM
624
Tortoise Investment Management
New York
$4K
LFA
625
Legacy Financial Advisors
Kentucky
$4K +$3.33K +25 New