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Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
CX Institutional
Indiana
$8K – – –
MA
652
MUFG Americas
New York
$8K – – –
PMFA
653
Plante Moran Financial Advisors
Michigan
$7K -$38.5K -264 -85%
HNB
654
Huntington National Bank
Ohio
$7K -$30.8K -211 -83%
EW
655
Evoke Wealth
California
$6.64K -$2.92K -20 -32%
GWS
656
Glassman Wealth Services
Virginia
$6K -$438 -3 -7%
AF
657
Advisornet Financial
Minnesota
$6K – – –
RFM
658
Royal Fund Management
Florida
$6K – – –
WPA
659
West Paces Advisors
Georgia
$5.72K – – –
WB
660
Webster Bank
Connecticut
$5K -$7.88K -54 -63%
BL
661
Balentine LLC
Georgia
$5K -$1.46K -10 -25%
FRA
662
Front Row Advisors
California
$5K – – –
TIM
663
Tortoise Investment Management
New York
$5K – – –
CCM
664
Covington Capital Management
California
$5K +$4.82K +33 New
LWA
665
Lowe Wealth Advisors
Maryland
$4K – – –
OAM
666
Oppenheimer Asset Management
New York
$4K – – –
RIA
667
Realta Investment Advisors
Delaware
$4K – – –
EWP
668
Engrave Wealth Partners
Texas
$4K +$4.23K +29 New
KFS
669
Kelly Financial Services
Massachusetts
$3.4K – – –
BHWM
670
Bay Harbor Wealth Management
Maryland
$3K – – –
SCA
671
Stonebridge Capital Advisors
Minnesota
$3K +$2.92K +20 New
TWA
672
TCI Wealth Advisors
Arizona
$3K +$2.92K +20 New
CMA
673
Cedar Mountain Advisors
Oregon
$3K +$3.07K +21 New
DI
674
Disciplined Investments
Oklahoma
$3K +$3.07K +21 New
LWM
675
Lionsbridge Wealth Management
Florida
$3K +$3.5K +24 New