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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$35K -$2.02K -40 -5%
Federated Hermes
427
Federated Hermes
Pennsylvania
$34K -$256K -5,066 -88%
BWM
428
Baystate Wealth Management
Massachusetts
$34K -$16.7K -330 -49%
RFC
429
Regions Financial Corp
Alabama
$34K -$758 -15 -2%
GLI
430
Guardian Life Insurance
New York
$32K -$12.8K -254 -29%
EA
431
Edge Advisors
Georgia
$29K – – –
ASN
432
Advisory Services Network
Georgia
$29K +$2.23K +44 +8%
WWM
433
Willingdon Wealth Management
North Carolina
$27K – – –
MYIA
434
Mount Yale Investment Advisors
Colorado
$26K +$26.7K +529 New
TIM
435
Tortoise Investment Management
New York
$24K – – –
NSIM
436
North Star Investment Management
Illinois
$22K – – –
RFA
437
Reilly Financial Advisors
California
$21K – – –
PHK
438
Point72 Hong Kong
Hong Kong
$18K +$18.5K +365 New
AS
439
Altshuler Shaham
Israel
$17K -$2.43K -48 -13%
RIA
440
RPG Investment Advisory
California
$16K +$14.9K +294 +948%
NIT
441
NumerixS Investment Technologies
British Columbia, Canada
$15K -$217K -4,300 -93%
TL
442
TrueWealth LLC
Georgia
$15K -$3.39K -67 -18%
GI
443
Gradient Investments
Minnesota
$15K – – –
TWA
444
TCI Wealth Advisors
Arizona
$15K – – –
SFM
445
Signet Financial Management
New Jersey
$15K +$15.2K +300 New
CHP
446
Cable Hill Partners
Oregon
$14K – – –
CCM
447
Cribstone Capital Management
Maine
$14K – – –
FHA
448
First Horizon Advisors
Tennessee
$14K +$14.1K +279 New
CG
449
Cutler Group
California
$13K -$140K -2,771 -91%
AF
450
Advisornet Financial
Minnesota
$13K – – –