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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$21K +$5.25K +52 +29%
PCG
502
Private Capital Group
Connecticut
$21K +$14.5K +144 +169%
PCM
503
Penserra Capital Management
California
$20K -$9.44M -93,592 -100%
HIA
504
Harbor Investment Advisory
Maryland
$20K +$15.1K +150 +214%
TFO
505
Tarbox Family Office
California
$19K -$2.12K -21 -9%
EWM
506
Edge Wealth Management
New York
$19K
HNB
507
Huntington National Bank
Ohio
$19K +$10.2K +101 +99%
KOCAA
508
Knights of Columbus Asset Advisors
Connecticut
$19K +$21.1K +209 New
PG
509
Proffitt & Goodson
Tennessee
$18K -$1.82M -18,000 -99%
TWA
510
TCI Wealth Advisors
Arizona
$18K -$42.8K -424 -69%
ZB
511
Zions Bancorporation
Utah
$18K +$908 +9 +5%
PFBT
512
Parkside Financial Bank & Trust
Missouri
$16K +$1.11K +11 +7%
SF
513
Synovus Financial
Georgia
$16K +$20.4K +202 New
VEA
514
Virtus ETF Advisers
New York
$15K -$404 -4 -2%
GAM
515
Gemmer Asset Management
California
$15K
GRP
516
Global Retirement Partners
California
$14K -$2.72K -27 -15%
EWM
517
EPG Wealth Management
Georgia
$14K
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$14.4K +143 New
CIM
519
Contravisory Investment Management
Massachusetts
$13K +$14.5K +144 New
WTC
520
WhitTier Trust Company
Nevada
$11K -$215K -2,127 -95%
WT
521
Whittier Trust
California
$11K -$5.65K -56 -31%
VCM
522
Versant Capital Management
Arizona
$11K +$101 +1 +0.8%
BL
523
Balentine LLC
Georgia
$10K +$10.5K +104 New
FHA
524
Flagship Harbor Advisors
Massachusetts
$10K +$10.7K +106 New
NFG
525
Next Financial Group
Texas
$9K -$32.9K -326 -77%