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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$14K +$12K +200 New
CG
327
Cutler Group
California
$13K -$546K -9,100 -98%
TCM
328
Tradewinds Capital Management
Washington
$13K
QCG
329
Quadrant Capital Group
Ohio
$12K -$540 -9 -4%
VIA
330
Vantage Investment Advisors
Pennsylvania
$12K
SWA
331
Sutton Wealth Advisors
Florida
$11.8K +$10.4K +174 New
OC
332
Oakworth Capital
Alabama
$11K
WTC
333
WhitTier Trust Company
Nevada
$11K +$9.91K +165 New
HIIFS
334
Harel Insurance Investments & Financial Services
Israel
$10K
VCM
335
Versant Capital Management
Arizona
$10K +$420 +7 +5%
JFA
336
JNBA Financial Advisors
Minnesota
$10K +$3K +50 +50%
ACM
337
Armbruster Capital Management
New York
$9K +$8.41K +140 New
FHA
338
First Horizon Advisors
Tennessee
$9K +$9.01K +150 New
CBT
339
Central Bank & Trust
Kentucky
$8K
EWM
340
Edge Wealth Management
New York
$7K -$5.41K -90 -45%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$7K
FNBT
342
FineMark National Bank & Trust
Florida
$7K
GWM
343
Gupta Wealth Management
California
$7K
MCM
344
Manchester Capital Management
Vermont
$7K
PMFA
345
Plante Moran Financial Advisors
Michigan
$7K
AIM
346
Acrospire Investment Management
Illinois
$7K +$6K +100 New
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$7K +$6K +100 New
PCM
348
Penserra Capital Management
California
$6K -$1.62K -27 -21%
BAM
349
Barrett Asset Management
New York
$6K +$5.1K +85 New
AssetMark Inc
350
AssetMark Inc
California
$5K -$29.8K -496 -87%