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Name Holding Trade Value Shares
Change
Change in
Stake
HMS
476
Hanseatic Management Services
New Mexico
$23K – – –
TCM
477
Tradewinds Capital Management
Washington
$23K – – –
WAM
478
Wealthspire Advisors (Maryland)
Maryland
$23K +$2.15K +16 +9%
PGWM
479
Parisi Gray Wealth Management
New Jersey
$22K – – –
CBOA
480
Commonwealth Bank of Australia
Australia
$22K +$1.34K +10 +6%
WTC
481
WhitTier Trust Company
Nevada
$20K – – –
SIAS
482
Shine Investment Advisory Services
Colorado
$19K +$7.37K +55 +56%
VCM
483
Versant Capital Management
Arizona
$18K – – –
FPFS
484
First Personal Financial Services
North Carolina
$18K +$20.1K +150 New
VEA
485
Virtus ETF Advisers
New York
$18K +$20.2K +151 New
EWM
486
Edge Wealth Management
New York
$17K – – –
RFC
487
Regions Financial Corp
Alabama
$17K – – –
CAW
488
Cornerstone Advisors (Washington)
Washington
$16K -$1.07K -8 -6%
MIM
489
MetLife Investment Management
New Jersey
$15.9K -$536 -4 -3%
Bessemer Group
490
Bessemer Group
New Jersey
$15K – – –
JCM
491
Jacobi Capital Management
Pennsylvania
$13K +$1.34K +10 +10%
BWA
492
BDO Wealth Advisors
Florida
$12K – – –
FC
493
Ferris Capital
Massachusetts
$12K – – –
RMC
494
Resources Management Corp
Connecticut
$12K – – –
SWM
495
SeaCrest Wealth Management
New York
$12K – – –
VRM
496
Vectors Research Management
New York
$12K – – –
ClearBridge Investments
497
ClearBridge Investments
New York
$12K +$13.4K +100 New
DWM
498
Doyle Wealth Management
Florida
$12K +$13.4K +100 New
FCA
499
FinTrust Capital Advisors
South Carolina
$12K +$13.4K +100 New
MCM
500
Manchester Capital Management
Vermont
$12K +$13.4K +100 New