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