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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
551
Pathstone Family Office
New Jersey
$33K +$29.2K +200 New
IA
552
IFP Advisors
Florida
$31K -$433K -2,965 -94%
TCM
553
Tradewinds Capital Management
Washington
$31K – – –
FPFS
554
First Personal Financial Services
North Carolina
$31K +$5.84K +40 +27%
CBOA
555
Commonwealth Bank of Australia
Australia
$30K – – –
HMS
556
Hanseatic Management Services
New Mexico
$30K – – –
CAW
557
Cornerstone Advisors (Washington)
Washington
$29K +$5.99K +41 +30%
LFA
558
Legacy Financial Advisors
Kentucky
$29K +$25.4K +174 +2,900%
WTC
559
WhitTier Trust Company
Nevada
$27K – – –
GWM
560
Geneos Wealth Management
Colorado
$25K -$13.9K -95 -38%
PGWM
561
Parisi Gray Wealth Management
New Jersey
$25K -$4.82K -33 -18%
SIAS
562
Shine Investment Advisory Services
Colorado
$25K – – –
VCM
563
Versant Capital Management
Arizona
$25K +$438 +3 +2%
BBHC
564
Brown Brothers Harriman & Co
New York
$24K +$10.4K +71 +95%
EWM
565
Edge Wealth Management
New York
$23K – – –
RFC
566
Regions Financial Corp
Alabama
$22K – – –
IFAM
567
Institutional & Family Asset Management
Colorado
$22K +$14.6K +100 +303%
AF
568
Advisornet Financial
Minnesota
$20K -$12.4K -85 -41%
SFA
569
Semmax Financial Advisors
North Carolina
$19K -$13.3K -91 -44%
RE
570
RBC Europe
United Kingdom
$17.2K +$4.38K +30 +40%
JCM
571
Jacobi Capital Management
Pennsylvania
$16K -$1.46K -10 -9%
ClearBridge Investments
572
ClearBridge Investments
New York
$16K – – –
FC
573
Ferris Capital
Massachusetts
$16K – – –
FCA
574
FinTrust Capital Advisors
South Carolina
$16K – – –
SWM
575
SeaCrest Wealth Management
New York
$16K – – –