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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
326
Next Financial Group
Texas
$3K -$3.86K -451 -61%
S
327
SignatureFD
Georgia
$3K -$975 -114 -30%
GI
328
Gradient Investments
Minnesota
$3K
COCM
329
Charter Oak Capital Management
New Hampshire
$3K +$1.71K +200 New
PFO
330
Pathstone Family Office
New Jersey
$3K +$2.18K +255 New
FWM
331
ForthRight Wealth Management
Georgia
$3K +$2.58K +302 New
FCH
332
Freestone Capital Holdings
Washington
$2.33K
EARNEST Partners
333
EARNEST Partners
Georgia
$2K
EW
334
Evoke Wealth
California
$2K
FRA
335
Front Row Advisors
California
$2K
NSIM
336
North Star Investment Management
Illinois
$2K
OC
337
Oakworth Capital
Alabama
$2K
WB
338
Webster Bank
Connecticut
$2K
RIM
339
Rockbridge Investment Management
New York
$2K +$1.28K +150 New
MAM
340
McCarthy Asset Management
California
$2K +$1.37K +160 New
TIAM2
341
Tru Independence Asset Management 2
Oregon
$2K +$1.59K +186 New
D
342
Diversified
Delaware
$2K +$2.57K +300 New
APWA
343
Atlas Private Wealth Advisors
New Jersey
$1K -$65.8K -7,696 -99%
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$9 -1 -1%
AF
345
Allworth Financial
California
$1K
BCA
346
Berman Capital Advisors
Georgia
$1K
CA
347
Clearstead Advisors
Ohio
$1K
OSAM
348
O'Shaughnessy Asset Management
Connecticut
$1K
SNT
349
Security National Trust
West Virginia
$1K
WAS
350
Winch Advisory Services
Wisconsin
$1K