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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
401
Carmichael Hill & Associates
Maryland
$26K +$5.59K +20 +38%
BDWM
402
Brewin Dolphin Wealth Management
Ireland
$25.1K – – –
HFS
403
HBC Financial Services
Washington
$25K +$19.6K +70 New
NICM
404
Neo Ivy Capital Management
New York
$21K -$188K -673 -92%
GWS
405
Glassman Wealth Services
Virginia
$18K – – –
PA
406
Parallel Advisors
California
$15K +$559 +2 +5%
LC
407
Lindbrook Capital
California
$14K +$3.07K +11 +41%
Loomis, Sayles & Company
408
Loomis, Sayles & Company
Massachusetts
$14K +$10.6K +38 New
SSB
409
Sandy Spring Bank
Maryland
$13K – – –
WAS
410
Winch Advisory Services
Wisconsin
$11K +$3.35K +12 +63%
CT
411
Clearstead Trust
Maine
$11K +$8.94K +32 New
RWA
412
Ropes Wealth Advisors
Massachusetts
$10K -$6.14K -22 -44%
EARNEST Partners
413
EARNEST Partners
Georgia
$10K – – –
FFC
414
First Financial Corp
Indiana
$10K – – –
VCM
415
Versant Capital Management
Arizona
$10K – – –
AL
416
ADE LLC
Maryland
$10K +$7.54K +27 New
AFS
417
Annapolis Financial Services
Maryland
$7K +$5.31K +19 New
BFC
418
Bedel Financial Consulting
Indiana
$6K – – –
MAM
419
Meeder Asset Management
Ohio
$6K +$279 +1 +6%
MFT
420
Moisand Fitzgerald Tamayo
Florida
$6K +$4.47K +16 New
BSSFA
421
Baron Silver Stevens Financial Advisors
Florida
$6K +$5.31K +19 New
RWM
422
Raffa Wealth Management
District of Columbia
$5.03K -$1.96K -7 -33%
ABC
423
Associated Banc-Corp
Wisconsin
$5K – – –
TCM
424
Tradewinds Capital Management
Washington
$4K -$1.4K -5 -33%
BCH
425
Berkshire Capital Holdings
California
$4K – – –