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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$76K +$9.71K +360 +16%
SIC
377
Salem Investment Counselors
North Carolina
$75K +$80.9K +3,000 New
KPW
378
Kore Private Wealth
New York
$72K – – –
TCOV
379
Trust Company of Vermont
Vermont
$67K -$36K -1,334 -36%
NWM
380
Northwest Wealth Management
Iowa
$65K – – –
CAC
381
Certified Advisory Corp
Florida
$65K +$458 +17 +0.8%
PHK
382
Point72 Hong Kong
Hong Kong
$62K -$143K -5,308 -71%
RCAG
383
Rehmann Capital Advisory Group
Michigan
$58.2K -$674 -25 -1%
AFIA
384
America First Investment Advisors
Nebraska
$57K – – –
CIM
385
Centersquare Investment Management
Pennsylvania
$57K – – –
HGWM
386
Harvest Group Wealth Management
Massachusetts
$52K +$48.9K +1,815 New
GWM
387
Geneos Wealth Management
Colorado
$50K – – –
DAM
388
Delta Asset Management
Tennessee
$49K – – –
LC
389
Lindbrook Capital
California
$43K – – –
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$35K +$33.2K +1,232 New
APA
391
American Portfolios Advisors
New York
$33.8K – – –
GLI
392
Guardian Life Insurance
New York
$31K +$1.21K +45 +4%
FHA
393
Flagship Harbor Advisors
Massachusetts
$29K -$512 -19 -2%
CWM
394
Cedar Wealth Management
California
$29K – – –
ZB
395
Zions Bancorporation
Utah
$28K -$162 -6 -0.6%
WTB
396
Washington Trust Bank
Washington
$27K -$25.6K -950 -50%
CAW
397
Cornerstone Advisors (Washington)
Washington
$27K -$22.4K -831 -47%
ClearBridge Investments
398
ClearBridge Investments
New York
$27K -$108 -4 -0.4%
FC
399
Ferris Capital
Massachusetts
$26K – – –
GWA
400
Guidant Wealth Advisors
Illinois
$26K – – –