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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$11K
SWM
402
Selective Wealth Management
Virginia
$11K +$11.1K +462 New
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$11K +$11.9K +493 New
ZB
404
Zions Bancorporation
Utah
$10K -$1.18K -49 -10%
WT
405
Whittier Trust
California
$10K
EIP
406
Ellis Investment Partners
Pennsylvania
$10K +$96 +4 +0.9%
EW
407
Evoke Wealth
California
$9K -$724 -30 -7%
BBA
408
Braun-Bostich & Associates
Pennsylvania
$9K
GAM
409
Gemmer Asset Management
California
$8K -$2.1K -87 -19%
AIM
410
AIA Investment Management
Singapore
$8K
CFFP
411
Center for Financial Planning
Michigan
$8K
HWM
412
Holloway Wealth Management
Florida
$8K
RFA
413
Reilly Financial Advisors
California
$8K
WLPWM
414
Walled Lake Planning & Wealth Management
Illinois
$8K
WB
415
Webster Bank
Connecticut
$8K
AIM
416
Anchor Investment Management
South Carolina
$7.96K
PMFA
417
Plante Moran Financial Advisors
Michigan
$7K -$844 -35 -10%
OC
418
Oakworth Capital
Alabama
$7K
TFO
419
Tarbox Family Office
California
$7K +$1.47K +61 +25%
GEA
420
Glen Eagle Advisors
New Jersey
$6.93K +$4.51K +187 +158%
SLF
421
Sun Life Financial
Ontario, Canada
$5K -$145 -6 -3%
SFPG
422
Stonebridge Financial Planning Group
Florida
$5K
WCG
423
Weaver Consulting Group
California
$5K
AF
424
Allworth Financial
California
$5K +$3.62K +150 +278%
BCA
425
Berman Capital Advisors
Georgia
$4K -$2.17K -90 -28%