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Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Atwood & Palmer
Missouri
$11K – – –
RFA
227
Reilly Financial Advisors
California
$11K – – –
KPW
228
Kore Private Wealth
New York
$11K +$2.82K +25 +41%
Destination Wealth Management
229
Destination Wealth Management
California
$11K +$10.5K +93 New
TL
230
TrueWealth LLC
Georgia
$10K – – –
PCG
231
Private Capital Group
Connecticut
$10K +$1.92K +17 +27%
Pathstone Family Office
232
Pathstone Family Office
New Jersey
$9K – – –
AIC
233
Ameritas Investment Company
Nebraska
$9K +$7.89K +70 New
CAW
234
Cornerstone Advisors (Washington)
Washington
$8K – – –
First Horizon Advisors
235
First Horizon Advisors
Tennessee
$7K +$451 +4 +7%
AIA
236
Alera Investment Advisors
Illinois
$7K +$901 +8 +16%
HR
237
Howe & Rusling
New York
$6K – – –
LC
238
Lindbrook Capital
California
$5K – – –
FRA
239
Front Row Advisors
California
$4K -$338 -3 -8%
Central Trust Company
240
Central Trust Company
Missouri
$4K – – –
PMFA
241
Plante Moran Financial Advisors
Michigan
$3K – – –
BlackRock
242
BlackRock
New York
$3K +$451 +4 +19%
OWA
243
One Wealth Advisors
California
$3K +$2.59K +23 New
BCA
244
Berman Capital Advisors
Georgia
$2K – – –
LWA
245
Lenox Wealth Advisors
New York
$2K +$2.25K +20 New
Shelton Capital Management
246
Shelton Capital Management
Colorado
$1.78K +$24.7K +219 New
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$1K – – –
HCM
248
HMI Capital Management
California
– -$34.1M -314,710 Closed
OCG
249
Opus Capital Group
Ohio
– -$2.17M -20,085 Closed
T
250
TOBAM
France
– -$1.12M -10,383 Closed