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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
551
Institutional & Family Asset Management
Colorado
$30K +$25.5K +150 New
HIA
552
Harbor Investment Advisory
Maryland
$28K -$8.49K -50 -26%
EDRH
553
Edmond de Rothschild Holding
Switzerland
$27K -$31.7K -187 -58%
OPS
554
Orion Portfolio Solutions
Nebraska
$26K -$3.06K -18 -12%
RWM
555
Raffa Wealth Management
District of Columbia
$23.6K +$679 +4 +4%
JCM
556
Jacobi Capital Management
Pennsylvania
$20K
LWM
557
Lenox Wealth Management
Ohio
$20K +$17K +100 New
LFG
558
Larson Financial Group
Missouri
$20K +$17.1K +101 New
VAIA
559
Virtus Alternative Investment Advisers
Connecticut
$18K -$14.6K -86 -49%
BFC
560
Bedel Financial Consulting
Indiana
$17K
BWM
561
BerganKDV Wealth Management
Minnesota
$16K -$2.21K -13 -14%
Credit Agricole
562
Credit Agricole
France
$15K
WAS
563
Winch Advisory Services
Wisconsin
$15K +$12.7K +75 New
PFPT
564
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K
WT
565
Washington Trust
Rhode Island
$14K +$12.2K +72 New
First Manhattan
566
First Manhattan
New York
$13K
ZB
567
Zions Bancorporation
Utah
$13K +$849 +5 +9%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$12K +$8.15K +48 +369%
EARNEST Partners
569
EARNEST Partners
Georgia
$11K
WT
570
Whittier Trust
California
$11K
LWM
571
Liberty Wealth Management
California
$11K +$9.34K +55 New
GRP
572
Global Retirement Partners
California
$11K +$9.51K +56 New
EW
573
Evoke Wealth
California
$10K +$2.72K +16 +46%
PCIA
574
Prime Capital Investment Advisors
Kansas
$9K -$18.2K -107 -69%
BL
575
Balentine LLC
Georgia
$9K -$8.49K -50 -53%