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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$8K -$1.41K -66 -17%
BL
327
Balentine LLC
Georgia
$8K – – –
IFAM
328
Institutional & Family Asset Management
Colorado
$8K – – –
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$857 +40 +16%
CHA
330
Carmichael Hill & Associates
Maryland
$7K +$6.42K +300 New
EWP
331
Engrave Wealth Partners
Texas
$7K +$6.42K +300 New
ED
332
Exane Derivatives
France
$6.24K – – –
GT
333
Glenmede Trust
Pennsylvania
$6K -$16.2K -757 -73%
BCA
334
Berman Capital Advisors
Georgia
$6K -$2.93K -137 -33%
CCA
335
Column Capital Advisors
Indiana
$6K +$5.55K +259 New
FGAM
336
Financial Gravity Asset Management
Texas
$5K -$36.8K -1,720 -49%
SPIA
337
Steward Partners Investment Advisory
New York
$5K -$5.18K -242 -52%
FBT
338
First Bank & Trust
South Dakota
$5K -$4.8K -224 -50%
WTC
339
WhitTier Trust Company
Nevada
$5K – – –
CA
340
Crewe Advisors
Utah
$5K +$4.26K +199 New
AIM
341
Anchor Investment Management
South Carolina
$4.69K – – –
APA
342
American Portfolios Advisors
New York
$4.68K – – –
LWM
343
Lenox Wealth Management
Ohio
$4K -$2.03K -95 -36%
ADL
344
Asset Dedication LLC
California
$4K – – –
AP
345
Atwood & Palmer
Missouri
$4K – – –
TF
346
TimeScale Financial
Massachusetts
$3K – – –
WFMPM
347
Woodley Farra Manion Portfolio Management
Indiana
$3K +$2.85K +133 New
RFA
348
Reilly Financial Advisors
California
$2K -$4.45K -208 -69%
IA
349
IFP Advisors
Florida
$2K -$728 -34 -26%
AF
350
Allworth Financial
California
$2K – – –