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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
326
Institutional & Family Asset Management
Colorado
$8K
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$857 +40 +16%
CHA
328
Carmichael Hill & Associates
Maryland
$7K +$6.42K +300 New
EWP
329
Engrave Wealth Partners
Texas
$7K +$6.42K +300 New
ED
330
Exane Derivatives
France
$6.24K
GT
331
Glenmede Trust
Pennsylvania
$6K -$16.2K -757 -73%
BCA
332
Berman Capital Advisors
Georgia
$6K -$2.93K -137 -33%
CCA
333
Column Capital Advisors
Indiana
$6K +$5.55K +259 New
FGAM
334
Financial Gravity Asset Management
Texas
$5K -$36.8K -1,720 -49%
SPIA
335
Steward Partners Investment Advisory
New York
$5K -$5.18K -242 -52%
FBT
336
First Bank & Trust
South Dakota
$5K -$4.8K -224 -50%
WTC
337
WhitTier Trust Company
Nevada
$5K
CA
338
Crewe Advisors
Utah
$5K +$4.26K +199 New
AIM
339
Anchor Investment Management
South Carolina
$4.69K
APA
340
American Portfolios Advisors
New York
$4.68K
LWM
341
Lenox Wealth Management
Ohio
$4K -$2.03K -95 -36%
ADL
342
Asset Dedication LLC
California
$4K
AP
343
Atwood & Palmer
Missouri
$4K
TF
344
TimeScale Financial
Massachusetts
$3K
WFMPM
345
Woodley Farra Manion Portfolio Management
Indiana
$3K +$2.85K +133 New
RFA
346
Reilly Financial Advisors
California
$2K -$4.45K -208 -69%
IA
347
IFP Advisors
Florida
$2K -$728 -34 -26%
AF
348
Allworth Financial
California
$2K
GI
349
Gradient Investments
Minnesota
$2K
AIC
350
Ameritas Investment Company
Nebraska
$2K +$21 +1 +1%