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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
351
Ropes Wealth Advisors
Massachusetts
$7K – – –
BGIM
352
Brandywine Global Investment Management
Pennsylvania
$7K +$1.23K +19 +24%
SCM
353
Stumpf Capital Management
Arizona
$6K – – –
LWM
354
Lenox Wealth Management
Ohio
$6K +$2.85K +44 New
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$6K +$5.32K +82 +586%
ECM
356
Estabrook Capital Management
New York
$5.24K – – –
GI
357
Gradient Investments
Minnesota
$5K – – –
LIA
358
LS Investment Advisors
Michigan
$5K – – –
AF
359
Advisornet Financial
Minnesota
$4K -$1.88K -29 -32%
FFW
360
Fusion Family Wealth
New York
$4K – – –
JCM
361
Jacobi Capital Management
Pennsylvania
$4K – – –
HWA
362
Heritage Wealth Advisors
Virginia
$4K +$4.93K +76 New
EWM
363
Endurance Wealth Management
Rhode Island
$3K – – –
GP
364
Girard Partners
Pennsylvania
$3K +$3.89K +60 New
GWS
365
Glassman Wealth Services
Virginia
$2K -$389 -6 -19%
EARNEST Partners
366
EARNEST Partners
Georgia
$2K – – –
GAM
367
Gemmer Asset Management
California
$2K – – –
HMS
368
Hanseatic Management Services
New Mexico
$2K – – –
BWA
369
Burt Wealth Advisors
Maryland
$2K +$2.14K +33 New
FHB
370
First Hawaiian Bank
Hawaii
$1K +$648 +10 New
GTAM
371
Global Trust Asset Management
Florida
$1K +$713 +11 New
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.3K +20 New
AC
373
Avestar Capital
New York
$1K +$2.33K +36 New
ECA
374
Encompass Capital Advisors
New York
– -$57.9M -887,778 Closed
Alyeska Investment Group
375
Alyeska Investment Group
Illinois
– -$32.1M -491,995 Closed