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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
201
Winch Advisory Services
Wisconsin
$14K
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$14K +$440 +6 +3%
FCA
203
FinTrust Capital Advisors
South Carolina
$14K +$11.1K +152 +380%
WEC
204
Winslow Evans & Crocker
Massachusetts
$13K
AAM
205
Advisors Asset Management
Colorado
$10.2K +$10.6K +144 New
TWA
206
TCI Wealth Advisors
Arizona
$10K
CFGS
207
Concourse Financial Group Securities
Alabama
$10K +$10.3K +140 New
GAM
208
Gemmer Asset Management
California
$9K
PA
209
Parallel Advisors
California
$8K
QCG
210
Quadrant Capital Group
Ohio
$6K +$1.39K +19 +32%
TFO
211
Tarbox Family Office
California
$4K
VNA
212
Valley National Advisers
Pennsylvania
$4K
Fidelity Investments
213
Fidelity Investments
Massachusetts
$3K
CWC
214
Carolinas Wealth Consulting
North Carolina
$3K +$3.59K +49 New
APA
215
American Portfolios Advisors
New York
$2.9K
BCA
216
Berman Capital Advisors
Georgia
$2K -$1.25K -17 -37%
VCM
217
Versant Capital Management
Arizona
$2K -$147 -2 -6%
EI
218
Ellevest Inc
New York
$2K +$2.05K +28 New
ASN
219
Advisory Services Network
Georgia
$2K +$2.2K +30 New
Federated Hermes
220
Federated Hermes
Pennsylvania
$1K -$73 -1 -5%
CAW
221
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
222
Parkside Financial Bank & Trust
Missouri
$1K
LC
223
Lindbrook Capital
California
$1K +$733 +10 New
BWA
224
BDO Wealth Advisors
Florida
$1K +$953 +13 New
CYG
225
Clean Yield Group
Vermont
$1K +$1.32K +18 New