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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
376
Global Wealth Management Investment Advisory
Florida
$4K
PFO
377
Pathstone Family Office
New Jersey
$4K
PCG
378
Private Capital Group
Connecticut
$4K
ABC
379
Associated Banc-Corp
Wisconsin
$4K +$1.2K +34 +58%
CI
380
CX Institutional
Indiana
$4K +$1.72K +49 +102%
BL
381
Balentine LLC
Georgia
$4K +$2.18K +62 +151%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$4K +$3.66K +104 New
HIA
383
Harbor Investment Advisory
Maryland
$3K -$4.19K -119 -57%
CFA
384
Carroll Financial Associates
North Carolina
$3K -$3.77K -107 -56%
ME
385
McIlrath & Eck
Washington
$3K -$2.11K -60 -39%
EARNEST Partners
386
EARNEST Partners
Georgia
$3K
GRP
387
Global Retirement Partners
California
$3K
LWA
388
Lowe Wealth Advisors
Maryland
$3K
VFA
389
Valeo Financial Advisors
Indiana
$3K +$1.51K +43 +123%
WT
390
Whittier Trust
California
$2K -$4.4K -125 -63%
OPS
391
Orion Portfolio Solutions
Nebraska
$2K -$1.65K -47 -47%
AWM
392
AllSquare Wealth Management
New York
$2K
BAMG
393
Brand Asset Management Group
Missouri
$2K
FMTCOCP
394
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
TFS
395
TrustCore Financial Services
Tennessee
$2K
VCM
396
Versant Capital Management
Arizona
$2K
ZB
397
Zions Bancorporation
Utah
$2K +$352 +10 +27%
C
398
Cerebellum
California
$2K +$880 +25 New
WAMC
399
Western Asset Management Company
California
$2K +$985 +28 New
BFIM
400
Beese Fulmer Investment Management
Ohio
$2K +$1.65K +47 New