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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
626
Proficio Capital Partners
Massachusetts
$20K +$2.33K +11 +13%
TFO
627
Tarbox Family Office
California
$19K +$9.51K +45 +96%
GEA
628
Glen Eagle Advisors
New Jersey
$18.8K -$3.17K -15 -14%
GFP
629
Gryphon Financial Partners
Ohio
$18K +$18.4K +87 New
EARNEST Partners
630
EARNEST Partners
Georgia
$17K +$16.9K +80 New
RPC
631
Rossmore Private Capital
Connecticut
$16.5K +$16.7K +79 New
PSC
632
Prentiss Smith & Co
Vermont
$15K – – –
MOS
633
MGO One Seven
Ohio
$15K +$15.2K +72 New
BWM
634
Baystate Wealth Management
Massachusetts
$14K – – –
WAS
635
Winch Advisory Services
Wisconsin
$14K – – –
POIA
636
Pin Oak Investment Advisors
Texas
$14K +$14.2K +67 New
TWA
637
TCI Wealth Advisors
Arizona
$13K – – –
PMFA
638
Plante Moran Financial Advisors
Michigan
$11K – – –
TCM
639
Tradewinds Capital Management
Washington
$11K +$211 +1 +2%
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$11K +$2.54K +12 +29%
WAS
641
WESPAC Advisors SoCal
California
$10K -$21.1K -100 -67%
HWM
642
Holloway Wealth Management
Florida
$10K – – –
OFW
643
Omnia Family Wealth
Florida
$9K +$6.13K +29 +223%
AC
644
Avestar Capital
New York
$9K +$12.9K +61 New
SWA
645
Sutton Wealth Advisors
Florida
$8.78K +$1.06K +5 +14%
WIM
646
Westside Investment Management
California
$8.14K – – –
Acadian Asset Management
647
Acadian Asset Management
Massachusetts
$8K – – –
BBHC
648
Brown Brothers Harriman & Co
New York
$8K +$6.55K +31 +344%
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$7.52K +$7.61K +36 New
BL
650
Balentine LLC
Georgia
$7K -$1.69K -8 -20%