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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$7K -$12.6K -144 -62%
RFC
377
Regions Financial Corp
Alabama
$7K
WCM
378
WealthBridge Capital Management
Ohio
$7K +$7.73K +88 New
EARNEST Partners
379
EARNEST Partners
Georgia
$6K
CFG
380
Citizens Financial Group
Rhode Island
$5K
SMFS
381
Squar Milner Financial Services
California
$5K
W
382
WealthOne
New York
$5K +$4.83K +55 New
CAM
383
Cresset Asset Management
Illinois
$5K +$5.53K +63 New
CHP
384
Cable Hill Partners
Oregon
$4K
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
JCM
386
Jacobi Capital Management
Pennsylvania
$4K
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$4K
VFA
388
Valeo Financial Advisors
Indiana
$4K
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$4K +$615 +7 +17%
HI
390
Hudock Inc
Pennsylvania
$3K
OFW
391
Omnia Family Wealth
Florida
$3K
BCA
392
Berman Capital Advisors
Georgia
$3K +$3.95K +45 New
GT
393
Glenmede Trust
Pennsylvania
$3K +$4.13K +47 New
IFAM
394
Institutional & Family Asset Management
Colorado
$2K -$2.11K -24 -50%
PMFA
395
Plante Moran Financial Advisors
Michigan
$2K
SIS
396
Sound Income Strategies
Florida
$2K
TFS
397
TrustCore Financial Services
Tennessee
$2K
MSA
398
Marino Stram & Associates
Massachusetts
$2K +$2.28K +26 New
PWMG
399
Prestige Wealth Management Group
New Jersey
$2K +$2.37K +27 New
RWM
400
Raffa Wealth Management
District of Columbia
$1.24K