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Name Holding Trade Value Shares
Change
Change in
Stake
WT
401
Whittier Trust
California
$24K – – –
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$24K +$23.2K +245 New
TFO
403
Tarbox Family Office
California
$23K +$21.6K +229 New
APP
404
Avantax Planning Partners
Iowa
$23K +$23.1K +244 New
AS
405
Altshuler Shaham
Israel
$21K – – –
WIM
406
Westside Investment Management
California
$20.3K – – –
KPCM
407
Kings Point Capital Management
New York
$20K – – –
PCTC
408
Perkins Coie Trust Company
Washington
$20K +$18.9K +200 New
CAW
409
Cornerstone Advisors (Washington)
Washington
$19K -$10.9K -115 -37%
OFS
410
Orrstown Financial Services
Pennsylvania
$17K +$8.03K +85 +98%
SSB
411
Sandy Spring Bank
Maryland
$15K – – –
BWA
412
BDO Wealth Advisors
Florida
$13K – – –
KA
413
Kaizen Advisory
Illinois
$13K – – –
PA
414
Parallel Advisors
California
$13K – – –
PMFA
415
Plante Moran Financial Advisors
Michigan
$13K – – –
PSC
416
Prentiss Smith & Co
Vermont
$12K – – –
OIA
417
OneDigital Investment Advisors
Kansas
$10K – – –
ST
418
Smithfield Trust
Pennsylvania
$10K – – –
VanEck Associates
419
VanEck Associates
New York
$10K +$9.26K +98 New
AIM
420
Anchor Investment Management
South Carolina
$9.85K – – –
WPW
421
Winthrop Partners - WNY
New York
$9.46K +$9.45K +100 New
VCM
422
Versant Capital Management
Arizona
$9K -$13.2K -140 -59%
CIP
423
Convergence Investment Partners
Florida
$9K +$8.41K +89 New
LFA
424
Legacy Financial Advisors
Kentucky
$8K +$2.46K +26 +41%
EARNEST Partners
425
EARNEST Partners
Georgia
$6K – – –