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Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$25K – – –
KL
427
KWMG LLC
Kansas
$24K +$23K +227 New
WIM
428
Westside Investment Management
California
$22.1K +$202 +2 +0.9%
CF
429
Centaurus Financial
California
$22K +$21.7K +214 New
AS
430
Altshuler Shaham
Israel
$21K – – –
CAW
431
Cornerstone Advisors (Washington)
Washington
$21K – – –
KPCM
432
Kings Point Capital Management
New York
$21K – – –
TFO
433
Tarbox Family Office
California
$19K -$4.15K -41 -18%
SSB
434
Sandy Spring Bank
Maryland
$16K – – –
BWA
435
BDO Wealth Advisors
Florida
$14K – – –
PA
436
Parallel Advisors
California
$13K – – –
PSC
437
Prentiss Smith & Co
Vermont
$13K – – –
RWA
438
River Wealth Advisors
Pennsylvania
$12K +$11.3K +112 New
OFS
439
Orrstown Financial Services
Pennsylvania
$11K -$6.17K -61 -35%
CIA
440
CSat Investment Advisory
Michigan
$11K +$10.7K +106 New
RFC
441
Regions Financial Corp
Alabama
$11K +$11.1K +110 New
AIM
442
Anchor Investment Management
South Carolina
$10.4K – – –
PCTC
443
Perkins Coie Trust Company
Washington
$10K -$10.1K -100 -50%
OIA
444
OneDigital Investment Advisors
Kansas
$10K – – –
ST
445
Smithfield Trust
Pennsylvania
$10K – – –
VCM
446
Versant Capital Management
Arizona
$10K – – –
SMFS
447
Squar Milner Financial Services
California
$10K +$9.71K +96 New
LFA
448
Legacy Financial Advisors
Kentucky
$9K -$607 -6 -7%
SF
449
Synovus Financial
Georgia
$8K +$7.59K +75 New
EARNEST Partners
450
EARNEST Partners
Georgia
$6K – – –