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Name Holding Trade Value Shares
Change
Change in
Stake
AS
451
Altshuler Shaham
Israel
$24K – – –
KPCM
452
Kings Point Capital Management
New York
$24K – – –
CAW
453
Cornerstone Advisors (Washington)
Washington
$23K – – –
TFO
454
Tarbox Family Office
California
$22K – – –
ADL
455
Asset Dedication LLC
California
$20K +$19.2K +175 New
SWP
456
Stratos Wealth Partners
Ohio
$19K +$18.3K +167 New
WC
457
Whitney & Co
New York
$19K +$19.2K +175 New
SSB
458
Sandy Spring Bank
Maryland
$18K – – –
PA
459
Parallel Advisors
California
$16K – – –
BWA
460
BDO Wealth Advisors
Florida
$15K – – –
PSC
461
Prentiss Smith & Co
Vermont
$13K -$1.09K -10 -8%
RWA
462
River Wealth Advisors
Pennsylvania
$13K – – –
CIA
463
CSat Investment Advisory
Michigan
$13K +$1.09K +10 +9%
OIA
464
OneDigital Investment Advisors
Kansas
$12K – – –
ST
465
Smithfield Trust
Pennsylvania
$12K – – –
AIM
466
Anchor Investment Management
South Carolina
$11.5K – – –
SMFS
467
Squar Milner Financial Services
California
$11K – – –
VCM
468
Versant Capital Management
Arizona
$11K – – –
APP
469
Avantax Planning Partners
Iowa
$10K +$9.86K +90 New
WSTAM
470
Wilbanks Smith & Thomas Asset Management
Virginia
$10K +$9.97K +91 New
OFS
471
Orrstown Financial Services
Pennsylvania
$9K -$4.05K -37 -33%
LFA
472
Legacy Financial Advisors
Kentucky
$9K – – –
SF
473
Synovus Financial
Georgia
$9K – – –
CFGS
474
Concourse Financial Group Securities
Alabama
$9K +$8.65K +79 New
EARNEST Partners
475
EARNEST Partners
Georgia
$7K – – –