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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
451
Meeder Asset Management
Ohio
$24K -$116K -1,058 -84%
AS
452
Altshuler Shaham
Israel
$24K
KPCM
453
Kings Point Capital Management
New York
$24K
CAW
454
Cornerstone Advisors (Washington)
Washington
$23K
TFO
455
Tarbox Family Office
California
$22K
ADL
456
Asset Dedication LLC
California
$20K +$19.2K +175 New
SWP
457
Stratos Wealth Partners
Ohio
$19K +$18.3K +167 New
WC
458
Whitney & Co
New York
$19K +$19.2K +175 New
SSB
459
Sandy Spring Bank
Maryland
$18K
PA
460
Parallel Advisors
California
$16K
BWA
461
BDO Wealth Advisors
Florida
$15K
PSC
462
Prentiss Smith & Co
Vermont
$13K -$1.09K -10 -8%
RWA
463
River Wealth Advisors
Pennsylvania
$13K
CIA
464
CSat Investment Advisory
Michigan
$13K +$1.09K +10 +9%
OIA
465
OneDigital Investment Advisors
Kansas
$12K
ST
466
Smithfield Trust
Pennsylvania
$12K
AIM
467
Anchor Investment Management
South Carolina
$11.5K
SMFS
468
Squar Milner Financial Services
California
$11K
VCM
469
Versant Capital Management
Arizona
$11K
APP
470
Avantax Planning Partners
Iowa
$10K +$9.86K +90 New
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$10K +$9.97K +91 New
OFS
472
Orrstown Financial Services
Pennsylvania
$9K -$4.05K -37 -33%
LFA
473
Legacy Financial Advisors
Kentucky
$9K
SF
474
Synovus Financial
Georgia
$9K
CFGS
475
Concourse Financial Group Securities
Alabama
$9K +$8.65K +79 New