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Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$25K +$10.1K +752 +67%
KAS
302
Kemnay Advisory Services
New York
$23.1K -$2.09K -155 -8%
ZBNA
303
Zions Bancorporation, National Association
Utah
$22.7K – – –
FPF
304
First Pacific Financial
Washington
$22.7K -$9.27K -687 -29%
CFB
305
Cullen/Frost Bankers
Texas
$22.6K +$2.9K +215 +15%
UB
306
UMB Bank
Missouri
$21.3K +$769 +57 +4%
EWA
307
EverSource Wealth Advisors
Alabama
$19.6K -$17.5K -1,296 -47%
GSWM
308
Golden State Wealth Management
California
$19K -$135 -10 -0.7%
PCM
309
Penserra Capital Management
California
$19K +$3.09K +229 +19%
SS
310
SBI Securities
Japan
$16.8K -$2.82K -209 -14%
FFA
311
Farther Finance Advisors
California
$16.4K +$148 +11 +0.9%
HNB
312
Huntington National Bank
Ohio
$15.7K +$15.8K +1,169 +116,900%
QC
313
Quent Capital
New York
$15K – – –
CFFP
314
Center for Financial Planning
Michigan
$14.8K – – –
WSFS
315
Wilmington Savings Fund Society
Delaware
$13.6K – – –
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.4K – – –
PCTC
317
Perkins Coie Trust Company
Washington
$13.4K – – –
YDMI
318
Y.D. More Investments
Israel
$13.4K – – –
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$13.2K +$2.1K +156 +19%
RDFA
320
Ritter Daniher Financial Advisory
Ohio
$11K – – –
TCOV
321
Trust Company of Vermont
Vermont
$10.7K +$10.8K +797 New
SO
322
STRS Ohio
Ohio
$9.37K – – –
BFS
323
Bare Financial Services
Pennsylvania
$7.28K +$2.56K +190 +54%
AAS
324
Ameritas Advisory Services
Nebraska
$7.03K +$7.08K +525 New
CYG
325
Clean Yield Group
Vermont
$6.8K – – –