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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$15K – – –
BTI
327
Blue Trust Inc
Georgia
$14K +$8.54K +32 +86%
MA
328
MCF Advisors
Kentucky
$13.9K – – –
STCOSD
329
Sageworth Trust Company of South Dakota
South Dakota
$11.4K -$7.21K -27 -39%
KFI
330
Key Financial Inc
Pennsylvania
$11.4K – – –
AAP
331
Arax Advisory Partners
Colorado
$11.4K +$11.2K +42 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$9.52K -$4.27K -16 -31%
PWMG
333
Prestige Wealth Management Group
New Jersey
$9.52K – – –
FMP
334
Financial Management Professionals
Texas
$9K +$4.27K +16 +100%
ST
335
Sageworth Trust
Pennsylvania
$8.71K – – –
LC
336
Lindbrook Capital
California
$8.43K – – –
GI
337
Gradient Investments
Minnesota
$8.16K -$3.83M -14,359 -100%
VWM
338
Venturi Wealth Management
Texas
$7.89K +$7.74K +29 New
PTC
339
Private Trust Company
Ohio
$7.62K +$6.41K +24 +600%
FFA
340
Farther Finance Advisors
California
$5.44K – – –
JWA
341
JFS Wealth Advisors
Pennsylvania
$5.17K +$1.07K +4 +27%
SSC
342
Syverson Strege & Co
Iowa
$4.9K +$4.8K +18 New
SC
343
Schubert & Co
Texas
$4.63K +$801 +3 +21%
FHA
344
First Horizon Advisors
Tennessee
$4.08K – – –
WPA
345
West Paces Advisors
Georgia
$4.08K +$4K +15 New
SFG
346
Steward Financial Group
Texas
$4K +$3.2K +12 +240%
MCM
347
Manchester Capital Management
Vermont
$3.81K – – –
RFG
348
RFP Financial Group
Georgia
$3.54K – – –
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$3.27K – – –
VFA
350
Values First Advisors
Tennessee
$3.21K +$3.2K +12 New