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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
451
Simon Quick Advisors
New Jersey
$11.8K +$10.7K +86 New
CFN
452
Cordasco Financial Network
Florida
$11K
TFS
453
TrustCore Financial Services
Tennessee
$10K -$8.84K -71 -50%
Federated Hermes
454
Federated Hermes
Pennsylvania
$10K -$2.74K -22 -22%
TJHA
455
Thomas J. Herzfeld Advisors
Florida
$10K -$1.37K -11 -13%
ETI
456
Enterprise Trust & Investment
California
$10K +$9.08K +73 New
TPWA
457
TRUE Private Wealth Advisors
Oregon
$9K +$8.34K +67 New
FMTCOCP
458
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
SMFS
459
Squar Milner Financial Services
California
$8K +$1.49K +12 +27%
GAM
460
Griffin Asset Management
New York
$8K +$7.47K +60 New
BFEC
461
Benjamin F. Edwards & Company
Missouri
$7K +$6.35K +51 New
SIS
462
Sound Income Strategies
Florida
$7K +$6.59K +53 New
W
463
WealthStone
Ohio
$6.29K +$5.72K +46 New
IFAM
464
Institutional & Family Asset Management
Colorado
$6K -$622 -5 -10%
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$622 -5 -11%
GAM
466
Gemmer Asset Management
California
$6K
PO
467
Private Ocean
California
$6K
WOC
468
West Oak Capital
California
$6K
PCTC
469
Perkins Coie Trust Company
Washington
$6K +$5.35K +43 New
LM
470
Lincluden Management
Ontario, Canada
$5.24K -$801K -6,440 -14%
GWMIA
471
Global Wealth Management Investment Advisory
Florida
$5K
WCG
472
Weaver Consulting Group
California
$5K
TSW
473
Thompson Siegel & Walmsley
Virginia
$4K +$3.36K +27 New
FCH
474
Freestone Capital Holdings
Washington
$3.29K +$213K +1,708 +8%
First Manhattan
475
First Manhattan
New York
$3K