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Name Holding Trade Value Shares
Change
Change in
Stake
TL
476
TrueWealth LLC
Georgia
$86K
TSW
477
Thompson Siegel & Walmsley
Virginia
$85K
PA
478
Parallel Advisors
California
$84K +$16.3K +66 +23%
FPFS
479
First Personal Financial Services
North Carolina
$82K
PCG
480
Private Capital Group
Connecticut
$82K +$43.8K +177 +109%
GLI
481
Guardian Life Insurance
New York
$78K
HMS
482
Hanseatic Management Services
New Mexico
$78K
NFG
483
Next Financial Group
Texas
$70K +$3.22K +13 +5%
CIA
484
CSat Investment Advisory
Michigan
$63K +$8.41K +34 +15%
APA
485
American Portfolios Advisors
New York
$62.5K
CDIA
486
Capital Directions Investment Advisors
Georgia
$57K +$58.4K +236 New
AIM
487
AIA Investment Management
Singapore
$56K +$57.1K +231 New
BCWM
488
Bartlett & Co Wealth Management
Ohio
$54.6K +$54.9K +222 New
BC
489
Bartlett & Co
Ohio
$54K +$54.9K +222 New
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$52K -$1.98K -8 -4%
HWA
491
Heritage Wealth Advisors
Virginia
$50K
S
492
SignatureFD
Georgia
$48K +$4.7K +19 +10%
MIFH
493
Migdal Insurance & Financial Holdings
Israel
$46K +$47.3K +191 New
SIAS
494
Shine Investment Advisory Services
Colorado
$44K +$4.45K +18 +11%
RFA
495
Reilly Financial Advisors
California
$43K
PB
496
Pinnacle Bancorp
Nebraska
$42K +$4.7K +19 +12%
PCIA
497
Prime Capital Investment Advisors
Kansas
$42K +$43K +174 New
VAIA
498
Virtus Alternative Investment Advisers
Connecticut
$40K -$15.1K -61 -27%
BCA
499
Berman Capital Advisors
Georgia
$40K +$3.46K +14 +9%
OC
500
Oakworth Capital
Alabama
$38K