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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$4.52K – – –
RFG
552
RFP Financial Group
Georgia
$4.39K – – –
WT
553
Whittier Trust
California
$4.3K +$837 +18 +23%
CT
554
Cambridge Trust
Massachusetts
$4.18K +$4.32K +93 New
CTWM
555
Cherry Tree Wealth Management
Minnesota
$4.16K – – –
FAM
556
Flaharty Asset Management
Florida
$4.07K +$4.18K +90 New
AFG
557
Albion Financial Group
Utah
$3.96K +$4.09K +88 New
EARNEST Partners
558
EARNEST Partners
Georgia
$3.74K – – –
EWM
559
Evermay Wealth Management
Virginia
$3.62K – – –
BBPWM
560
Blue Bell Private Wealth Management
Pennsylvania
$3.16K -$2.32K -50 -42%
IFAM
561
Institutional & Family Asset Management
Colorado
$3.12K – – –
GJIA
562
Glass Jacobson Investment Advisors
Maryland
$3.08K – – –
BFEC
563
Benjamin F. Edwards & Company
Missouri
$3K – – –
SIS
564
Sound Income Strategies
Florida
$2.69K -$837 -18 -23%
CCM
565
Copeland Capital Management
Pennsylvania
$2.66K -$131K -2,815 -98%
CAS
566
Coppell Advisory Solutions
Texas
$2.34K – – –
GI
567
Gradient Investments
Minnesota
$2.33K – – –
CCA
568
Column Capital Advisors
Indiana
$2.26K – – –
RG
569
Retirement Group
California
$2.26K – – –
EA
570
Evolution Advisers
Virginia
$2K – – –
ST
571
Smithfield Trust
Pennsylvania
$2K – – –
SSG
572
Summit Securities Group
New York
$2K +$976 +21 +95%
SA
573
SRH Advisors
Kansas
$1.92K – – –
GWS
574
Glassman Wealth Services
Virginia
$1.54K +$976 +21 +162%
FFA
575
Farther Finance Advisors
California
$1.53K +$930 +20 +143%