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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
526
Tarbox Family Office
California
$3K -$591 -4 -13%
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$3K
SLF
528
Sun Life Financial
Ontario, Canada
$3K
WB
529
West Bancorporation
Iowa
$3K
BCA
530
Berman Capital Advisors
Georgia
$3K +$1.77K +12 +44%
PWMG
531
Prestige Wealth Management Group
New Jersey
$3K +$4.58K +31 New
FCH
532
Freestone Capital Holdings
Washington
$2.46K -$248K -1,679 -7%
WPA
533
West Paces Advisors
Georgia
$2.18K
AF
534
Allworth Financial
California
$2K
VCM
535
Versant Capital Management
Arizona
$2K
ABC
536
Associated Banc-Corp
Wisconsin
$2K +$2.07K +14 New
BL
537
Balentine LLC
Georgia
$2K +$2.36K +16 New
RWA
538
Ropes Wealth Advisors
Massachusetts
$2K +$2.81K +19 New
FAM
539
Fred Alger Management
New York
$2K +$2.95K +20 New
AIM
540
Anchor Investment Management
South Carolina
$1.52K +$2.07K +14 New
CAM
541
ClariVest Asset Management
California
$1K
PO
542
Private Ocean
California
$1K
SC
543
Sawyer & Company
Massachusetts
$1K
BBHC
544
Brown Brothers Harriman & Co
New York
$1K +$295 +2 +40%
CAN
545
Claraphi Advisory Network
United States
$1K +$738 +5 New
PW
546
Price Wealth
Texas
$1K +$1.18K +8 New
MWM
547
MBE Wealth Management
Wisconsin
$1K +$1.77K +12 New
EW
548
Evoke Wealth
California
$875 -$18.8K -127 -94%
RWM
549
Raffa Wealth Management
District of Columbia
$653
GEA
550
Glen Eagle Advisors
New Jersey
$109