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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
401
Shine Investment Advisory Services
Colorado
$32K +$4.75K +204 +20%
CHAM
402
Clear Harbor Asset Management
Connecticut
$31.3K +$27.9K +1,200 New
AF
403
Allworth Financial
California
$31K -$1.16K -50 -4%
RE
404
RBC Europe
United Kingdom
$30.5K – – –
PFBT
405
Parkside Financial Bank & Trust
Missouri
$29K – – –
WEC
406
Winslow Evans & Crocker
Massachusetts
$26K -$6.75K -290 -23%
BWM
407
BerganKDV Wealth Management
Minnesota
$26K – – –
BBHC
408
Brown Brothers Harriman & Co
New York
$26K – – –
KPCM
409
Kings Point Capital Management
New York
$26K – – –
RWA
410
Ropes Wealth Advisors
Massachusetts
$26K – – –
SFSIG
411
San Francisco Sentry Investment Group
California
$26K +$22.9K +984 New
GRP
412
Global Retirement Partners
California
$22K – – –
AA
413
Ancora Advisors
Ohio
$21K – – –
AIL
414
AGF Investments LLC
Ontario, Canada
$20K +$17.9K +768 New
FHA
415
First Horizon Advisors
Tennessee
$18K – – –
PFS
416
Prospera Financial Services
Texas
$17K +$14.7K +632 New
GT
417
Glenmede Trust
Pennsylvania
$16K -$6.05K -260 -29%
BWP
418
Baldwin Wealth Partners
Massachusetts
$16K – – –
WT
419
Whittier Trust
California
$16K – – –
NFG
420
Next Financial Group
Texas
$16K +$14.7K +633 New
First Manhattan
421
First Manhattan
New York
$15K – – –
Axa
422
Axa
France
$15K +$13.7K +591 New
CCMW
423
Cypress Capital Management (Wyoming)
Wyoming
$14K -$852K -36,642 -99%
SWM
424
Sugarloaf Wealth Management
Georgia
$14K -$11.6K -499 -49%
WIM
425
Westside Investment Management
California
$13.1K – – –