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Name Holding Trade Value Shares
Change
Change in
Stake
TJHA
376
Thomas J. Herzfeld Advisors
Florida
$64K – – –
MA
377
MUFG Americas
New York
$63K -$1.09K -70 -2%
GWM
378
Geneos Wealth Management
Colorado
$53K +$2.41K +155 +5%
NFG
379
Next Financial Group
Texas
$50K +$50.5K +3,250 New
Bessemer Group
380
Bessemer Group
New Jersey
$50K +$50.6K +3,255 New
SIAS
381
Shine Investment Advisory Services
Colorado
$48K +$6.69K +430 +16%
PFS
382
Prospera Financial Services
Texas
$47K +$47.4K +3,050 New
JIR
383
James Investment Research
Ohio
$46K – – –
SSB
384
Sandy Spring Bank
Maryland
$46K +$19.4K +1,250 +71%
JWM
385
Jeppson Wealth Management
California
$44K +$44.7K +2,875 New
BCA
386
Berman Capital Advisors
Georgia
$42K -$7.93K -510 -16%
HGWM
387
Harvest Group Wealth Management
Massachusetts
$42K – – –
GRP
388
Global Retirement Partners
California
$40K – – –
SPIA
389
Steward Partners Investment Advisory
New York
$40K +$1.32K +85 +3%
CCA
390
Column Capital Advisors
Indiana
$37K -$47.4K -3,050 -56%
CFA
391
Carroll Financial Associates
North Carolina
$36K – – –
OAJ
392
Ogorek Anthony Joseph
New York
$36K – – –
FHA
393
First Horizon Advisors
Tennessee
$32K -$2.96K -190 -8%
AF
394
Allworth Financial
California
$31K – – –
POIA
395
Pin Oak Investment Advisors
Texas
$29K – – –
WT
396
Whittier Trust
California
$28K -$6.69K -430 -19%
GFPC
397
Global Financial Private Client
Florida
$25.9K -$49.9K -3,210 -66%
KC
398
Knuff & Co
California
$23K – – –
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K – – –
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$22K – – –