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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$79K
VFA
427
Valeo Financial Advisors
Indiana
$76K -$38.5K -149 -32%
S
428
SignatureFD
Georgia
$68K +$34.6K +134 +91%
HPC
429
HM Payson & Co
Maine
$66K +$70.5K +273 New
SIAP
430
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$63K -$25.8K -100 -28%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$62K +$48.3K +187 +267%
EDRH
432
Edmond de Rothschild Holding
Switzerland
$61K +$65.3K +253 New
CH
433
Canton Hathaway
Rhode Island
$60K -$53.2K -206 -45%
BWM
434
BNC Wealth Management
Oregon
$56K +$59.9K +232 New
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$55K +$12.9K +50 +29%
AS
436
Altshuler Shaham
Israel
$51K +$1.81K +7 +3%
SFSIG
437
San Francisco Sentry Investment Group
California
$50K -$329K -1,273 -86%
BWP
438
Baldwin Wealth Partners
Massachusetts
$49K
BWA
439
BDO Wealth Advisors
Florida
$49K
LC
440
Lindbrook Capital
California
$47K +$14.5K +56 +40%
EW
441
Evoke Wealth
California
$47K +$36.9K +143 +286%
EWA
442
Evolution Wealth Advisors
Florida
$46K
NNP
443
Nachman Norwood & Parrott
South Carolina
$39K +$41.3K +160 New
NIC
444
Northwest Investment Counselors
Oregon
$39K +$41.8K +162 New
BCA
445
Berman Capital Advisors
Georgia
$36K +$6.46K +25 +20%
PFO
446
Pathstone Family Office
New Jersey
$36K +$7.75K +30 +25%
GRP
447
Global Retirement Partners
California
$33K
First Manhattan
448
First Manhattan
New York
$33K +$35.6K +138 New
WT
449
Washington Trust
Rhode Island
$32K +$33.6K +130 New
HCP
450
Hexagon Capital Partners
Arkansas
$31K +$35.1K +136 New