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Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
1151
Brandywine Global Investment Management
Pennsylvania
$17K
AIA
1152
Alera Investment Advisors
Illinois
$17K +$18.3K +271 New
CG
1153
Cutler Group
California
$17K +$18.5K +275 New
PRC
1154
Pearl River Capital
Michigan
$16K +$17.1K +254 New
WPA
1155
West Paces Advisors
Georgia
$14.4K
IP
1156
Intellectus Partners
California
$14K -$53.4K -792 -78%
ATC
1157
Adirondack Trust Company
New York
$14K
BWP
1158
Baldwin Wealth Partners
Massachusetts
$14K
WAS
1159
Winch Advisory Services
Wisconsin
$14K +$135 +2 +0.9%
IWA
1160
Intercontinental Wealth Advisors
Texas
$14K +$15.4K +228 New
EARNEST Partners
1161
EARNEST Partners
Georgia
$13K
IAS
1162
IMA Advisory Services
Colorado
$13K
TC
1163
Trust Company
Kansas
$13K
BWA
1164
BDO Wealth Advisors
Florida
$12K -$405 -6 -3%
PW
1165
Price Wealth
Texas
$12K
WCM
1166
Whitener Capital Management
North Carolina
$12K
CFA
1167
Clarfeld Financial Advisors
New York
$12K +$12.8K +190 New
RBC
1168
Roble Belko & Company
Pennsylvania
$11K
AWM
1169
Avior Wealth Management
Nebraska
$11K +$6K +89 +89%
IF
1170
Ironwood Financial
Arizona
$11K +$11.5K +171 New
JWA
1171
JFS Wealth Advisors
Pennsylvania
$10K
CC
1172
Claybrook Capital
Massachusetts
$9K +$9.17K +136 New
WDL
1173
Well Done LLC
Michigan
$9K +$9.17K +136 New
1NWS
1174
1 North Wealth Services
Maryland
$9K +$9.44K +140 New
GRP
1175
Global Retirement Partners
California
$8K -$4.58K -68 -34%