Name Holding Trade Value Shares
Change
Change in
Stake
CHP
251
Cable Hill Partners
Oregon
$22K – – –
WTC
252
WhitTier Trust Company
Nevada
$21K – – –
PCG
253
Private Capital Group
Connecticut
$19K +$20K +784 New
BAM
254
Barrett Asset Management
New York
$18K – – –
APA
255
American Portfolios Advisors
New York
$16.3K +$15.3K +600 New
AP
256
Advisors Preferred
Maryland
$16K -$58.2K -2,288 -79%
PK
257
Pflug Koory
Nebraska
$16K – – –
Federated Hermes
258
Federated Hermes
Pennsylvania
$13K +$5.7K +224 +92%
GWS
259
Glassman Wealth Services
Virginia
$11K – – –
LWA
260
Lenox Wealth Advisors
New York
$11K +$10.2K +400 New
RWA
261
Ropes Wealth Advisors
Massachusetts
$10K – – –
PHK
262
Point72 Hong Kong
Hong Kong
$10K +$9.27K +364 New
RA
263
Royce & Associates
New York
$10K +$9.27K +364 New
IA
264
IFP Advisors
Florida
$9K -$16.4K -644 -67%
TL
265
TrueWealth LLC
Georgia
$6K +$5.4K +212 New
SPIA
266
Steward Partners Investment Advisory
New York
$5K +$5.29K +208 New
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.63K +64 +64%
BBHC
268
Brown Brothers Harriman & Co
New York
$4K +$4.07K +160 New
VFA
269
Valeo Financial Advisors
Indiana
$3K – – –
VCM
270
Versant Capital Management
Arizona
$3K – – –
WWMSC
271
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
TCOV
272
Trust Company of Vermont
Vermont
$3K +$2.85K +112 New
FMA
273
FNY Managed Accounts
New York
$3K +$3.16K +124 New
CIM
274
Contravisory Investment Management
Massachusetts
$2K – – –
QCG
275
Quadrant Capital Group
Ohio
$2K – – –