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Name Holding Trade Value Shares
Change
Change in
Stake
RE
376
RBC Europe
United Kingdom
$15.1K -$5.44K -145 -29%
SPIA
377
Steward Partners Investment Advisory
New York
$13K – – –
FPFS
378
First Personal Financial Services
North Carolina
$11K – – –
WTC
379
WhitTier Trust Company
Nevada
$10K – – –
CWC
380
Carolinas Wealth Consulting
North Carolina
$10K +$8.96K +239 New
IA
381
IFP Advisors
Florida
$9K -$525 -14 -6%
CBT
382
Central Bank & Trust
Kentucky
$9K – – –
FHA
383
Flagship Harbor Advisors
Massachusetts
$9K – – –
GWM
384
Geneos Wealth Management
Colorado
$8K – – –
HFM
385
Hartford Financial Management
Connecticut
$8K – – –
OPS
386
Orion Portfolio Solutions
Nebraska
$8K +$5.96K +159 +468%
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$7K +$6.22K +166 New
NG
388
NWK Group
California
$6K +$4.95K +132 New
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.44K – – –
EARNEST Partners
390
EARNEST Partners
Georgia
$5K – – –
ETC
391
Exchange Traded Concepts
Oklahoma
$5K +$900 +24 +25%
CFA
392
Carroll Financial Associates
North Carolina
$4K – – –
SC
393
Steph & Co
Wisconsin
$4K – – –
TPWA
394
TRUE Private Wealth Advisors
Oregon
$4K – – –
BBHC
395
Brown Brothers Harriman & Co
New York
$3K -$37.7M -1,005,471 -100%
HNB
396
Huntington National Bank
Ohio
$3K -$150K -4,000 -98%
SFS
397
Sowell Financial Services
Arkansas
$3K -$1.35K -36 -31%
BL
398
Balentine LLC
Georgia
$3K -$787 -21 -24%
AF
399
Allworth Financial
California
$3K – – –
AssetMark Inc
400
AssetMark Inc
California
$3K – – –