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Name Holding Trade Value Shares
Change
Change in
Stake
EP
326
Eudaimonia Partners
Tennessee
$28K +$5.26K +145 +23%
Lazard Asset Management
327
Lazard Asset Management
New York
$24K -$42.8K -1,180 -63%
FHA
328
Flagship Harbor Advisors
Massachusetts
$23K -$17.5K -483 -43%
HPC
329
HM Payson & Co
Maine
$23K
EWM
330
Endurance Wealth Management
Rhode Island
$22K
RIM
331
Rampart Investment Management
Connecticut
$21K -$42K -1,158 -66%
PA
332
Parallel Advisors
California
$21K +$1.7K +47 +9%
HFRG
333
Houlihan Financial Resource Group
Virginia
$21K +$17.8K +492 New
APA
334
American Portfolios Advisors
New York
$19.2K
JCM
335
Jacobi Capital Management
Pennsylvania
$19K
RFA
336
Reilly Financial Advisors
California
$18K
RWA
337
Ropes Wealth Advisors
Massachusetts
$18K
JWA
338
JFS Wealth Advisors
Pennsylvania
$17K
SFSIG
339
San Francisco Sentry Investment Group
California
$17K +$218 +6 +1%
CAW
340
Cornerstone Advisors (Washington)
Washington
$17K +$1.74K +48 +12%
BAM
341
Bellevue Asset Management
Washington
$16K
CT
342
Caldwell Trust
Florida
$14.4K
GEA
343
Glen Eagle Advisors
New Jersey
$14.4K
BCA
344
Berman Capital Advisors
Georgia
$14K -$12.4K -342 -47%
HFM
345
Hartford Financial Management
Connecticut
$14K
LGWM
346
Litman Gregory Wealth Management
California
$14K
MAWCM
347
Mine & Arao Wealth Creation & Management
California
$14K
PFGIA
348
Patriot Financial Group Insurance Agency
Massachusetts
$14K
TFO
349
Tarbox Family Office
California
$14K
ZB
350
Zions Bancorporation
Utah
$14K