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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
451
Heritage Wealth Advisors
Virginia
$26K – – –
SIAP
452
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K – – –
Credit Agricole
453
Credit Agricole
France
$25K – – –
WT
454
Whittier Trust
California
$24K +$2K +50 +8%
UB
455
UMB Bank
Missouri
$23K -$3.76K -94 -13%
MBFW
456
Morton Brown Family Wealth
Pennsylvania
$23K -$2K -50 -7%
ADL
457
Asset Dedication LLC
California
$23K – – –
HNWAG
458
High Net Worth Advisory Group
Florida
$23K – – –
FF
459
FourThought Financial
Florida
$22K – – –
BWL
460
Bogart Wealth LLC
Virginia
$22K +$24.6K +614 New
NFSG
461
Newbridge Financial Services Group
Florida
$21K – – –
CI
462
Carroll Investors
South Carolina
$19K -$63.8K -1,594 -75%
TFP
463
Tilia Fiduciary Partners
North Carolina
$18K – – –
NSIM
464
North Star Investment Management
Illinois
$17K – – –
ST
465
Smithfield Trust
Pennsylvania
$17K – – –
DFCM
466
Dark Forest Capital Management
Puerto Rico
$17K +$18.9K +473 New
BFG
467
Baron Financial Group
New Jersey
$16.3K – – –
KPCM
468
Kings Point Capital Management
New York
$16K – – –
CCA
469
Column Capital Advisors
Indiana
$14K – – –
GAM
470
Gemmer Asset Management
California
$14K – – –
FIA
471
FNY Investment Advisers
New York
$14K +$16K +400 New
CFN
472
Cordasco Financial Network
Florida
$12K – – –
UCB
473
United Community Bank
South Carolina
$11.2K +$12.4K +310 New
CAL
474
Capital Advisors Ltd
Ohio
$11K – – –
LF
475
Lee Financial
Texas
$11K – – –