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Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
IFP Advisors
Florida
$15K -$17.6K -222 -53%
CTC
377
Central Trust Company
Missouri
$15K
HIIFS
378
Harel Insurance Investments & Financial Services
Israel
$14K -$13K -165 -47%
TWA
379
TCI Wealth Advisors
Arizona
$14K
MFS
380
MSI Financial Services
Massachusetts
$13K -$5.06K -64 -27%
Bessemer Group
381
Bessemer Group
New Jersey
$13K +$13.8K +174 New
WPA
382
West Paces Advisors
Georgia
$12.6K +$13K +165 New
MA
383
MUFG Americas
New York
$12K
PFSC
384
Peoples Financial Services Corp
Pennsylvania
$9K
RFA
385
Reilly Financial Advisors
California
$8K -$23.7K -300 -75%
IWM
386
IHT Wealth Management
Illinois
$8K +$8.14K +103 New
CFA
387
Carroll Financial Associates
North Carolina
$7K
WT
388
Whittier Trust
California
$7K
Carson Wealth (CWM LLC)
389
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.72K +47 +118%
PCP
390
Proficio Capital Partners
Massachusetts
$6K
IWA
391
IBEX Wealth Advisors
New Jersey
$6K +$6.17K +78 New
EWM
392
Evercore Wealth Management
New York
$5K
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$5K
EF
394
Empirical Finance
Pennsylvania
$5K +$4.66K +59 New
PA
395
Parallel Advisors
California
$5K +$4.9K +62 New
AC
396
Alexandria Capital
Virginia
$4K
TFO
397
Tarbox Family Office
California
$4K
GWS
398
Glassman Wealth Services
Virginia
$4K +$553 +7 +16%
SWA
399
Sutton Wealth Advisors
Florida
$3.12K
PMFA
400
Plante Moran Financial Advisors
Michigan
$3K -$5.53K -70 -68%