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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
426
Reilly Financial Advisors
California
$11K – – –
PCP
427
Proficio Capital Partners
Massachusetts
$11K +$781 +7 +8%
DOA
428
D'Orazio & Associates
Virginia
$10K – – –
WT
429
Whittier Trust
California
$10K – – –
KA
430
Kaizen Advisory
Illinois
$10K +$9.93K +89 New
GWS
431
Glassman Wealth Services
Virginia
$9K +$3.79K +34 +72%
SWP
432
Stratos Wealth Partners
Ohio
$9K +$8.48K +76 New
FMII
433
Farmers & Merchants Investments Inc
Nebraska
$8K -$893 -8 -11%
CFA
434
Carroll Financial Associates
North Carolina
$8K – – –
ST
435
Smithfield Trust
Pennsylvania
$8K +$2.79K +25 +63%
EWM
436
Evercore Wealth Management
New York
$7K – – –
VFA
437
Valeo Financial Advisors
Indiana
$7K +$4.69K +42 +191%
WOC
438
West Oak Capital
California
$6.64K – – –
TFO
439
Tarbox Family Office
California
$6K – – –
MOS
440
MGO One Seven
Ohio
$6K +$5.47K +49 New
TFS
441
TrustCore Financial Services
Tennessee
$6K +$6.03K +54 New
PFBT
442
Parkside Financial Bank & Trust
Missouri
$5K – – –
SWA
443
Sutton Wealth Advisors
Florida
$4.69K – – –
PMFA
444
Plante Moran Financial Advisors
Michigan
$4K – – –
EARNEST Partners
445
EARNEST Partners
Georgia
$4K +$3.46K +31 New
PHK
446
Point72 Hong Kong
Hong Kong
$4K +$4.13K +37 New
TRCT
447
Tower Research Capital (TRC)
New York
$3K -$2.12K -19 -46%
SPIA
448
Steward Partners Investment Advisory
New York
$3K – – –
ME
449
McIlrath & Eck
Washington
$3K +$2.68K +24 New
BBHC
450
Brown Brothers Harriman & Co
New York
$3K +$2.79K +25 New