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Name Holding Trade Value Shares
Change
Change in
Stake
Freestone Capital Holdings
476
Freestone Capital Holdings
Washington
$81.5K +$12K +260 +19%
TPWA
477
TRUE Private Wealth Advisors
Oregon
$80K – – –
Bogart Wealth LLC
478
Bogart Wealth LLC
Virginia
$79K – – –
AIM
479
Anchor Investment Management
South Carolina
$71.1K -$46.2K -1,000 -41%
EIP
480
Ellis Investment Partners
Pennsylvania
$71K +$5.27K +114 +8%
T
481
TOBAM
France
$65K -$117K -2,541 -66%
PCG
482
Private Capital Group
Connecticut
$64K -$18.4K -398 -24%
MWA
483
Moser Wealth Advisors
Washington
$64K – – –
NFG
484
Next Financial Group
Texas
$63K +$3.42K +74 +6%
FF
485
FourThought Financial
Florida
$63K +$59.5K +1,286 New
HIA
486
Harbor Investment Advisory
Maryland
$62K +$8.09K +175 +16%
CAAS
487
Capital Asset Advisory Services
Michigan
$61K -$163K -3,521 -74%
NSIM
488
North Star Investment Management
Illinois
$60K -$10.9K -235 -16%
Parallel Advisors
489
Parallel Advisors
California
$60K -$7.86K -170 -12%
VBCG
490
Valley Brook Capital Group
Pennsylvania
$58K +$55.6K +1,202 New
MAM
491
Meeder Asset Management
Ohio
$54K +$3.56K +77 +8%
TCOV
492
Trust Company of Vermont
Vermont
$54K +$3.7K +80 +8%
RFA
493
Reilly Financial Advisors
California
$54K +$18.5K +400 +57%
EW
494
Evoke Wealth
California
$53K +$8.14K +176 +20%
AF
495
Advisornet Financial
Minnesota
$52K -$65.3K -1,412 -57%
GEA
496
Glen Eagle Advisors
New Jersey
$52K -$6.93K -150 -12%
Lazard Asset Management
497
Lazard Asset Management
New York
$50K -$210K -4,548 -81%
COCM
498
Charter Oak Capital Management
New Hampshire
$50K +$47.4K +1,025 New
APWA
499
Atlas Private Wealth Advisors
New Jersey
$49K -$60.1K -1,300 -56%
WOSD
500
WFA of San Diego
California
$49K -$30.5K -660 -5%