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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
126
JFS Wealth Advisors
Pennsylvania
$3K +$3.45K +107 New
WOC
127
West Oak Capital
California
$2.59K – – –
Federated Hermes
128
Federated Hermes
Pennsylvania
$2K -$1.74K -54 -42%
DAM
129
Delta Asset Management
Tennessee
$2K – – –
NSIM
130
North Star Investment Management
Illinois
$2K – – –
OFW
131
Omnia Family Wealth
Florida
$2K – – –
Steward Partners Investment Advisory
132
Steward Partners Investment Advisory
New York
$2K – – –
WEC
133
Winslow Evans & Crocker
Massachusetts
$2K – – –
RWM
134
Raffa Wealth Management
District of Columbia
$2K – – –
ECM
135
Estabrook Capital Management
New York
$1.19K – – –
AssetMark Inc
136
AssetMark Inc
California
$1K – – –
ClearBridge Investments
137
ClearBridge Investments
New York
$1K – – –
Geneos Wealth Management
138
Geneos Wealth Management
Colorado
$1K – – –
IFP Advisors
139
IFP Advisors
Florida
$1K – – –
PFSC
140
Peoples Financial Services Corp
Pennsylvania
$1K – – –
Regions Financial Corp
141
Regions Financial Corp
Alabama
$1K – – –
SFM
142
Signet Financial Management
New Jersey
$1K – – –
Smithfield Trust
143
Smithfield Trust
Pennsylvania
$1K – – –
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$193 +6 New
Stratos Wealth Partners
145
Stratos Wealth Partners
Ohio
$1K +$613 +19 New
Avantax Planning Partners
146
Avantax Planning Partners
Iowa
$1K +$1.16K +36 New
AIM
147
Anchor Investment Management
South Carolina
$499 – – –
RCAG
148
Rehmann Capital Advisory Group
Michigan
$343 – – –
APA
149
American Portfolios Advisors
New York
$187 – – –
Marshall Wace North America
150
Marshall Wace North America
New York
– -$3.72M -120,684 Closed