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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
126
First Manhattan
New York
$3K
US Bancorp
127
US Bancorp
Minnesota
$2K -$801 -31 -30%
DA
128
Denali Advisors
California
$2K
OFW
129
Omnia Family Wealth
Florida
$2K
WOC
130
West Oak Capital
California
$2K
WEC
131
Winslow Evans & Crocker
Massachusetts
$2K
BCA
132
Berman Capital Advisors
Georgia
$2K +$2.84K +110 New
RWM
133
Raffa Wealth Management
District of Columbia
$1.7K
ECM
134
Estabrook Capital Management
New York
$1.01K
DAM
135
Delta Asset Management
Tennessee
$1K -$853 -33 -50%
PWMG
136
Prestige Wealth Management Group
New Jersey
$1K -$26 -1 -3%
AssetMark Inc
137
AssetMark Inc
California
$1K
ClearBridge Investments
138
ClearBridge Investments
New York
$1K
ESB
139
Essex Savings Bank
Connecticut
$1K
GWM
140
Geneos Wealth Management
Colorado
$1K
OIA
141
OneDigital Investment Advisors
Kansas
$1K
PFSC
142
Peoples Financial Services Corp
Pennsylvania
$1K
RFC
143
Regions Financial Corp
Alabama
$1K
ST
144
Smithfield Trust
Pennsylvania
$1K
AG
145
Advisor Group
Arizona
$1K +$103 +4 +7%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1K +$646 +25 New
HGWM
147
Harvest Group Wealth Management
Massachusetts
$1K +$801 +31 New
Federated Hermes
148
Federated Hermes
Pennsylvania
$1K +$1.21K +47 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$665 -$5.3K -205 -89%
AIM
150
Anchor Investment Management
South Carolina
$425