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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$5K +$1.76K +48 +66%
Federated Hermes
127
Federated Hermes
Pennsylvania
$5K +$3.19K +87 +185%
BCA
128
Berman Capital Advisors
Georgia
$4K – – –
JFA
129
JNBA Financial Advisors
Minnesota
$4K +$3.67K +100 New
WOC
130
West Oak Capital
California
$3K – – –
ClearBridge Investments
131
ClearBridge Investments
New York
$2K – – –
ESB
132
Essex Savings Bank
Connecticut
$2K – – –
Geneos Wealth Management
133
Geneos Wealth Management
Colorado
$2K – – –
WEC
134
Winslow Evans & Crocker
Massachusetts
$2K – – –
Steward Partners Investment Advisory
135
Steward Partners Investment Advisory
New York
$2K +$2.42K +66 New
ECM
136
Estabrook Capital Management
New York
$1.54K – – –
DA
137
Denali Advisors
California
$1K -$1.25K -34 -50%
Advisor Group
138
Advisor Group
Arizona
$1K -$184 -5 -8%
AssetMark Inc
139
AssetMark Inc
California
$1K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
DAM
141
Delta Asset Management
Tennessee
$1K – – –
HGWM
142
Harvest Group Wealth Management
Massachusetts
$1K – – –
LWM
143
Liberty Wealth Management
California
$1K – – –
LC
144
Lindbrook Capital
California
$1K – – –
OneDigital Investment Advisors
145
OneDigital Investment Advisors
Kansas
$1K – – –
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PFSC
147
Peoples Financial Services Corp
Pennsylvania
$1K – – –
PWMG
148
Prestige Wealth Management Group
New Jersey
$1K – – –
Smithfield Trust
149
Smithfield Trust
Pennsylvania
$1K – – –
Thompson Siegel & Walmsley
150
Thompson Siegel & Walmsley
Virginia
$1K +$551 +15 New