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Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$10K +$1.3K +19 +10%
WT
452
Washington Trust
Rhode Island
$10K +$13.5K +196 New
VCM
453
Versant Capital Management
Arizona
$9K -$39.7K -578 -75%
DAM
454
Delta Asset Management
Tennessee
$9K
TFS
455
TrustCore Financial Services
Tennessee
$9K
SFS
456
Sowell Financial Services
Arkansas
$9K +$1.37K +20 +12%
LWCFA
457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K -$5.36K -78 -33%
TF
458
TimeScale Financial
Massachusetts
$8K -$2.61K -38 -18%
HFM
459
Harvest Fund Management
China
$8K
CA
460
Clearstead Advisors
Ohio
$8K +$11.3K +164 New
SWM
461
Sugarloaf Wealth Management
Georgia
$7K -$4.46K -65 -31%
DSC
462
Duncker Streett & Co
Missouri
$7K -$343 -5 -3%
APWM
463
Atlas Private Wealth Management
New York
$7K -$69 -1 -0.7%
IRC
464
Investors Research Corp
Georgia
$7K
OPS
465
Orion Portfolio Solutions
Nebraska
$7K +$1.37K +20 +16%
PRC
466
Pearl River Capital
Michigan
$6K -$215K -3,138 -96%
PFSC
467
Peoples Financial Services Corp
Pennsylvania
$6K -$2.68K -39 -25%
TWA
468
TCI Wealth Advisors
Arizona
$6K -$2.4K -35 -23%
TF
469
Tompkins Financial
New York
$6K -$1.37K -20 -14%
GRP
470
Global Retirement Partners
California
$6K -$1.03K -15 -10%
LWM
471
Lenox Wealth Management
Ohio
$6K -$755 -11 -8%
VNA
472
Valley National Advisers
Pennsylvania
$6K -$687 -10 -7%
BWA
473
Burt Wealth Advisors
Maryland
$6K -$343 -5 -4%
CLOS
474
Compagnie Lombard Odier SCmA
Switzerland
$6K -$275 -4 -2%
GTAM
475
Global Trust Asset Management
Florida
$6K -$69 -1 -0.8%